Shatz-Tax, Inc.
Full-service professional tax practice offering tax preparation, planning, and representation for individuals, self-employed, small businesses, and partnerships.
About
With over 15 years of experience, Shatz-Tax, Inc. is a full-service professional tax practice catering to individuals, self-employed professionals, small businesses, and partnerships. The firm aims to maximize refunds and minimize tax liability while providing friendly service at reasonable rates.
Specializations include self-employed clients (programmers, artists, medical professionals), real estate professionals, multi-state returns, home office use, education credits, and children deductions. Services are available at offices in Queens and Hewlett, Long Island, or remotely via secure portal, email, fax, mail, and Skype. The firm also offers elder care, estate planning, personal financial planning, payroll, and various business services. Languages spoken include Polish and Hebrew.
Services
Personal Financial Planning
One-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Estate Planning
Assistance with wills, trusts, health care and power of attorney documents, probate avoidance, tax minimization, incapacity planning, and legacy transfer.
Elder Care
Professional elder care services to assist with daily financial tasks, budgeting, bill payment, checkbook balancing, investment management, and comprehensive estate planning for seniors.
Tax Preparation
Comprehensive tax preparation services including individual, self-employed, small business, and partnership tax returns, with specialization in self-employed professionals, real estate, multi-state returns, home office use, education credits, and children deductions.
