Jeffrey Wolf, CPA

TAX PLANNING- if you had a big capital gain (above $300k) in the last few months of 2025, I have a strategy to mitigate it that can still be used. Many other strategies for 2026. All legit, of course. Contact me if you want to discuss further. Also good for business owners with revenues of at least $500k.

TAX PLANNING-I just saved a client $110,000 for the 2025 year by coming up with tax strategies. Let me know if you are interested to see if anything can be done for you. Most accountants are too busy preparing tax returns to even do this. When was the last time your tax preparer contacted you to offer tax saving advice?

https://apple.news/AGBnYNWbKQACiqFWbqCGOJg

IRS: Avoid ‘falling behind’ by making second-quarter estimated tax payment by June 16 — CNBC The second-quarter estimated tax deadline is June 16. Here’s how to avoid a penalty, according to the IRS.

Tax Deadline of April 15 is coming up. Let me know if you want me to calculate and file extensions. Will save you penalties.

Tax season is upon us. Whether you are a business, individual or a trust, we are proactive in looking for ways to mitigate your taxes and eliminate red flags. What would you do with an extra $1,000-$10,000 in your pocket? We also make the process smooth and stress free. Feel free to contact me at 212-463-0900 to discuss if we are a good fit.

This stuff can be complicated so if you want someone to sort it out for you and have you pay the least amount of taxes legally, feel free to contact me.

https://www.cnet.com/personal-finance/deduct-these-work-expenses-on-your-tax-return-this-year/ Deduct These Work Expenses on Your Tax Return This Year

Deduct These Work Expenses on Your Tax Return This Year There are a number of deductions employees and self-employed individuals can take to pay fewer taxes and earn a bigger refund.

https://www.al.com/news/2023/03/irs-has-big-warning-ahead-of-tax-filing.html?outputType=amp

IRS has big warning on tax filings The IRS is working with states and tax industry companies to be on the lookout for this scheme and others.

https://bestlifeonline.com/warnings-hr-block-taxes-news/

6 Warnings About Using H&R Block for Your Taxes, According to Experts Before you start preparing your filing, check out these warnings about using H&R Block for your taxes, according to experts.

https://hobermanlesser.com/2022/12/13/independent-contractor-or-employee-the-distinction-matters/

Independent Contractor or Employee? The Distinction Matters Sometimes, the IRS and employers clash over the classification of workers as independent contractors or employees. And no wonder: The stakes are high. If workers are employees, their employers are responsible for withholding payroll taxes, observing certain labor laws and providing fringe benefits.....

https://www.fool.com/the-ascent/taxes/articles/3-reasons-to-sit-down-with-your-accountant-in-december/

3 Reasons to Sit Down With Your Accountant in December Many people don't meet with their accountants until tax season. Read on to see why it makes sense to talk to yours in December.

IRS delays guidelines, waiving penalties for some inherited retirement accounts until 2023 If you inherited a retirement account in 2020 or 2021, the IRS is waiving penalties for some heirs who needed to start taking required minimum distributions.