J.B. Luzim & Company - Tax and Accounting

Full service tax, accounting, and business advisory services

Payroll service in Garden City, NY (show on map)

4.9

★★★★★

33 reviews

Full service tax, accounting, and business advisory services focusing on individual needs with a low-pressure approach.

Call (516) 747-8939

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About

Welcome. I’m Jeff Luzim, owner of J.B. L

uzim and Company CPA. We created this website to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides. Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us. We love social media! We invite you to connect with us on your favorite social platform from the right sidebar. Check out our Tax FAQ blog for answers to many questions about common tax issues and the Affordable Care Act (aka, Obamacare).

Low-pressure approach

Personalized client focus

Comprehensive tax and accounting solutions

Strategic business advisory services

Services

Tax Preparation and Filing

Professional tax preparation, electronic filing, and assistance with tax refunds.

Electronic filing Refund tracking IRS notice handling

Accounting Services

Full accounting solutions including bookkeeping, financial statements, and payroll.

Bookkeeping Financial statement preparation Payroll services

Business Advisory

Strategic advice for business planning, mergers, acquisitions, and financial analysis.

Business planning Mergers and acquisitions support Financial analysis Management advisory services

Estate and Trust Tax Services

Tax planning and preparation for estates and trusts to ensure smooth transitions.

Estate planning Trust tax preparation Beneficiary tax implications

Sales Tax Management

Assistance with understanding and managing sales tax obligations and returns.

Sales tax compliance Return preparation Ongoing tax guidance

Tax Planning and Strategy

Proactive tax planning to minimize future tax liabilities and optimize financial outcomes.

Personal tax planning Business tax planning Scenario analysis Legislation monitoring

Credentials & Certifications

CPA

MBA

Reviews

Rating

4.9

★★★★★

Reviews

"He is knowledgeable, friendly, and his services are fairly-priced."

Frequently Asked Questions

How long will it take for you to prepare and file my tax return? +

Preparation time depends on the complexity of the return. Provide all relevant records upfront to minimize delays. Schedule your appointment several weeks before the IRS deadline for timely filing.

Is e-filing my tax return safe? +

Yes, as long as you use reputable platforms and avoid public Wi-Fi without a VPN. Reputable platforms encrypt returns so only the IRS can access them.

What should I do if I cannot pay the full amount of tax I owe by the deadline? +

Pay as much as possible immediately, then propose a monthly installment plan to the IRS. Show commitment to avoid penalties and escalated collection efforts.

How long will it take to get my IRS refund? +

Electronic filings typically receive refunds within 21 days. Paper filings may take six weeks or more. Direct deposit speeds up receipt, while mailed checks add extra time.

Is getting a big IRS refund in the spring the best possible tax outcome? +

Not necessarily. A large refund means overpayment throughout the year. Adjusting withholdings or estimated taxes can provide better take-home pay.

Will working with a tax professional help me get a larger tax refund? +

Yes, professionals can identify deductions and credits you might miss, often resulting in larger refunds.

Can a person qualify for more than one tax filing status? +

Yes, individuals may qualify for multiple statuses (e.g., married filing jointly or separately, single vs. head of household) and can choose the one that minimizes tax.

Does an automatic 6-month IRS filing extension grant additional time for payment? +

No, an extension only extends the filing deadline; you must still pay estimated taxes by the original deadline to avoid penalties.