RJG Tax & Capital Solutions, Inc

Accountant in Hauppauge, NY (show on map)

5.0

★★★★★

1 reviews

RJG Tax & Capital Solutions is a third-generation family-owned and operated Tax & Financial Planning firm.

Call (631) 981-8999

Navigate to Visit website

About

Our understanding of the ever-changing tax code is expanded through yearly continuing education so that we may better assist our diverse clients. Our goal is to make filing taxes as easy as possible by eliminating taxpayer stress.

Our knowledge base is especially helpful should interacting with federal and state government agencies be required. Our website has been designed to provide clients and potential clients with information about our firm and to give ready access to links and forms that may be of use. 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.

Third-generation family-owned and operated

Professional and personable staff

Yearly continuing education for tax professionals

Client relationship focus

Comprehensive financial planning services

Services

Tax Preparation

We assist clients with federal and state tax returns, ensuring accuracy and compliance with the latest tax laws.

Yearly continuing education for tax professionals Client relationship building Access to tax forms and publications

Estate & Trust Tax Preparation

We work with legal counsel to structure estates and trusts to minimize taxes and ensure smooth transitions to heirs.

Collaboration with legal advisors Minimization of estate and trust taxes Compliance with federal and state tax laws

Corporate Planning Services

We offer comprehensive services for small businesses, including pension plan reviews, new plan design, and employee benefit programs.

Pension plan reviews and evaluations New plan design and installation Employee benefit program design and evaluation

Business Entity Selection

We help clients choose the appropriate business entity (LLP, LLC, corporation, etc.) based on financial and tax implications.

Explanation of entity implications Guidance on entity selection Advisory on entity changes as business grows

Retirement Planning

We help individuals and businesses develop retirement plans that meet unique financial goals and risk tolerances.

Goal setting and financial analysis Asset allocation strategies Plan design and monitoring

Personal Financial Planning

We offer comprehensive financial planning services covering investment, retirement, insurance, and estate planning.

Investment and retirement planning Insurance risk management Estate conservation

Credentials & Certifications

CHC (Certified in Healthcare Compliance)

Since N/A

Member, National Society of Tax Professionals

Since N/A

Reviews

Rating

★★★★★

Reviews

"Always answers any questions right away, and is super available."

Frequently Asked Questions

When do you need a will? +

You need a will right now to ensure your assets are distributed according to your wishes after death.

What is the value of your business? +

Ascertaining the value of your business is important for various reasons, including strategic planning and financial decision-making.

What is a Special Needs Trust? +

A Special Needs Trust helps care for a special needs child when the parent is no longer able to provide for them, ensuring eligibility for government benefits.

What are the benefits of a Grantor Retained Annuity Trust (GRAT)? +

GRATs allow donors to transfer assets to a trust while retaining an annuity payment, potentially reducing estate taxes.