There’s a lot of chatter around Washington and the media (at least the media which cares about such things) about a tax cut, and whether or not the Trump administration is actually going to do anything of substance in this area.

And, of course, there’s talk about tax RAISES, alongside these cuts. Because, well, math. And politics.

But the fact of the matter is that we here at Lillian’s Professional Services LLC take a skeptical eye at chatter, and we try to live in the real world of what really is. And I suggest you do the same. Because you and I both know that a tax cut (or a tax raise, for that matter) will affect us — our families right here in New York/New Jersey Metro.

Which, of course, is why I’d love to get your answers to the following questions, so that YOU at least can have a little tax cut of your own.

Because there may be a few moves we can make that can help your tax hit NOW, before we’re forced into “reaction mode” — which is the only mode out of which after-the-fact tax work can be done.

So, if you haven’t already done so, would you send me your answers to these questions (just click the email button at the top of this page)…? 

1) Have you had a significant change in your wage income this year?
<Put YOUR answer here in your email reply>

2) Have you taken capital gains or losses this year? Are you planning to?
<Put YOUR answer here in your email reply>

3) Did you start or sell a business this year?
BONUS QUESTION: Do you know anyone who did, that would like input on their tax situation?

<Put YOUR answer here in your email reply>

4) Did you purchase real estate?
<Put YOUR answer here in your email reply>

5) Did you make your full contributions to retirement accounts? 
<Put YOUR answer here in your email reply>

6) Have you considered a Roth IRA?
<Put YOUR answer here in your email reply>

7) Did you withdraw from retirement accounts, and for what purpose?
<Put YOUR answer here in your email reply>

**8) Have you sent your family and friends our way — and, if not, is there something which we can help you with, to make this easier?
<Put YOUR answer here in your email reply>

9) Are there any other tax or financial (or other) issues you think we should know about?
<Put YOUR answer here in your email reply>

Your answers to these questions will help us to know which direction to take as we work with you over the next two months to prepare for year-end. With your permission, we’ll contact you back, as appropriate, and set up a time to discuss them further with you, whether by phone or other method.

I hope to see your answers in my inbox soon.

We’re just a phone call (or email) away: (718) 953-6455 (


Lillian Turner-Bowman
(718) 953-6455

Lillian’s Professional Services LLC