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.

The Joys Of Providing Professional Tax Services To Staten Island

Well, our primary work for this tax season in Staten Island has just about wrapped up. But notice I said "primary", there ... you see, unlike some professional tax services in Staten Island, we make it a point to do a bit more than simply "fill out forms" on your...

Anthony R. Mauriello, E.A.’s First Key To Building Wealth

Not only are we entering into the thick of tax season, but based on our political situation, we could be staring at another federal government shutdown on Friday. Which means, well ... we don't know exactly what it will mean except that God bless you if you are...

3+ Reasons Why Staten Island Taxpayers Might Need to File an Amended Return

Well, we did it. You did it. We made it through the tax busy season. Every year, when I shut our Staten Island office door on April 15th (the 17th this year -- er, the 18th, because of the IRS "issues"), I feel a huge weight lift off of my shoulders. Going home that...

New Ideas For Staten Island Students To Pay For College

I recently wrote about the cost of raising children, but there was one glaring omission: college. But imagine if you had sent your son to Morehouse College. Here's what happened there this month... On Sunday, May 19th, investor and philanthropist, Robert F. Smith,...

Filing Late On Taxes? You Might Actually Be Among Staten Island’s Smartest

There are less than two weeks remaining before the tax deadline of April 17th.  Does that startle you? If you're filing late on taxes this year, let's talk. We can easily file an extension on your behalf, and make sure  that your return is handled as advantageously as...

Anthony R. Mauriello, E.A.’s Three Big Tax Scams And How To Beware

Now we're cooking with gas. After weeks of reports that refunds were down, last week's data from the IRS shows a new trend. Although overall quantity of refunds are down, now the average refund is up 1.9%. After so many headlines to the contrary, I suppose...

The Trump Shutdown Is Over And Tax Filing Season Has Begun For Staten Island Taxpayers

Politics aside, I think we can all breathe just a little easier knowing that the federal government is no longer in shutdown mode. And on top of that, this morning, as I write, the IRS has begun accepting filed tax returns. Which means, well ... it's about to get...

Four Tips For Staten Island Couples To Make Money and Marriage Work Together

It seems like crooks these days keep finding new ways to trick people here in Staten Island into giving them more money. And no, I'm not talking about Congress. Last week, for those of us in the tax professional world in Staten Island who are paying attention (because...

Instilling Financial Literacy For Kids In Staten Island

Memorial Day weekend can often feel a little disjointed. There we are with our burgers, our pools, our picnics -- all while we are supposedly remembering the sacrifice of so many thousands who laid down their lives in the line of duty for this country, and for the...

IRS Form 4852: Mauriello Enterprises 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...

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!