For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Anthony R. Mauriello, E.A.’s Four Keys To Focus And Building Momentum in 2021

It seems so long ago (it was only last week) that we were cueing the fireworks and celebrating leaving 2020 in the rearview.But after all of the events of the past week, it seems wise that we might adjust to the fact that the world around us is not what it might have...

Effective Meetings Guidelines For Staten Island Companies Looking For Efficiency

Well, I don't want to alarm you but the chances are good that we DON'T have to meet anytime in the next couple weeks, as we move towards tax season. (That is, unless something has changed with your Staten Island business, and you need our help. Give us a call:...

How Staten Island Residents Can Donate for Dorian Relief

Unfortunately, this is a follow-up piece to some advice I shared in the spring -- March to be exact. When tornadoes ravaged Lee County, Alabama, the country rushed to its aid. Although nature is beautiful in various forms, it's also equally unpredictable. And that...

Three FAFSA Tips to Help Staten Island Taxpayers Get Their High School Grads Ready for College

Independence Day is this week. Bombs. Patriotism. Picnics. Barbecue. All those things. I often write about "financial independence" this time of year (yes, I like the puns) ... and when I do, invariably I get contacted by a few clients (or former clients),...

4 Things Staten Island Crypto Traders Need to Know About Cryptocurrency Taxation

Memorial Day weekend can sometimes feel a little ... jarring.Burgers, pools, picnics -- set against the solemn backdrop of remembrance for the sacrifice of so many thousands who have laid down their lives so we can have our freedoms.However, if you get the chance to...

Anthony R. Mauriello, E.A.’s Insights on How to Choose the Right Health Insurance Plan

November has officially begun.Decisions are upon us. All of the normal holiday decisions, like which Lego set to buy the little one or which relatives to invite (or not invite) for Thanksgiving dinner, are dancing through our heads as the seasons change.But not only...

Infrastructure Act Tax Implications for Staten Island Taxpayers

I don’t know about you, but I'm still over here digesting leftovers from last week’s festivities -- as well as the passage of that trillion dollar infrastructure act in Washington (more on that in a minute). But as November turns into December, I realize (and you...

Save On Your Taxes With Anthony R. Mauriello, E.A.’s Nine Tax Planning Questions

Tax Pro World is abuzz about the increase of the Social Security wage base standard.Well, I should clarify -- most of Tax Pro World is taking naps this week and not really thinking much about taxes whatsoever, ha! After all, that was one of the most epically intensive...

5 Next Steps for Tax Return Review

5 Next Steps for Tax Return ReviewSoooooo, what now? I'm glad you (ahem) asked.Just because tax season is over, doesn’t mean we’re not still here for you.In fact, with the IRS experiencing a litany of problems right now, we’ll gently recommend a little tax return...

Anthony R. Mauriello, E.A.’s Seven End of Year Tax Planning Strategies

Here we are, a week past the election, and it's looking like the year 2000 all over again, with a long, drawn-out process until there is final certification of this election. Back then, it took a full five weeks for all of the legal process to play out. Hopefully, by...

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!

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