Who Are We?

 


Thanks for visiting our web page. There are many helpful links to an assortment of categories; not only tax related for Federal and many States, but it also includes current news, financial research tools, stock data, etc.   We encourage you to sign up for our FREE and CONFIDENTIAL  monthly newsletter.  Valuable information is available for your tax updates, etc.  Tell your friends, too, and they can also get this newsletter emailed directly to them.  The newsletter is only addressed to the recipient.  We do not use your e-mail for any other purposes, organizations, etc.

In December 2017, the new tax law, commonly called the "Tax Cuts and Jobs Act," is the biggest federal tax law change in over 30 years.  Most of the canges are effective for tax years beginning after December 31, 2017 (For your 2018 tax return.)   Our program also compares 2019, with projected changes for 2020 returns, and how it may affect you and your taxes.  We will be able to point this out to you.  Again, it is only a projection of tax liability.  Other factors may impact the net results.  For instance, effective 01/01/2020, "The Secure Act", involving RMD's (Required Minimum Distributions / IRA's) was signed in December 2019.  This change will impact many taxpayers and their IRA distributions.   We can assist you on the explanation of this law and the impact on your tax return.

As many of you know, I have been in the tax preparation field for fifty years, since 1970.  (I can't believe that number, but it speaks for itself  !!!)   Our business has grown over the years because of our many satisfied clients.  We are a family business and very proud of our success.  My daughter, Kristen, who has been doing tax returns over 25 years with me, is a tremendous asset for our firm.   She is a graduate of Fairfield University and has her degree in Business Administration.  Prior to her working in the tax business, she worked in Human Resources for several large firms in New York City.    Many of you know Kristen, and how proud I am of her that she has developed excellent tax knowledge, from simple returns to complex ones.   I am very happy that OUR business is a FAMILY business.  We are now into fourth generation of clients; that itself, speaks wonders. 

We are associated with the following professional organizations:

NSA.........National Society of Accountants

NATP.......National Association of Tax Professionals

NYSIA......New York State Society of Independent Accountants.

Each one of these organizations requires yearly minimum CPE credits to maintain current membership.  This year, as in the past few years, it is required  that all tax preparers be registered with  the Internal Revenue Service.  The IRS and NYS have issued testing procedures for all preparers.  Each preparer is required to attend classes for a rquired amount of CPE credits each year.  We have always received these credits, because of the requirements to be in the above organizations.  Kristen and I will more than meet the IRS requirements this year and subsequent years.  New York State has also instituted a yearly registration program, similar to the IRS.  We both qualified as "Registered Tax Return Preparers" in 2012.  Since then, the IRS has changed that designation into "Annual Filing Season Preparer".  We both have those credentials, too, for 2019 tax season.   You can find out further information about the AFSP program by checking www.irs.gov

If you'd like, sign up for the complimentary SERVICE PLUS page.  You will receive automatic updates and newsletters of tax information and other interesting articles.  Your e-mail address is confidential and remains only with us.   Also visit the NEWS page with up to date current events.  The FINANCIAL TOOLS SECTION  has much valuable information.  There is a link to the New York State 529 College Savings Plan, which many clients ask about.  These pages are very helpful for you to research mortgage calculations, small business expenses, college expenses, leasing vs buying auto, etc.

Notary services are available to clients at no cost at my office all year round. 

Finally, I am a paralegal (Lawyer's Assistant) since February 1994.   I am associated with the law firm of Mr. Joseph D. Meares,  Attorney-At-Law and CPA.  The office is located in Nassau County at 320 Conklin Street, Farmingdale, NY 11735.  516-249-0040.  We can assist on House Purchases and Sales, Wills, Power of Attorneys, Health Care Proxies and Trusts, Estate Planning, Criminal and Civil Law, to name a few areas of practice.  Feel free to contact Mr. Meares directly, or me, if you have any questions.

You can schedule you appointment by calling 631-427-1829....  If not in office, we will get back to you as soon as possible.  You can also e-mail an appointment request at kpmtaxes@aol.com   Please list three dates in order of preference.  We will try to accomadate you in order of requests.

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Computerized offices and internet access ensures clients accurate, efficient, state-of-the-art service at a competitve price.

Visit the "Services" area of our site to learn more about the many accounting and tax services available to individuals and businesses.  Our website is www.kpmtaxes.com .  There are informative and valuable newsletters, financial calculators and links.  Sign up for our free confidential tax updates.  No one will see your e-mail address or name.  Your e-mail remains only with our firm.  

Visit the  "Contact Us" page for information regarding how to reach us via telephone, fax, e-mail or regular mail.  Feel free to contact the office anytime, if you have any tax questions or need additional assistance.  Our business has been successful for many years because of clients like you.  I do take some new clients each year based on recommendations from you.  Thank you.

Visit this website ( www.kpmtaxes.com ) often to see up to date current tax law changes and other interesting articles.    Sign up on the e-mail list to receive regular tax updates.

 

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