For many of our clients, the only conversations that are more personal are the ones with their own doctors. We understand that while there are obvious financial aspects to our tax consulting and compliance, the difference we can make is fostering a relationship with our client that is proactive, service driven, and results focused.
We are told our unique approach to the personal side of business is what makes the difference. Many of our clients have been with the firm for 30 years—some over multiple generations.
Our firm offers a variety of planning and compliance services that help our client protect assets, pay their fair share of taxes, and preserve wealth for their progeny.
After drawing much ire from taxpayers and tax professionals alike for a confusing, inaccurate tax withholding estimator, the IRS has released a revamped version that promises a new approach and an easier way for taxpayers to review their withholdings.
If a taxpayer undergoes an IRS audit, appeal, refund claim or collection matter and the IRS takes an unreasonable position against them, they may be able to recover some of the costs of the procedure.
Last month, New Jersey, New York and Connecticut filed a suit against the IRS and Treasury Department challenging rules that restrict certain workarounds to the cap on state and local tax deductions.
The IRS issued Revenue Procedure 2019-13, which provides a safe harbor method for determining
Due to the major changes from the Tax Cuts and Jobs Act, the Internal Revenue Service (IRS) is recommending that all taxpayers perform a “paycheck checkup” on their current withholdings. The IRS provides a withholding calculator application on their website to determine proper withholding amounts.