Individual Tax Services

We see through the surface,
and find what matters.

When asked by C-SPAN during a January 10, 2010 interview how he files his tax return, Douglas Shulman responded, “I use a preparer. I’ve used one for years. I find it convenient. I find the tax code complex, so I use a preparer.”

Most people use tax preparers. So why is this an interesting statement? Because Douglas Shulman isn’t most people. Mr. Shulman is the commissioner of Internal Revenue at the IRS. And he’s right. The tax code is complex.

The needs of individual taxpayers vary as much, if not more, than that of businesses. Many factors add to the complexity of each individual’s situation, and it only takes one unusual transaction to turn an otherwise ordinary tax return into a monster.

Regardless of your age, your level of income or your situation, Goldstein & Co., LLP has the ability and the experience to handle that complexity. We don’t just prepare your return, we offer the planning and consulting you need to minimize your tax liabilities, and relieve your year-end headaches.

Our Individual Services Include:

Income Tax Preparation: We strive to provide personalized service that will maximize your deductions and minimize your tax liability, at a competitive rate.

Income Tax Planning: By the time April 15 rolls round, many opportunities for tax savings may be lost. Did you know tax planning opportunities exist when you:

  • Buy a house
  • Refinance a mortgage
  • Start a new job
  • Work from home
  • Pay for college
  • Buy a new car
  • Get married
  • Have a baby

Audit Representation: Having the IRS, New York State, or any other taxing authority examine your return can be a very stressful experience without the proper guidance. Let our professionals help.

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