Tax Accountant in Glen Oaks, NY.

Navigate tax preparation in Glen Oaks, 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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Carla T

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!!!

Roy Biederman

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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The absolute best! Professional, knowledgeable, brilliant. Staff is so friendly!

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Danny and his team are great. Personal touch and top notch service!!

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How to Prepare for a Meeting with Your Tax Accountant in Glen Oaks, NY

Tax Accountant Long Island

Understanding Your Financial Situation

Preparing for a tax meeting in Glen Oaks, 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 Queens County. Contact 718-533-0300 Today for Expert Tax Assistance.

Expertise in Local Tax Laws: Garcia & Associates, CPA PLLC’s deep understanding of Queens County and NY tax regulations ensures compliance and maximizes savings.
Personalized Service: Each client in Glen Oaks 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 Queens 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 Glen Oaks, 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 Glen Oaks, 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 Queens 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?

Glen Oaks is covered by two public elementary(K-5) school zones: P.S. 186, and P.S. 115. Students graduating from these schools attend middle (grades 6-8) school M.S. 172. A Roman Catholic school, Our Lady of the Snows, is an alternative for grades K-8. In 2004, a public school campus-the Frank A. Padavan campus-was opened in western Glen Oaks. This section of land was previously part of the . The campus includes The Queens High School of Teaching and two elementary/intermediate (grades K-8) schools: P.S./I.S. 208 and P.S./I.S. 266. P.S./I.S. 266 serves students across District 26, chosen by lottery from applicants. P.S./I.S. 208 does not serve Glen Oaks students. (Its zone includes just the sliver of Glen Oaks west of Commonwealth Boulevard, which is not residential.) Typically the district 26 schools have been ranked among the best in the NYC public school system.

Several institutions on or near Union Turnpike are associated with Glen Oaks, though they are not actually in Glen Oaks. For example, Bellerose Jewish Center, the Glen Oaks branch of the Queens library, and Glen Oaks School (P.S. 115) are all in the Floral Park neighborhood. So are M.S. 172 and Our Lady of the Snows. In contrast, P.S. 186 is in the center of Glen Oaks, but is named Castlewood School. The Queens County Farm is also in the center of Glen Oaks (and has the Glen Oaks/Floral Park zip code) but the group that operates it is the Colonial Farmhouse Restoration Society of Bellerose.

The Glen Oaks branch of the Queens Public Library is located at 256-04 Union Turnpike. The current building, redesigned by the architects Scott Marble and Karen Fairbanks in 2013, replaced the original library (demolished in 2010). The new library is twice the size of the old one, and has won numerous awards, from design through completion.

Learn more about Glen Oaks.
Contact 718-533-0300 Today for Expert Tax Assistance!