A Personal & Business Tax Preparation Services Company Since 2011
Call 914-278-9241 for Tax Preparation Services
Call 914-278-9241 for Tax Preparation Services
Case Studies
TaxAssurances | Tax Preparation Case Studies
TaxAssurances understands the importance of showcasing success stories for our tax preparation clients. These tax case studies demonstrate how TaxAssurances has helped businesses and individuals maximize their tax savings and minimize their stress during tax season.
The case studies also showcase a true commitment to client service and taking pride in developing customized solutions that deliver results. Our case studies reflect the trust that clients put in us during a complex process.
Whether helping first-time filers understand deductions or assisting small business owners with multi-state tax preparation scenarios, TaxAssurances has the skills and knowledge to optimize outcomes and to take complex tax regulations and make them simple.
The solutions we have developed for clients represent our firm's values—hard work, transparency, and a drive for perfection. Although each client's needs are unique, our case studies demonstrate how we apply this approach consistently. We do not take shortcuts or make assumptions. Our priority is fully understanding a client’s situation and goals to deliver an optimal tax preparation experience.
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Case Study
Case Study: Tax Prep for the Corporate Sales Executive
Sales is at the heart of any business whether it is a large or small organization. Sales representatives are the engine that makes a company grow. Without them, it's almost impossible for a business to survive. And for those efforts, sales representatives are typically nicely compensated.
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Case Study: Tax Preparation for a Sports Team EMT
Being a first responder is one of the most important jobs that you can have. Helping someone in their time of dire need is about as important as it gets. That’s the job of one of TaxAssurances’ 2022 tax clients. So, while they are treating people and helping save lives, they also have to worry about doing their taxes.
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Case Study: Single Parent, Traveling Nurse & Consultant
This case study delves into the comprehensive tax preparation process for a self-employed nurse residing and working in the suburbs of New York City. This self employed nurse is also an independent home health consultant.
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Case Study: Tax Preparation for A Car Service Driver
Car service drivers, including those who drive with Uber, Lyft, DoorDash or working independently, must keep detailed records and accurately file taxes based on their annual income and expenses.
This case study offers insight on how I prepared a 2022 tax return for a car service driver client that I have.
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Case Study: Government Employee & New Business Startup
Life happens. Getting divorced and working at a government agency and having children and starting a business and filing taxes is an example of life happening in 2022. Those details and more are part of what I had to work with with one particular TaxAssurances client.
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Case Study: High Income Suburban Couple
In this case study I’ll walk through the details of a tax return I did for a high-income earning couple living in the suburbs of NYC.
Having a household with two high income earners can create a great lifestyle. But managing the tax liability is important.
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Case Study: Tax Preparation for the Soda Scientist
Large soda makers need scientists to work on new products and improve on existing products for the world to drink. One of those scientists was a TaxAssurances client in 2022. Specifically, they needed to prepare their 2017 tax return. Life happened and they weren’t able to prepare it in 2018.
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Case Study: How Should I Setup My New Business?
Every day hundreds of businesses get set up. TaxAssurances often gets asked either before a business is set up or even after it was set up what is the best way to set up the company taxwise. At the end of the 2022 tax season, I met with a soon to be retiring teacher.
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Case Study: Tax Preparation for a Hair Braider & Uber Driver
Braiding hair is a skill that blends artistry, precision, and dedication. Like any profession, those who excel in this craft earn income for their expertise and are obligated to fulfill their tax obligations.
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Case Study: Tax Prep for Assistant Dean & Area Manager
I’ve had the pleasure of working with an assistant dean for a long time. Since before they had a spouse and children. Things are delightfully different for them family wise now but taxes are a thing they worry about.
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Case Study: Tax Planning for Families with High W-2 Incomes
Families with high W-2 incomes face any number of financial challenges. Chief among them is properly managing their tax obligations. Each year, high income earning families have to not only find ways to minimize their taxable income but more importantly, pay the correct amount in taxes based on their taxable income.
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Case Study: Tax Preparation for The Hardworking Doctor
Doctors do great work. But it often involves long hours. But in many cases the pay is good. With that also comes the need to pay the correct amount in taxes. This case study reviews the details of a 2022 TaxAssurances tax client that worked in multiple locations as a doctor.
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Case Study: Tax Prep for Retired Military With New Business
Figuring out what to do after serving our country in the military can be challenging but it can also offer opportunities. Opportunities is what one 2022 TaxAssurances tax client pursued after serving in the military.