Welcome to the Tax + Financial Services of NY tips and information page — your trusted source for expert tips, updates, and insights in tax preparation, accounting, and financial planning. Whether you’re an individual navigating personal taxes or a business owner managing your bottom line, our articles are designed to provide clear, practical information to help you stay informed, compliant, and financially confident year-round.

Tax Deadline Wednesday, April 15

There’s never a convenient time to file your income tax return. Between work, family, and... Read more

Traditional IRA vs. Roth IRA: What’s the Difference?

Individual retirement accounts (IRAs) and Roth IRA plans share many similarities, but each comes with... Read more

Do Tax Extensions Give You More Time To Pay Your Tax Bill?

If you end up stuck with a large, unexpected tax bill, your first instinct might... Read more

SALT Tax Deduction

Understanding the SALT tax deduction (state and local tax deduction) can help you maximize your... Read more

Where’s my New York state refund?

Like the IRS, New York State allows you to check the status of your refund... Read more

Connect with Us

Ask a Question

Find comfort in knowing an expert in accounting is only an email or phone-call away–contact us today.

 

Contact us
We're Here to Help

We will happily offer you a free consultation to determine how we can best serve you–contact us today.

 

Contact us
Law services available

Legal expertise in partnership with the Law Offices of Barbara Roman. Learn more.

 

Learn more