We offer a broad range of services to individuals, families, and business owners that will help you secure a sound financial future. Call us today for a free initial consultation.
Owner and Founder Gregg Jaffe is an income tax professional with over 25 years of experience specializing in individual, business, and non-profit tax planning, preparation, and business strategies.
We offer year-round tax planning and tax prep services. Tax planning is an ongoing activity. If you plan properly, there will be no surprises when it comes time to prepare and file your taxes.
Gregg is an excellent accountant. He works very closely with you to ensure everything is considered. Gregg always returns calls and emails promptly, and you are not kept waiting. Gregg offers a very professional and personal service that you will not find with franchise accounting services or the software accounting that is available. I would highly and strongly recommend Gregg to those in search of an accountant.
Many tax-planning opportunities for 2026 disappear when the calendar turns to January. A few can wait until tax season. Every move below belongs to the first group, and the last section covers the ones that can wait. Retirement Contributions Run Through Payroll Contributions to a 401(k), 403(b), or governmental 457 plan have to come out of a paycheck dated in 2026. If you want to raise your contribution for the year, the change has to reach your employer while enough pay peri
The IRS has more options for taxpayers who respond than for taxpayers it has to chase. Nearly all of them require you to make the first move. File the return even if you cannot pay. The failure-to-file penalty is generally 5% per month, while the failure-to-pay penalty usually begins at 0.5%. When both apply in the same month, the combined rate is generally 5%. Filing on time and owing money is a far smaller problem than not filing at all. Waiting costs more than the initial
