Buy Now Pay Later Pitfalls New York/New Jersey Metro Shoppers Should Beware

Although the strain of tax season is behind us, I know we all are feeling the weight of financial strain on our daily lives. The pressure cooker of inflation, pandemic / post-pandemic, cultural upheavals, global friction, political shifts, etc. has really taken its toll on the average American’s psyche – and their wallet. It’s hard to be happy and hopeful … Read More

Buy Now Pay Later Pitfalls New York/New Jersey Metro Shoppers Should Beware

When Amending a Tax Return Is Right for New York/New Jersey Metro Taxpayers

Here we are in May. The tax deadline is in the rearview … and we’re still here for our New York/New Jersey Metro friends. Ready to rock on your behalf.  Today I’m talking about second chances. Ctrl + Z. Ever used that keyboard shortcut? It’s also known as the “undo” button – a do-over if you will.  Let me tell … Read More

When Amending a Tax Return Is Right for New York/New Jersey Metro Taxpayers

Why Disability Insurance Matters – Lillian Turner-Bowman’s Take

Now that the tax deadline has come (and gone – whew!), it’s time to start thinking about the rest of 2022… and future possibilities of all kinds – both good and, well, not so good.  The good? There are steps New York/New Jersey Metro taxpayers like you can take now to help lower next year’s tax bill. There are plenty … Read More

Why Disability Insurance Matters – Lillian Turner-Bowman’s Take

How New York/New Jersey Metro Taxpayers Can Wisely Spend A Tax Refund

By the time you read this, the tax deadline will have just passed and our New York/New Jersey Metro tax office will be taking a long, deep breath. (Serenity now!) These days have been a whirlwind of activity for us here at Lillian’s Professional Services LLC, and not just because of tax season.  The turning of the season signals a … Read More

How New York/New Jersey Metro Taxpayers Can Wisely Spend A Tax Refund

How New York/New Jersey Metro Retirees Can Stretch That Retirement Fund

You might not feel this as much in your bones as we do here, but the tax deadline is getting very close. This year, for reasons that at this point in our season would take way too long to explain, the tax deadline is April 18th (not 15th). We’re right here – though we are quite busy, we WILL make space for you: calendly.com/info-tax718/15min   … Read More

How New York/New Jersey Metro Retirees Can Stretch That Retirement Fund

Lillian Turner-Bowman’s Perspective on Tax Filing Extensions

Today’s issue we’re diving into tax filing extensions… and New York/New Jersey Metro people do this for all kinds of reasons. Truthfully, extended deadlines and delays have been pretty commonplace in the tax world over the last few years. Sometimes life smacks you in the face and you need a little more time to get yourself together. And speaking of … Read More

Lillian Turner-Bowman’s Perspective on Tax Filing Extensions

NFT Tax Implications for New York/New Jersey Metro Investors

While many things are dividing the world right now, it’s good to know people can still unite around shared interests… like college basketball.  According to an American Gaming Association (AGA) survey, something like 45 million people planned to wager $3.1 billion on this year’s NCAA men’s D-1 basketball tournament.  And of course, because I’m your tax pro, that gets me thinking … Read More

NFT Tax Implications for New York/New Jersey Metro Investors

2021 Tax Credits New York/New Jersey Metro Taxpayers Can Bank On

Believe me, I’ve seen some of the craziest tax claims in my office over the years, but claiming captured military equipment hasn’t been one of them. Recently the Ukrainian government assured its people they wouldn’t be held liable for taxation on any Russian tanks or other military equipment they recover.  It seems, even in war, the Ukrainian tax agency communicates faster … Read More

2021 Tax Credits New York/New Jersey Metro Taxpayers Can Bank On

Tax Identity Theft Protection Tips for New York/New Jersey Metro Taxpayers

Change is sneaky… and (often) sudden, catching the best of us off guard and forcing us to scramble for some steady ground. Just consider the war in Ukraine.  We’ve all been surprised by how quickly things have escalated in the last two weeks and by the devastation we’re seeing. And millions in Ukraine have found their lives shifting so suddenly … Read More

Tax Identity Theft Protection Tips for New York/New Jersey Metro Taxpayers

Factors Affecting New York/New Jersey Metro Taxpayers’ 2021 Tax Refund

The world seems to be hanging on a razor’s edge. There’s a lot of fear going around with Russia’s invasion of Ukraine last week. With a 24-hour news cycle, a heap of different internet sources, social media feeds, and more, it’s difficult to not give in to it all… and to know exactly what’s true.  If there’s anything I could … Read More

Factors Affecting New York/New Jersey Metro Taxpayers’ 2021 Tax Refund