Tamar Tax Advisory

Call Website Contact the business

Tamar Tax Advisory Tax Preparation & Year-Round Tax Advisory for Individuals and Small Businesses All services are provided securely through IRS-compliant systems.

Tamar Tax Advisory is a boutique tax firm helping individuals and small businesses with tax preparation and year-round guidance. The firm is led by a tax professional with a Master’s degree in Accounting, focused on accuracy, clear communication, and making the tax process easier to understand. Tamar Tax Advisory არის ბუტიკური საგადასახადო კომპანია, რომელიც ფიზიკურ პირებსა და მცირე ბიზნესებს ეხმარება საგადასახადო დეკლარაციების მომზადებასა და წლის განმავლობაში კონსულტაციებში. კომპანიას ხელმძღვანელობს ბუღალტერი Accounting-ის მაგისტრის ხარისხით, რომლის მთავარი მიზანია სიზუსტე, გასაგები კომუნიკაცია და საგადასახადო პროცესის გამარტივება. მომსახურება სრულად უსაფრთხო და IRS-ის მოთხოვნებთან შესაბამის სისტემებში ხორციელდება.

Parents and grandparents, a quick heads-up. On October 1, the U.S. Treasury finished automatically setting up Trump Acco...
10/07/2026

Parents and grandparents, a quick heads-up. On October 1, the U.S. Treasury finished automatically setting up Trump Accounts for more than 60 million children under 18.

The account isn't active until a parent or guardian claims it through the official Trump Accounts app or TrumpAccounts.gov.

Children born from 2025 through 2028 may also qualify for a one-time $1,000 deposit from the Treasury, but only once the account is claimed.

Wondering whether to add your own money or how this compares with a 529 plan? That depends on your situation.

This is general information, not tax advice. Send me a message and we can talk it through.

October is Cybersecurity Awareness Month and on October 2 the IRS reminded taxpayers and businesses to tighten up. The a...
10/06/2026

October is Cybersecurity Awareness Month and on October 2 the IRS reminded taxpayers and businesses to tighten up. The agency specifically warned businesses, payroll professionals and HR teams about phishing, fake invoices, and W-2 and payroll schemes designed to steal employee information or money.

As a tax advisor who also holds a cybersecurity certification, here is the short list I give clients:

• Turn on multifactor authentication for email, banking, payroll and accounting software.

• Use a password manager. Reused passwords are an easy way in.

• Consider an IRS Identity Protection PIN, a six-digit number that helps stop someone else from filing a federal return under your number.

• Know how the IRS actually reaches out: normally by mail first. It does not send direct messages on social media, and it will not call demanding immediate payment or threatening arrest.

If you run payroll or keep customer tax IDs on file, you are holding exactly what thieves want.

09/24/2026

Most people meet their tax professional once a year, In April, After the year is over. When nothing can be changed.

That's tax preparation. It reports what already happened.

Tax planning is different. It happens before December 31, while decisions still move the number:

→ Timing income and expenses
→ Choosing the right entity structure
→ Using retirement plans strategically
→ Positioning real estate for depreciation

Preparation looks backward. Planning looks forward.

If your only tax conversation happens in April, you're paying for the history lesson and missing the strategy.

Q4 is the window. Use it.

Retirement Contributions Aren’t Always as Simple as “Put Money in an IRA”Contributing to an IRA can be a great way to sa...
08/17/2026

Retirement Contributions Aren’t Always as Simple as “Put Money in an IRA”

Contributing to an IRA can be a great way to save for retirement — but the tax rules behind that contribution matter.

Before making a contribution, it’s important to consider:

• Whether you have enough eligible compensation
• Whether your income affects your ability to contribute or deduct the contribution
• Whether you’re contributing to a Traditional or Roth IRA
• Whether contributions have already been made to another IRA for the same year
• Whether the contribution is being designated for the correct tax year

An excess IRA contribution can happen more easily than many people realize. And if it isn’t corrected properly, it can create additional tax consequences.

Retirement planning and tax planning often overlap. A contribution that looks straightforward from an investment perspective may require a closer look from a tax perspective.

The most expensive bookkeeping is the bookkeeping you don’t have.Bad decisions, missed expenses, and tax surprises cost ...
06/13/2026

The most expensive bookkeeping is the bookkeeping you don’t have.

Bad decisions, missed expenses, and tax surprises cost a business far more than keeping accurate records.

The most dangerous phrase in business is:

“I think I know.”

When it comes to finances, “I think” can become very expensive.

Sometimes the problem isn’t a lack of revenue.

It’s a lack of control.

📊 Know your numbers. Growing a business shouldn’t be a guessing game.

Lifestyle and “Quiet Luxury” in 2026I am often asked—what do people who have already achieved financial success focus on...
02/23/2026

Lifestyle and “Quiet Luxury” in 2026

I am often asked—what do people who have already achieved financial success focus on?

