Individual Tax Services

Tichy, Ioanidis & Mossey serves individuals, families, estates and nonprofit entities, having teams of experienced tax professionals with a skill set of high level training and creativity that help our clients prosper at every step. We provide professional tax consulting, tax preparation services, planning, tax transaction services as well as entity structure. This complete set of comprehensive services give our clients the boost to achieve their financial goals by using tax as an advantage. We focus on finding the perfect tax plans for our clients or potential regulatory changes that might change their financial goals, leaving our client with only the best and most informed solution possible.

Tichy, Ioanidis & Mossey team of experts have a deep expertise in the tax law, helping us minimize your tax liabilities, aiming to implement a tax approach that's tailored to our clients, and their business' goals and needs.

Domestic and International 
T.I.M. offers a full range of tax compliance and planning services, closely working with our clients all year-round if needed, to ensure we minimize their tax burden. We also prepare all state, federal and local tax returns for both individuals and businesses. Last but not least, our international tax experience allows us to assist you and your business in international tax matters, properly allocating and reporting the requirements of each individual country. 

Tax Preparation 
Handling your own income tax returns might leave you in confusion and with lots of unanswered questions. While it's true that today's tax laws are so overly complicated and confusing that even a simple act as filling your own income tax return shouldn't feel like such a hassle, do not panic, we are here to help. We handle it for you providing deductions and credits to which you are entitled to, that you might have missed. Even with the use of a tax preparation software program, there's no real substitute to the professional assistance of an experienced tax expert.

Here's what we do for you:

  • Your tax return will be checked for potential IRS problems.
  • Your tax return can be filed electronically.
  • We will provide assistance with adjusting your payroll withholding to get more money back each week. 
  • We will provide you with potential deductions to limit your tax liability for next year. 

Tax Planning 
Tax liability can be succesfuly and legally reduced with careful planning. T.I.M provides professional tax compliance, as well as proactive tax saving strategies that will maximize after tax income. Here's a quick look at our Tax Saving Strategies and the services we offer: 

  • Splitting income among several family members and/or legal entities( helps you get more more of the income taxed in lower bracket )
  • Shifting income or expenses to where they can be taxed at a lower rate.
  • Deferring tax liabilities through certain investment ( contributions, pension plans, etc) 
  • Using certain investments to produce income that is tax exempt ( either federal, state or both taxing entities )
  • Finding tax deductions using a structuring plan for your money to pay for things you enjoy (ie: vacation home)

Tax Problems
Problems with the IRS?

T.I.M. will help you solve your tax problems and avoid a stressful situation with the IRS. These problems need to be handled head on and in a timely manner. If not, they will get worse through penalties and accruing interest each day. We'll handle all of your IRS problems, including Audites, Payroll Tax Problems, Delinquent Taxes Owed, Liens and Levies, IRS Payment Plans, Offer in Compromise, Innocent Spouse Relief, Bankruptcy and more. Read More

Life Milestones & Estate Planning 

We take an interest in our clients lifes, personal aspirations, business desires and so on, since that is a sure-shot way of shaping a finance plan suited to their lifetime goals, that won't work against them.

Doing an estate plan all by yourself can soon turn complicated and not to mention, costly. Each estate planning is a unique and different situation. Knowing more about you, your situation, and the nature of your buisness relationships will help us better understand how the setup a perfect estate planning that will suit your needs.

We can help you...

 

Contact Tichy, Ioanidis & Mossey CPAs today (631.462.8511) to learn how we can help you with your accounting needs.

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