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3344 Route 9 North
Poughkeepsie, NY 12601

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(845) 454-9000

 

Tax Planning & Preparation Services*

Statistics show that most of us desire prompt, cost effective, and accurate tax filings as required by law. Interestingly, approximately 75% of Americans overpay taxes each year.

At Prime Tax Planning Division, we promote the Enrolled Agent (EA) licensing achievement as a practice standard towards continually providing exceptional client services. An EA has demonstrated technical competence in the field of taxation to the Internal Revenue Service (IRS) and is a Tax Professional. An EA is licensed by the U.S. Department of Treasury to represent any taxpayer (e.g., individuals, businesses, corporations, estates, etc.) before the IRS where CPA's and Attorneys are licensed by the States. The IRS is phasing in new rules requiring tax preparer(s) to pass the new Registered Tax Return Preparer (RTRP) competency test (unless said tax preparer is an attorney, CPA, or EA). Our Tax Consultants are EA's and/or RTRP's and thus have the education, experience and commitment to provide prompt, cost effective and accurate tax planning and preparation services.

                                                           Our Services include:

                                            ◊Tax Consultations & Research

                                            ◊Tax Strategies & Projections

                                            ◊Tax Planning & Preparation

                





*Available through Prime Wealth Management, LLC
Which is doing business as "Prime Tax Planning Division (PTPD)" & Gilman Ciocia (GC)