Paying Your Dues – Last-Minute Tax Tips for A Successful 2019 Return

Finding the perfect accountant to prepare your personal taxes is sometimes like a job itself. You know you want to find someone who is qualified, but what does that mean? When searching for a professional to prepare your personal taxes, make sure to keep in mind these last-minute tax tips. Know Your Situation Has your […]

More Than Just An Accountant

Benefits of Hiring a Full-Service Accounting Firm Bookkeeping and accounting are necessary tasks for every business, big and small. Depending upon your specific needs, your company size, the number of monthly transactions, and payroll operations, your accounting needs will vary. Also, based on your business’ accounting systems, policies, and reporting procedures, your financial aspects shape […]

How a Full-Service Accounting Firm Helps Busy Professionals

Around this time of the year, busy professionals suddenly find themselves even busier by having to prepare for tax season by gathering financial documents, reviewing new tax laws, and learning about ways to save on their taxes. Before you know it, you are in the heart of tax season and are not as prepared as you […]

Recent 529 Education Savings Plan Changes

financial planning company - Ronkonkoma

The Internal Revenue Service and Department of the Treasury have announced their intent to issue regulations on three recent tax law changes affecting popular 529 education savings plans. Tuition refunds The PATH Act change added a special rule for a beneficiary of a 529 plan, usually a student, who receives a refund of tuition or other […]