Pinnacle Tax Advisors

Social Security Numbers (including spouse and children), Birth Dates (including spouse and children), Last year's tax return (New clients only), Child care provider details, Alimony paid information, W-2 forms for this year, Unemployment compensation, Miscellaneous income including rent and business, Partnership, S Corporation, & trust income, Pensions and annuities, Social Security/RR1 benefits, Alimony received, Jury duty pay, Gambling and lottery winnings, Prizes and awards, Scholarships and fellowships, State and local income tax refunds, Residential address(es) for this year, Mortgage interest, Sale of your home or other real estate, Second mortgage interest paid, Real estate taxes paid, Rent paid during tax year, Moving expenses, Interest income statements, Dividend income statements, Capital gains/losses from stock transactions, Retirement plan distribution, Auto loans and leases if vehicle used for business, Student loan interest paid, Early withdrawal penalties on CDs and other time deposits, Gifts to charity, Unreimbursed expenses related to volunteer work, Unreimbursed expenses related to your job, Investment expenses, Job-hunting expenses, Job-related education expenses, Higher education expenses, Child care expenses, Medical expenses, Adoption expenses, Alimony paid, Tax return preparation expenses and fees, Business-related expenses, Farm-related expenses, Employment taxes & other business taxes paid for current year, Federal, state & local estimated income tax paid for current year, IRA, Keogh and other retirement plan contributions, Records to document casualty or theft losses.

The office is open year-round, and clients can be serviced anytime they have questions about tax-related matters or if any correspondence is received from the IRS or state jurisdictions.

Tax Advisors Group of Long Island has been successfully servicing our community for over 25 years.

We offer comprehensive tax preparation, planning, and business accounting services for individuals and small to medium-sized businesses, including federal, state, and local income tax preparation, tax planning, IRS audit representation, non-filed tax returns, back taxes owed, payroll tax problems, IRS liens, IRS levies, IRS wage garnishment, IRS seizures, Offer In Compromise, IRS payment plans, bankruptcy, and Innocent Spouse Relief. Additionally, we provide small business accounting, QuickBooks services, payroll, sales tax preparation, cash flow management, strategic business planning, succession planning, new business formation, and internal controls. For estate planning, we offer estate tax analysis, wills & trusts, estate liquidity & death planning, and special needs planning for spouses, children, and parents.

Our offices are conveniently located on the corner of Park Avenue and Sunrise Highway in Rockville Centre, NY.

You can reach us at 265 Sunrise Highway, Suite 64, Rockville Centre, NY 11570, by phone at 516-536-2400, by fax at 516-536-4258, or via email at [email protected].