Tax Planning

When planning for the future it is extremely important to take into account your tax situation. Since everyone's tax situation is different we can discuss with you the best ways to create your unique tax strategy. By reviewing your previous year's returns and current financial situation, we can work with you to determine what's best for you and your family.

If you would like to work with us to achieve this call us to make an appointment. The sooner you contact us the sooner your personal plan will be in place.

Situations where you might need advice and are encouraged to call our office during the year. In most cases there is no charge for these services for our clients;

• Change or leave a job—begin collecting unemployment
• Before receiving a distribution from a 401K, IRA or pension plan.
• Buy or sell a house or rental property
• Receive an inheritance
• sell or redeem more than $2,000 in stocks, bonds or mutual funds
• Start, sell or close a small business
• Giving or receiving a gift over $11,000
• Retire or start receiving Social Security
• Anytime your investment time horizon changes
• Have a new child
• Have a change in your marital status
• Receive a notice from the IRS or State Department or Revenue
• Any situation where you just want to talk, or get a second opinion.

 PLJ Tax Services | 3040 E. Tremont Avenue | Suite #201 | Bronx, NY, 10461 | (718) 794-4205