Tax Planning 2024
Personal Income Tax Planning Strategies for Year-End 2024 As 2024 draws to a close, it’s the perfect time to review your personal income tax situation and implement strategies to minimize
We pursue excellence by staying on top of current developments and technologies. Come visit us a tax place midtown Manhattan.
We stay abreast of industry issues and observe the marketplace so we can analyze provide service and advice tailored to your specific needs and goals.
We use our experience and resources to develop industry insights and specialized skills that allow us to bring maximum value to your projects.
We are a small tax firm in Midtown Manhattan, comprised of highly qualified, experienced enrolled agents and accountants. Since our inception, we have offered a full range of tax preparation, bookkeeping, and small business consulting services. Our firm will focus on your unique tax, accounting, and consulting needs. For expert, affordable service from accountants who care about you, choose us.
Since our founding in 2001, A Francis + Associates has served our local community with an emphasis on personalized professional service. We specialize in tax planning, preparation, and filing for individuals, corporations, partnerships, and fiduciaries, in addition to providing our clients with general accounting and financial services.
Given the complexity of ever-changing tax laws, you need a tax advisor who can ensure that you’ve complied with the law and can help you claim valuable deductions and credits you may never have considered. At A Francis + Associates, Inc., we continuously monitor federal, state, and local tax law changes to assess their impact on our clients, and we pledge to prepare your tax returns in the best-informed, most ethical manner possible. In addition, we will work with you year-round to plan and implement a tax strategy that can help to minimize your total tax burden.
We don’t try to compete with larger firms, where every accounting specialty is represented, but nobody knows your name. Rather, our aim has always been to provide expertise in the core tax and accounting services you are most likely to need while remaining small enough so that you always feel welcome and at home.
Personal Income Tax Planning Strategies for Year-End 2024 As 2024 draws to a close, it’s the perfect time to review your personal income tax situation and implement strategies to minimize
At A Francis + Associates, we assist our tax clients through efficient compliance and effective planning to help them realize substantial savings. We use a team approach and focus on timely communication to provide our clients with excellent service. Tax partner and specialist involvement ensure that our clients receive the most experienced technical expertise we have to offer.
Preparation of federal, state and international tax returns is the core of our tax services.
Reviews are usually performed to satisfy third parties that want to be assured that the financial
Good financial information provided in a timely and accurate manner is essential to good
Our payroll system provider has a wide array of options including direct deposit, compliance reporting
At A Francis + Associates, our business is to know and understand your financial situation. We offer services beyond compliance and combine our experience, expertise and knowledge to add value as a trusted advisor to your financial situation.
“I have been a client of Tony Francis since 1997. Throughout the past 25 years, Tony has advised me on countless tax issues pertaining to my job. As I travel considerably, both within the U.S. and abroad, my tax situation can be quite complicated due all of the state filings that result from my work. Tony has also advised both me and my family members on numerous tax matters pertaining to the launch of new businesses. Tony has been a very trusted advisor and friend to me for over a quarter of a century and I have regularly recommended his team."
“I consider it an honor to have the opportunity to write a testimonial. For twenty plus years I have been a client of A. Francis and Associates, throughout the relationship the services rendered have been excellent. I personally appreciate not only business getting done efficiently but the friendship that has developed. Diligent, courteous, and professional are the best ways to describe Anthony Francis and his team.”
“We have worked with A Francis & Associates for more 15 years. Through the years, we have had several situations where Tony has had to contact and deal with the IRS on our behalf, including an unexpected audit. Tony was able to manage these situations with very little involvement from us and was even able to get us refunds in certain circumstances. His experience with the tax authorities and his and his team’s level of service are top notch.”
"I’ve been a client with A Francis & Associates for over twenty years and couldn’t be happier with the exceptional tax and investment service provided by Tony Francis and the entire team. I’m thrilled with the financial outcomes they’ve helped me achieve. Trustworthy, reliable, and dedicated, I wholeheartedly recommend their services for anyone looking for top-tier tax and financial guidance."
“I am writing to express my utmost satisfaction and gratitude for the exemplary services provided by Tony Francis, who has been my tax accountant for the past 25 years. Since 1998, Tony has consistently demonstrated a high level of expertise, attention to detail, and diligence in preparing both my personal and business taxes.
One of Tony's notable strengths is his in-depth knowledge of tax regulations and his ability to navigate complex financial matters with ease. His commitment to staying updated on the latest tax laws ensures that I receive accurate and well-informed advice tailored to my specific financial situation.
What sets Tony apart is not just his individual brilliance but also the exceptional team he leads. Throughout the years, his hardworking team has consistently supported my needs at any time during the year, showcasing a dedication to client satisfaction that goes above and beyond expectations.
Over the years, Tony has not only been a trusted tax accountant but has also evolved into a valued friend. Beyond tax-related matters, he has provided invaluable advice on investments and tax harvesting strategies, showcasing a holistic approach to financial planning.
I wholeheartedly recommend Tony Francis to anyone seeking a reliable and knowledgeable tax accountant. His professionalism, combined with the personalized attention and comprehensive financial guidance provided, make him an invaluable asset. If you are looking for a tax professional with decades of experience and a genuine commitment to client success, Tony Francis is the ideal choice.”
“Tony and his team have assisted me with tax planning and preparation for almost two decades. With Tony, I don’t have to stay abreast of the ever-changing tax laws or worry about accurate filings or timely estimated tax payments. I’ve certainly worked with tax preparers in the past who did not instill that level of confidence. I’ve also worked with preparers who were impersonal and didn’t give me or my taxes the appropriate level of attention. With Tony, I get thorough explanations regarding my tax obligations, followed by thoughtful questions regarding my kids’ achievements. I do not take for granted that I’ve found a knowledgeable, professional and kind tax advisor – one to whom I can simply forward my materials and then say “Tony, take the wheel!” I don’t plan to look elsewhere…ever..”
“I have worked with Tony Francis as my accountant for over 25 years. Tony is an expert in his field with an exceptional staff who make what could otherwise be a painful exercise in filing taxes each year, go as smooth and painless as possible. I’ve recommended numerous people to Francis & Associates over the years and am happy to say all are still clients of Tony’s, even with many having moved from the New York area. The loyalty he’s built over the years with so many people speak volumes to his knowledge, professionalism, and the staff he’s assembled. You won’t find a better person or accountant.”
Company Newsletters and IRS Announcements.
IRS Newswire December 3, 2024 News Essentials What’s Hot News Releases IRS – The Basics IRS Guidance Media Contacts Facts & Figures Around The Nation e-News Subscriptions The Newsroom Topics
IRS Tax Tips Dec 3, 2024 Useful Links: IRS.gov Help For Hurricane Victims News Essentials What’s Hot News Releases IRS – The Basics IRS Guidance Media Contacts Facts & Figures
TPSOs, ERC extension; OIC videos; National Tax Security Week; interest rates and tax filing news e-News for Small Business December 03, 2024 Tax Resources for Small Business Small Business Self-Employment
NYC, New York City, Manhattan, 10122, Bridgewater NJ, 08807, Tax Place Midtown Manhattan