Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

Also, a Licensed CPA firm, we are equipped to help your Small Business with your Accounting needs, as well as many other business services to help you increase profitability.

Click on any of the services below to visit our Tax planning, preparation, and Business services focused website.

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Click to visit our Tax Preparation-focused services on our other website.

Tax Planning

Real strategies and solutions to help you minimize your IRS liability

Click to visit our Tax Planning-focused services on our other website.

Small Business Services

Establish greater profitability and business efficiency! 

Click to visit our Small Business Services-focused information on our other website.

Should New York Metro College Students Invest In The Market Or Pay Off Student Loans Early?

As a general rule, most debt isn't helpful to you. In fact, I could probably state that more clearly: debt can be a massive load on your financial future.And, of course, that is especially true of student loans.Now, much can be written about the explosion of student...

Allan Rolnick’s Second Key To Wealth Building

Believe it or not, we have less than two months before federal taxes are due.Yikes.We have been meeting with so many New York Metro clients (including a fair number of new ones, thanks to YOUR referrals -- keep them coming!), finding so many wonderful ways to help...

Allan Rolnick’s Take On Bad Predictions By Experts

Well, we're staring into the fresh light of 2019 -- and that means that we can now take a good, dispassionate look back at our progress towards what we were aiming for in 2018. Which leads to the big question: How was your 2018?I often believe that reviewing your year...

Conventional Financial Advice May Not Always Be Best by Allan J Rolnick

Just to give you a little snapshot of why it's taking so long to get tax reform done (and I know -- you're surely waiting with bated breath), consider this: under certain circumstances with the proposed reform, some people would face a marginal tax rate of over 100%....

A Family Budget Plan By Allan Rolnick

Last week I wrote to you about a few financial conversations worth having within a marriage, or any close partnership. As we turn the page into the end of summer, there are a swath of newlyweds out there, and this (and the previous note) might be something useful to...

Let’s Talk About Your Business…

See, relative to their income, the rich are frugal. They save and invest. They spend less than 65% of their take-home pay on day-to-day expenses.

Allan Rolnick’s Three Simple Steps For Better Information Security Management

Unless you're a Patriots fan, the Super Bowl sure was a snoozefest, eh? The snarky tweets were in full force, and there were many sad bettors who might want to check this out (unless, of course, they just want to let us handle it for them, which is always wise).Even...

Allan Rolnick’s Nine Can’t Miss Questions For Year-End Tax Planning

With the Thanksgiving leftovers mostly consumed by this point, we are turning our eyes to year-end matters.And this year, there are LOTS of things to consider as we approach 12-31-18.Because yes -- the standard deduction this year has been significantly increased, and...

IRS Form 4852: TriState Tax Resolution LLC Explains the Substitute for the W-2

 Word on the tax professional "street" is that tax filing numbers are down across the board so far. That is from data released by software providers (though this year, of all years, I simply don't understand why somebody would use software), as well as overall...

Allan J Rolnick’s Guide For Choosing An Executor Of Your Estate Plan

We love what we do. I'm not sure if it's always obvious, but perhaps you can take a cue from the fact that I take the time to post you these sorts of notes on a regular basis, if not by other factors. We love this stuff, and consequently, we work hard for our...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!