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Tax Services

"Any one may so arrange his affairs that his taxes shall be as low as possible, he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one's taxes."

Judge Learned Hand, Halvering v. Gregory, 69 F. 2d 809, 810-11 (2d Cir. 1934).

Using our credentials as attorneys, financial advisors, and tax preparers, we help our investment clients strategically lower their tax liability to keep more of what they make. We understand the intricacies of the tax code and can help work through all the new legislation.

Our tax services primarily include:

  • Personal Income Tax Preparation (Federal, State, and City)
  • Schedule C Businesses
  • Schedule E Rentals
  • 1041 Trust and Estate Tax Returns
  • 709 Gift Tax Returns
  • S-Corp and Partnerships

*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.

Tax Advice Disclosure: Pursuant to the Internal Revenue Service Circular 230, we advise you that any federal tax advice contained in this communication is not intended or written to be used for the purposes of avoiding penalties that may be imposed under the Internal Revenue Code or to promote, market, or recommend to another party any transaction or matter addressed in this communication.

Download Our Tax Reform Ebook!

In 2018, the United States saw the biggest overhaul to the tax code in 30 years. Download our free ebook now to learn about how these changes impacted the financial landscape.