About Us
We are a speciality tax firm that provides tax preparation, taxpayer representation, and comprehensive tax planning services. Unlike most tax professionals, we don't just "record history" by plugging in your numbers and tell you what you owe. We will help you "write history" by restructuring transactions to take advantage of every legal tax deduction.
No annoying tax professional lingo. Just straight, authoritative and friendly expert advice. Visit us: taxalternativegroup.com Or call: 845-242-2151
How We Got Started
We have been preparing income taxes in Dutchess County since 1990, and repositioned and rebranded our firm in 2013 to address the growing needs of taxpayers to manage their tax liability. We help our clients reduce their tax liability to free up capital for other business purposes.
The products and services we offer
Recommendations Received (103)
"Patrick was very helpful when my MIL passed and the tax concerns we had. Additionally he has been..."
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"Patrick was very helpful when my MIL passed and the tax concerns we had. Additionally he has been a great help while starting a new business."
"Amazing firm. Highly recommended."
Products & Services
I am Enrolled Agent, Licensed by the US Treasury Department and have expertise in federal income tax for individuals, businesses, trusts, and estates.
We assistant taxpayers in the resolution of controversy by representing taxpayers in audits and examination; resolving tax liens, levies, and wage ...
We provide comprehensive tax planning services to assist our clients in paying the last amount of tax by restructuring transaction to take advantag...
Gallery
Recommendations Given (100)
"Cathi is a professional colleague who always seeks the best for her clients. I am honored to be..."
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"Cathi is a professional colleague who always seeks the best for her clients. I am honored to be part of her network of professionals who discuss tax issues and resolution strategies."
"As a Tax Professional in NY, I often find the need of counsel from tax pros in other states...."
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"As a Tax Professional in NY, I often find the need of counsel from tax pros in other states. Alexis the go-to person in TN. She is very knowledgeable, competent, and service oriented. I would refer to her without hesitation."
Recent Activity
Hey, I'm the tax guy so I can't help but mention the limit for deducting a business gift is $25 per person (and a married couple is considered the same person). https://www.irs.gov/publications/p463/ch03.html
We've given bottles of wine to our clients in the past that have our business name and...
(more)
Hey, I'm the tax guy so I can't help but mention the limit for deducting a business gift is $25 per person (and a married couple is considered the same person). https://www.irs.gov/publications/p463/ch03.html
We've given bottles of wine to our clients in the past that have our business name and logo on the label. When buying in Volume you can get the cost down below $25.
http://www.millbrookwine.com/labels/
Taxes are the biggest expense for most small business owners. Shouldn't you take the time to prepare a proper tax plan? Restructuring transactions can reduce tax liability legally and substantially. Take time to line up all of your deductions, credits, and loopholes. One of my favorite...
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Taxes are the biggest expense for most small business owners. Shouldn't you take the time to prepare a proper tax plan? Restructuring transactions can reduce tax liability legally and substantially. Take time to line up all of your deductions, credits, and loopholes. One of my favorite strategies for small business owners is hiring your kids. If you are a sole proprietor or a husband and wife partnership, you may be able to hire your kids who are under age 18 and pay them a wage that is not subject to Social Security, Medicare or Federal unemployment tax. Making your kids work in your business teaches them what you do for a living, the value of work, and allows them to earn a paycheck that can be used for many of the expenses you would ordinarily pay out of your pocket -- like a car, cell phone, private school tuition, extracurricular activities, etc.
I also had very little luck with Yodle, but spent quite a bit of money. I felt they were very high pressure, and their fees represented how much money they believed they could get from you. Every time I called to complain, they reduced the rate. I think the need for aggressive SEO really depends...
(more)
I also had very little luck with Yodle, but spent quite a bit of money. I felt they were very high pressure, and their fees represented how much money they believed they could get from you. Every time I called to complain, they reduced the rate. I think the need for aggressive SEO really depends on the type of business you have. Mine is a specialty business and much of it comes through referral and not random google searches. I just needed to make sure potential clients could find me on the net.
MY BEST ADVICE: If you are concerned about paying the least amount of tax, use a licensed professional that can explain what the numbers on your return mean, and how you can plan to pay less tax in the future. Good tax planning can free up income to be used to save for retirement, reinvest into...
(more)
MY BEST ADVICE: If you are concerned about paying the least amount of tax, use a licensed professional that can explain what the numbers on your return mean, and how you can plan to pay less tax in the future. Good tax planning can free up income to be used to save for retirement, reinvest into the business, or just raise the standard of living.
