Tax Preparation

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.).  There are two options available to get your taxes completed:

  1. Schedule an appointment via the online appointment scheduler or by phone (718-720-1712) to come to our Staten Island office.
  2. Request to set up as a client using our secure client portal. This method is great for the client who doesn’t want to come to the Staten Island office.

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