The answer is simple:
They are no longer looking for more.
They are looking for better.
When you have everything, priorities shift.

1. Health — As the Primary Asset
Today, health stands above status. Bio-optimization is no longer just a trend—it is a strategy.
Energy, hormonal balance, sleep quality, and cognitive focus—this is where the highest ROI (Return on Investment) lies. Success only has a taste when you have the strength to enjoy it.

2. Smart Liquidity
The wealthy do not "burn" capital. They preserve it.
Strategic credit, asset protection, tax optimization, and flexible structures—the goal is singular:
Freedom. Not demonstration.

3. Hyper-Privacy — The Ultimate Luxury
In a public world where everything is shared, true wealth is silence.
• Secured digital infrastructure.
• Confidential communication.
• Physical and financial security.

Quiet Luxury does not scream. It is simply protected.
The world is changing rapidly. What was a winning formula 2–3 years ago may become a barrier today. Do not let past experiences hinder your future.
Be where tomorrow is being created. ✨

True wealth is not measured by noise. It is measured by control, strategy, and the peace of mind you create.

The End of the Office. The Era of a Premium Digital Standard.Once, a physical office was a symbol of trust.Today, trust ...
02/20/2026

The End of the Office. The Era of a Premium Digital Standard.

Once, a physical office was a symbol of trust.
Today, trust is built by technology, security, and systems.

Modern tax services are no longer tied to an address.
They are tied to infrastructure.

What today’s modern client values

1. Maximum Security
Data encryption, multi-factor authentication (MFA), automated backups.
Your data is protected with enterprise-level standards.
Paper files in cabinets = risk.

2. Speed & Convenience
Uploading documents, signing, and communicating happens in just a few clicks — without visiting an office.

3. Efficiency-Focused Service
Money saved from office rent is reinvested into automation.
Which means clients don’t pay for “hours sitting in a chair,”
they pay for real results and accuracy.

My Digital Ecosystem — built only with industry-leading technologies:
ShareFile — Secure client portal
CCH Axcess — Cloud-based tax platform
Wolters Kluwer Infrastructure
Bloomberg Tax Codes & Research — deep tax code research & updates
QuickBooks Online & Xero — Cloud accounting
ShareFile e-Signature — Digital signatures in one platform
Zapier — Automation between platforms
Zoom & Microsoft Teams — Meetings

What this means in practice

✔️ All documents in one secure location
✔️ Full process control and tracking
✔️ Fast response and transparency
✔️ Fewer errors, more precision
✔️ Calm, stable client experience

In professional service businesses, the physical office belongs to the past.
Premium service is delivered by high-technology systems.

Technology and automation allow me to spend more time with my clients 😊

Before You Start a Business, Know These Entity StructuresChoosing the right entity is not just a legal step — it’s a tax...
02/12/2026

Before You Start a Business, Know These Entity Structures

Choosing the right entity is not just a legal step — it’s a tax and strategy decision that affects your liability, payroll, and long-term growth.

Here’s a simple breakdown:

Sole Proprietorship
The simplest way to operate a business. There’s no legal separation between you and the business.
Common for freelancers, side hustles, and early-stage entrepreneurs testing an idea.

General Partnership
Shared ownership between two or more partners. Profits and liability are shared.
Often used for small joint ventures without forming a formal entity.

Limited Liability Company (LLC)
Protects personal assets and offers flexible taxation options.
Very common for small businesses and real estate investors.

S Corporation (S Corp)
Designed to help reduce self-employment tax through a payroll structure (when set up correctly).
Typically beneficial for businesses earning consistent profit, often above $50K annually.

C Corporation (C Corp)
A separate taxable entity, ideal for companies planning significant growth, offering fringe benefits, or seeking outside investors.

Limited Partnership (LP)
Includes general and limited partners, providing liability limits for certain partners.
Common in family planning structures, real estate, and investment partnerships.

Your entity should match your income level, risk exposure, growth goals, and tax strategy — not just what “everyone else” is doing.

Structure first. Then scale.

Not all LLCs are created equal.Some protect assets.Some support tax efficiency.Some simply add filings and fees.The diff...
01/22/2026

Not all LLCs are created equal.

Some protect assets.
Some support tax efficiency.
Some simply add filings and fees.

The difference isn’t the LLC —
it’s the structure behind it.

This is why entity planning should always come before formation.

LLCs are tools.
Strategy is the value.

—

Strategic Tax & Entity Planning

Address

Congers, NY
10920

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm
Saturday 9am - 6pm
Sunday 9am - 6pm

Telephone

+19144184188

Website

Alerts

Be the first to know and let us send you an email when Tamar Tax Advisory posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Tamar Tax Advisory:

Shortcuts

Share

Category