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Tax season has a way of arriving whether you feel ready or not, and once it does, it tends to move quickly. Once January turns into February, deadlines start to feel closer, questions pile up, and missing paperwork suddenly becomes stressful. The good news is that a little preparation now can make the entire process smoother, faster, and far less frustrating. Whether you file as an individual, run a small business, or do a mix of both, gathering the right documents early help

If you own a home in New York, you already know how heavy the tax burden can feel. Property taxes and state income taxes can feel overwhelming. Since 2018, the federal SALT deduction cap has made things tougher by limiting how much of those taxes you can deduct on your federal return. For many families on Long Island and throughout the NYC suburbs, that $10,000 cap has been a real financial hit. A new federal law called the One Big Beautiful Bill Act (OBBBA)  changes that sta

The standard deduction isn’t just a line on your tax return—it’s one of the biggest factors in how much of your income actually gets taxed. With the One Big Beautiful Bipartisan Act (OBBBA)  extending and expanding many provisions from the Tax Cuts and Jobs Act (TCJA), millions of taxpayers will see higher standard deduction amounts for the 2025 tax year (returns filed in 2026). That’s good news for most individuals and families across New York, especially those looking to si

The last few months of the year are more than holidays and celebrations—they’re also a closing window of opportunity to lock in real tax...

Summer is winding down, and while the kids are heading back to school and fall routines are picking up, there’s one more deadline that...

As temperatures rise, so does the appeal of picking up extra income. From tutoring and landscaping to freelance design and weekend event...

Tax season comes with its fair share of paperwork, and for many, that means juggling W-2s, 1099s, and other income forms. But what...

An unexpected letter from the IRS can be unsettling, but it doesn’t always signal a major issue. Millions of notices are sent each year...

Last year, a local contractor filed his taxes without realizing a 1099 form hadn’t been issued until weeks later. The result? A mismatch...

Filing your taxes feels like a big win—until a surprise 1099 shows up or a mistake comes to light.

Understanding how income flows through to personal tax returns is essential for business owners who operate as an S-Corp or LLC.

Effectively managing tax obligations is crucial for small business owners aiming to maximize profitability and ensure compliance with tax re

Preparing for the 2024 tax season begins with organizing your essential tax documents. Proper preparation streamlines the filing process,...

Maximize Retirement Contributions Before the Year Ends As the year's end approaches, reviewing and optimizing your retirement...

Maximizing Deductions for Business-Related Holiday Parties Holiday parties are a fantastic way to show appreciation for employees and...