Tax Services

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Tax Planning and Preparation in Rockland County

Tax laws and forms can be complex in the simplest of circumstances. For businesses and individuals with more complexity, the challenge and potential downside of tax return preparation grows exponentially.

Steven R. Katz & Company, CPA PC is an Airmont-based tax and accounting firm helping the Rockland County community navigate IRS complexities for over 25 years. We have established a reputation as a trusted advisor, available year-round to answer questions, plan for transactions, and resolve tax problems.

Business Tax Services

Our business tax services are designed to provide businesses of all types and structures with subject-matter expertise, business acumen, and a passion for high quality and responsive client service.

  • Income Tax Return Preparation. With many moving parts in any business, almost any decision has an income tax implication. Our specialists apply their knowledge and experience with current tax laws to prepare timely and accurate tax returns, identify elections and deductions, and legally minimize our clients’ business’s tax liability.
  • Tax Planning. Working in a forward thinking manner, we help clients choose tax strategies aligned with their business goals. From calculating estimated payments to dealing with health care reform requirements, our clients have found our involvement in tax planning to have a positive impact on their ability to make data-driven decisions.
  • Payroll and Other Tax Returns. Income-based taxes and returns are just the beginning of the filing requirements a business must follow to avoid value-draining fines and penalties. For other types of return--sales tax, payroll tax, property tax, or other--we understand what works and what doesn’t. We understand the information required to prepare the return, and generally where to find that information.
  • New Business Formation. We understand the decisions new venture founders must make and the policies they must establish. More than recommending the most common choice, we help our business owner understand the implications, advantages, and disadvantages of various alternatives so they can make the best choice for their own circumstances.

Personal Tax Services

Bound by professional ethics guidelines and training requirements, our staff has the knowledge and experience to deliver accurate returns that are consistent with our clients’ personal wealth planning and goals.

  • Tax Return Preparation. We frequently identify tax savings that an off-the-shelf software program can't anticipate, and whose value can offset our fees. After considering the monetary value of their personal time, our clients have concluded that the benefit of having us prepare their returns outweighs the costs of our services.
  • Tax Planning. We help our high net worth clients identify and evaluate their options for minimizing the tax impact of infrequent transactions such as buying or selling real estate, exercising stock options, or receiving an inheritance.
  • Tax Services for Estates and Trusts. We offer tax return preparation and planning services that address the unique requirements of estates and trusts, whether a client is evaluating placing a personal home into trust, or looking to establish trusts for any number of beneficiaries.  We can provide value from making the evaluation, developing and implementing the plans, and preparing the necessary tax filings.

Contact our Airmont CPA firm for more information about our tax services or to schedule a consultation. Our office is conveniently located in Rockland County and serves the entire area including: Suffern, Tallman, Pomona, Spring Valley, Chestnut Ridge, New City, Monsey, Pearl River, Piermont, and Nyack.

Tax Preparation for Businesses
It is important to develop a relationship with a tax preparation firm that understands how your business works. As your trusted advisor, we make sure you stay on top of your tax obligations and avoid penalties and fees that reduce your profitability.
Individual Tax Preparation
According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.
Tax Planning
There's is more to preparing your taxes than simply filling out forms at tax time.Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
IRS Tax Relief
We understand how the IRS works and what it takes to successfully mediate a solution on your behalf whether it's filing a past due return, minimizing back tax debt and any penalties or fines, or submitting an offer in compromise.
Tax Problems
We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. We pride ourselves on being very efficient, affordable, and of course, extremely discreet.