Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

IRS AUDIT Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

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),...

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...

Anthony R. Mauriello, E.A.’s Under-Utilized Pet Tax Deductions

Apparently, there are some politics things happening these days. But even more apparently, the tax deadline is three weeks away. Politics? As the young people say, ain't nobody got time for that. But you know what we DO have time for? Saving you a boatload on your...

Key Tips For Staten Island Newlyweds On Marriage and Taxes

Do you know what the number one month is for weddings? Check today's date and there it is: June. With that fact in mind, I'm not sure where you currently fall on the wedding spectrum... Are many of your friends getting married? Are your friends' kids...

Spending Money From Tax Refunds Wisely By Anthony R. Mauriello, E.A.

Just about one month left before the tax deadline. As the parents say, the days are long, but the months are fast. And as we tax pros say, the days are long, and the days are long. But that's simply because we've been getting to do some meaty, fun tax...

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...

A 12-Point Financial Health Check For Staten Island Families And Individuals

We are now fully engaged in our tax "off season" here in Staten Island. But interestingly, this is where the real difference that we can make on behalf of our tax preparation clients is actually made. We're diving into the new tax legislation, and attending classes...

College Is Expensive But Staten Island Families Can Save Big Through These Tax Breaks

What, you think I'm on vacation? Yes, the tax deadline has passed. But we're still available, and handling post-deadline matters for Staten Island clients.   But moving along to today's subject: figuring out how to pay for college tuition. Things are...

Focus Training For Folks In Staten Island

Now that we're into June, it really does feel like summer is here. The air conditioning kicks in, the days are hotter ... and, if you're like me, "focus" becomes something I have to set myself towards. It doesn't just "happen" -- especially when the days are hot. It...

Four Great Summer Tax Moves For Folks in Staten Island

Summer is flying by. Do you feel that way? It's an exciting season with cookouts, vacations and extracurricular activities (my thoughts and sympathies for Staten Island parents with multiple kids playing multiple sports among 100 other things). Before you know it...

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!