Tax prep fees taken out of the Refund:

Tired of waiting until late February to get your refund? Was that because you had children or education related tax credits? If the answer is yes, then you have the option of applying for a refund advance loan of up to the amount of your refund or $7000, (whichever is smaller). This is available the first week of Jan. Lender: Civista Bank NA; (fees and loan restrictions apply) see SBTPG.com for more info.

Tax Planning

2018 Jobs and Tax Cuts Act enacted by President Trump. The Secure 1.0 and 2.0 Acts, and the IR Act enacted by President Biden are the most comprehensive tax reforms in twenty years. That along with the ever-changing provisions in the Affordable Health Care Act has made the services of a reputable firm, that actually takes pride in the work, more important than ever. Then add in the existing and pre-existing covid rules, it's an exciting time to be a tax professional, and the wrong time to give yourself tax advice.

You can call or drop in during business hours to get your taxes the type of attention these times call for.

Business Taxes & Planning Services

Beneficial Ownership Information (BOI) Reporting for owner members of LLC, LLP, S-corps and Corp is now mandatory starting the beginning of 2024. While some businesses are still exempt.

Business Taxes are very complicated this year, but the changes in the tax code that affect small and medium size businesses are very positive. It's not just about a lower corporate tax rate, and energy friendly credits, but there are other wonderful perks, that you may be positioned for. Some may need to change their entity type to fully benefit from the changes. Call and ask to speak with our Lead Tax Specialist.

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IRA, Social Security and Pension benefits.

Ask us if you qualify to take out an Individual Retirement Account (IRA), and how doing so may benefit your bottom line. If you can contribute to an IRA, you have until April 15, 2024, to take out one for the 2023 tax year. Ask your financial adviser about the new income limits on Roth IRA accounts. Ask us how to maximize your retirement savings contributions.

SECURE REMOTE ENCRYPTION FILING AVAILABLE.

We can send you a link to our highly encrypted Client Portal link, that allows you to upload your tax documents, (driver's license, government I.D., W-2, social security cards, etc.) directly into our software. You are able to fill in questions about your dependents, filing status, address changes, sign our client agreements and sign and download your completed return. If you live in another state, or you are always on the go, and want us to process your taxes remotely, it makes it just as safe and easy as having your taxes completed in our offices. 

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Call (347) 529-1377 or email: [email protected]

Jan 8 - April 20th in 2024, is what we call Tax season.

Office hours: Mon-Fri: 10am - 7pm

Saturday: 10am - 4.00pm

Sun: Closed

Offseason: Call for an appointment and instructions.

(347) 529-1377