Tax Preparation

Note: Thomann Tax is not accepting any new tax preparation clients.  

Thomann Tax, Inc. specializes in individual tax preparation for active and retired NYC employees.  Thomann Tax does not prepare tax returns for businesses (C Corp, S Corp, Partnerships, etc.).

Tax preparation fee: minimum fee $230.  Minimum fee includes the preparation of form 1040 and (1) one state tax return.
Fee range for most clients is $230 to $275.

Tax Planning

Thomann Tax Inc. also provides tax planning services relevant to active and retired NYC employees.  The following are some of the tax planning topics we have helped clients with:

  • retirement plan conversions to Roth IRAs
  • rollover strategies
  • 3/4 disability tax planning strategies
  • Cost basis reset
  • Cost basis
  • Qualified charitable distributions (QCDs)
  • general IRA issues
  • required minimum distributions
  • removing money from retirement accounts before 59 1/2 years old without penalty

Tax planning fee: $250

9-11 World Trade Center (WTC) Tax Issues
  •  Tax forgiveness
  • Amended tax returns