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TAX


P&B offers the best tax services to our clients. Our tax professionals are current on new tax laws and legislations, which enables us to minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. We significantly invest in computerized tax preparation and research software. This empowers us to accurately and efficiently serve your personal and business tax preparation needs.

P&B is well experienced in preparing and reviewing tax returns for individuals and businesses. Out team has expertise and experience to ensure that you understand and comply with all relevant tax requirements.

Our team can help you plan for tax minimization by working to proactively identify opportunities for savings at the local, state, federal and international levels.

OUR TAX SERVICES 

  • Corporate or Partnership Tax Preparation
  • IRS & State Audit Representation
  • Financial Statements
  • Prior Year Tax Returns
  • Extensions
  • Filing Amendments
  • Estimated Taxes
  • Tax Planning
  • Retirement & Estate Planning
  • International Taxes
  • Expatriation Tax 

OUR PROCESS

Collect Tax Documents

  1. Gather all your tax documents (Refer our checklist)
  2. Fill up your Client Information sheet (Download Client Information sheet)
  3. Send tax documents and Client information sheet using one of our SEND FEATURES.
    1. DROP OFF: drop your tax documents at our office
    2. WEB METHOD: send tax documents via email or using our Client Login
    3. HOME PICKUP: call our office for home pickup (this option is only available for our client’s located near Hoboken NJ area

Tax Preparation

  1. Setup an appointment with us for Tax Preparation (Telephone or Personal Visit)
  2. Tax Interview and Tax Preparation

Tax Filing

  1. Review and finalize Tax Return
  2. Tax Filing – e-file or paper file
  3. Get your final tax return copy

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