Rely on tax efficient investment management and financial planning. Long Island Tax and Planning has been serving our community since 1978 and can deliver the individual attention you deserve. Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.
Our Long Island Tax and Planning team works with you throughout the year to capitalize of tax saving strategies. We can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. You will work with a certified CPA to assess your financial situation and tax return to make sure you are paying what you should be paying in taxes.
Our Long Island Tax and Planning team works with you throughout the year to capitalize of tax saving strategies. We can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. You will work with a certified CPA to assess your financial situation and tax return to make sure you are paying what you should be paying in taxes.
Services
It's our goal to exceed your expectations by providing exceptional service and practical financial advice you can count on. With our support, you can focus your time and efforts on running your business. At LI Tax & Planning, Inc. we know that every small business is different so we don't try to fit your business into a box.
Our size and culture allows us to provide a full range of services while offering personalized attention to the diverse needs of our clients. By offering superior service and a quality work product, LI Tax & Planning, has enjoyed long-term relationships with our clients. To learn more about Long Island Tax and Planning contact us to speak with a representative.
Dealing with taxes can be a frustrating experience if you do not have the help of a certified tax professional. If you pay too little, you end up with a tax bill at the end of the year. If you pay too much, you may get a refund check, but that is money that could have been earning interest for you, not the government.
Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.
Long Island Tax and Planning will help you strategize to get the biggest refund that you are possibly owed. Tax planning sets you up for the future years to reduce your liabilities when tax time comes. Effective tax preparation and planning can help you to minimize your future tax liability.
We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa.Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities.
We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa.Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities.
Reviews (2)
Debby C.
Jan 10, 2019
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Stay away! My husband and I had our 2017 tax return with completed by them. My husband who is retired and does no work or have any income besides his social security was reported incorrectly and that he was self employed with my income. I own my business and the person who prepared our taxes (Sandra Valle) and the CPA Elizabeth Boonin reported my income under my husband who doesn't work! Now my husbands social security is frozen for one year when we are on fixed income and depend on my husbands social security! Now I have been arguing with the IRS, submitted letters of the error that your
Denise B.
Mar 16, 2018
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This place is a joke!! Worst place ever. If you want the refund you deserve do not go here. Still waiting on refund from last year and this year refund was deposited into someone else's bank account. This place is a scan. DO NOT GO HERE!!! BEWARE OF HAVING YOUR TAX REUNDS DISAPPEAR , get deposited into someone else's bank account, being lied to, when you call to speak to
Someone about it they are ALWAYS IN A MEETING. DO NOT GO THERE!!! BEWARE OF THIS PLACE AND THE PEOPLE THAT WORK THERE!!!
Someone about it they are ALWAYS IN A MEETING. DO NOT GO THERE!!! BEWARE OF THIS PLACE AND THE PEOPLE THAT WORK THERE!!!
