Tax Accountant in Franklin Square, NY.

Navigate tax preparation in Franklin Square, NY with ease. Trust Garcia & Associates, CPA PLLC for expert guidance, ensuring a smooth, well-prepared meeting with your tax accountant.
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My family and I cannot be more grateful to Mr. Daniel Garcia Associate and staff especially Steve, he is such a nice person, knowledgeable, polite, educated, funny :). Thanks you my neighbor we met this amazing Accountant. He is very honest, professional and shows a lot of etiquett. THANK YOU!!!

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I love my tax accountant. He has given me great advise and has truly helped me with the various challenges I have faced over the years. Highly recommended.

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How to Prepare for a Meeting with Your Tax Accountant in Franklin Square, NY

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Understanding Your Financial Situation

Preparing for a tax meeting in Franklin Square, NY, starts with knowing your finances. First, take a look at your income. This includes your job, any side businesses, and investments. Note any changes like a new job or different investments. It’s important for Garcia & Associates, CPA PLLC to know all this to give you the best advice.

 

Next, think about what you spend. List your big expenses like your house payments, school fees, or medical bills. This helps find tax breaks and tells Garcia & Associates, CPA PLLC a lot about your financial health. They need this info to plan your taxes properly.

 

Lastly, consider your future financial goals. Are you saving for retirement or planning a big purchase? Share these goals with Garcia & Associates, CPA PLLC. This helps them align your taxes with your future plans. It’s a smart move for your long-term finances in Nassau County. Contact 718-533-0300 Today for Expert Tax Assistance.

Expertise in Local Tax Laws: Garcia & Associates, CPA PLLC’s deep understanding of Nassau County and NY tax regulations ensures compliance and maximizes savings.

Personalized Service: Each client in Franklin Square receives tailored advice, reflecting their unique financial situation.

Reliable Support: With 718-533-0300, clients have consistent access to professional guidance, making tax season less daunting.
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Gathering Essential Documents

For a smooth tax meeting with Garcia & Associates, CPA PLLC, have all your documents ready. Start with income papers like your W-2s and 1099s. These are key to getting your taxes right.

 

Then, collect papers for possible tax breaks. This includes receipts for charity, medical costs, and education. If you own a home in Nassau County, bring your property tax and mortgage interest statements. Having these in order helps Garcia & Associates, CPA PLLC find every tax saving chance for you.

 

Don’t forget other financial info. This includes investment records, retirement savings, and any foreign income. If you live in Franklin Square, you might need specific NY forms too. The more information you provide, the better Garcia & Associates, CPA PLLC can plan your taxes.

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Identifying Potential Tax Deductions

Spotting tax deductions is key in Franklin Square, NY. Start with common ones like mortgage interest and charity donations. These are easy ways to lower your taxes. But there are more savings to find.

 

If you work from home, you might get deductions for some house costs and utilities. Also, work-related expenses like travel or courses can count. Garcia & Associates, CPA PLLC can help figure out what’s right for you, especially with Nassau County rules.

 

Also, check for NY-specific tax benefits. These might include local investments or energy-saving upgrades. Talk to Garcia & Associates, CPA PLLC about these. Keeping good records all year helps you not miss any deductions.

Have a question?

What is now Franklin Square was near the center of the Hempstead Plains, and used as grazing land, and later farmland, by the first white settlers. The southern portion included oak and dogwood forests.

In late 1643, Robert Fordham and John Carman made a treaty with members of the Massapequak, Mericoke, Matinecock and Rockaway tribes to buy roughly 100 square miles upon which they intended to start a new settlement. They purchased this tract, including much of what are now the towns of Hempstead and North Hempstead.

In 1790, George Washington passed through the town while touring Long Island. He wrote in his diary that the area was “entirely treeless except for a few scraggly fruit trees.” Walt Whitman spent three months in the spring of 1840 as the schoolmaster of the Trimming Square school district, in the area where Franklin Square, Garden City South and West Hempstead intersect.

Learn more about Franklin Square.
Contact 718-533-0300 Today for Expert Tax Assistance!