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Boris M Tax
"To help business owners cut taxes, build wealth and feel achieved by providing them with comprehensive, educational and executable tax strategy, advise and financial guidance."
Location
Queens
,
New York
Credentials
Certified public accountant (CPA)
Years in business
5-10 years
Social presence
About
Our mission
To provide a continuous and proactive tax planning approach to maximize tax savings while eliminating stress and anxiety about taxes. It is our responsibility to constantly evaluate each client’s situation and it is our duty to inform clients of tax-saving opportunities available to them.
Proudest business achievement
Our proudest achievement is that we are a relationship firm and not transactions. It is not just about tax savings but also about maintaining relationships with each client individually.
Tax positions
Business
Common deductions
Entity change
Specialty
Assets and investments
Real estate
Depreciation & amortization
Assets and investments
Health savings account (HSA)
Hiring kids
Common deductions
R&D tax credit
Specialty
Real estate professional
Real estate
Simple 401k
Roth 401k
Simple IRA
Solo 401k
Self directed retirement funds
Work opportunity tax credit
Specialty
Late C election
Entity change
Late S election
Entity change
Meals tax deduction
Common deductions
Travel expenses
Common deductions
Individual
Individual energy credits
Education
Assets and investments
Augusta rule
Coverdell ESA
Education
Home office
Residential clean energy credits
Individual energy credits
Tax loss harvesting
Assets and investments
Industry
Individual energy credits
Education
Assets and investments
Services offered
Tax
Accounting
Financial advising
Business tax preparation
Tax
Asset protection
Financial advising
Captive insurance
Tax
Cost segregation
Tax
Estate planning
Financial advising
Family office management
Financial advising
Financial planning
Financial advising
Fixed assets
Accounting
Individual tax preparation
Tax
Quarterly estimated payments
Tax
R&D tax credits
Tax
Retirement planning
Financial advising
Tax planning
Tax
Succession planning
Financial advising
Wealth management
Financial advising
Software experience
Accounting
Quickbooks Online
Accounting
