Read This Before Trusting Your Tax Filing To A New York/New Jersey Metro Tax Professional

Listen, I know how hard it is to move from one tax professional to another. Which is why I would like to take a minute here to address YOU, if you are someone who hasn’t yet made the decision to use our services. After all, we’ve helped many New York/New Jersey Metro taxpayers “make the switch” over to us for … Read More

Read This Before Trusting Your Tax Filing To A New York/New Jersey Metro Tax Professional

Do Not Procrastinate Tax Filling In 2020 by Lillian Turner-Bowman

Have you met with us yet? The Super Bowl and the Oscars are over. The IRS has been accepting electronically filed returns for a couple weeks now. Which means, well … it’s about to get real. We are getting busy around here at Team Lillian’s Professional Services LLC. Which is why I have mentioned a few times the importance of … Read More

Do Not Procrastinate Tax Filling In 2020 by Lillian Turner-Bowman

All People Are Tax People by Lillian Turner-Bowman

… except, well … when they aren’t. Or when they have a question. Or when they have to deal directly with the IRS (yikes). Or when they have any kind of complications in their return. Or … I could go on, but you get the point. The Super Bowl is behind us (congrats KC and coach Andy Reid), which means … Read More

All People Are Tax People by Lillian Turner-Bowman

A Guardian Plan For The Unexpected by Lillian Turner-Bowman

This is the week the real work begins. The IRS started electronically accepting returns on Monday (the 27th), and our offices have already been hopping. As I’ve mentioned before, it’s a GREAT idea, this year of all years, to get a jump on your taxes. I won’t rehash all the reasons, because some New York/New Jersey Metro people are still … Read More

A Guardian Plan For The Unexpected by Lillian Turner-Bowman

How To Plan For Retirement by Lillian Turner-Bowman

The IRS is set to begin receiving tax returns on the 27th. That means, it’s about to get VERY busy around here. Which is exactly how we like it. We’ve been preparing since the summer for this year’s tax return process, integrating all of the nuggets we’ve been unearthing within the “new” (as of last year) tax code that we … Read More

How To Plan For Retirement by Lillian Turner-Bowman

2019 Tax Planning and Almost Completely True Facts About Lillian Turner-Bowman

Yes, here I am again — and yes, I know the W-2’s haven’t arrived, and you might not have begun to really think about little ol’ Lillian Turner-Bowman and your taxes yet. But today I want to offer you some reasons why … well, you should. In fact, there are LOTS of good reasons. For instance: get your refund sooner. … Read More

2019 Tax Planning and Almost Completely True Facts About Lillian Turner-Bowman

Lillian Turner-Bowman’s 2019 Tax Documents List

The new decade is finally in full swing. With big holidays the last couple weeks, you might be like me — this week is when the real work begins. The work of doing something NOW to start in on those goals for the year. As I recently wrote: it’s not about the goals … intentions backed up by ACTIONS are … Read More

Lillian Turner-Bowman’s 2019 Tax Documents List

Lillian Turner-Bowman’s Guidelines for Setting Financial Goals You Can Keep

Just like last week, this week straddles the holidays, and so regular routines are still a little choppy, probably, for you. And here at Team Lillian’s Professional Services LLC, we’re working HARD on end-of-year moves for various New York/New Jersey Metro clients, as I write this, knowing that EVERYTHING changes on Wednesday of this week (which might already be past … Read More

Lillian Turner-Bowman’s Guidelines for Setting Financial Goals You Can Keep

Lillian Turner-Bowman’s Annual Holiday Prayer

Congress has been busy. They’re home for the holidays, but before they left, they passed a flurry of bills that you might be interested in. Oh, and yes … the House impeached the President. There is also that. I make no comment about that, but I DID want you to see these provisions that had been set to expire (but … Read More

Lillian Turner-Bowman’s Annual Holiday Prayer

How Year-End Giving Changes You by Lillian Turner-Bowman

We’re almost done with 2019, cue the fireworks. It’s been a tough year for many (including some of our clients), and you might be eagerly looking forward to that calendar change. Shoot, we’re about to set forth into an entirely new DECADE. It’s as good a time as any to consider making some serious shifts in your atmosphere. If nonprofit … Read More

How Year-End Giving Changes You by Lillian Turner-Bowman