SERVICES

Since its inception in 1984, Executax has been providing tax planning and preparation services for individuals and businesses. As our clients grew and the need for additional services arose, we began to provide the additional services to support our clients’ growth efforts.

Personal and Small Business Tax Planning and Preparation
  • Personal Income Tax (1040, 1040-A, 1040-EZ)

  • Estimated tax planning

  • Prior Year Returns

  • Farming 

  • Small Business Tax Returns

  • Non-Resident Aliens (1040-NR) 

  • Rental Property 

  • All / Multi-State Returns

  • Sales / Use Tax Returns

  • Audit Representation / IRS & State Tax Problems 

  • Debt Resolutions (Offer in Compromise - Form 656)

Bookkeeping Services
  • Monthly & Year-End Profit & Loss, Balance Sheet statements

  • Budgeting, Cash-Flow Analysis

  • Monthly Bank Reconciliations

  • Financial Health Monitoring

Formations and Corporate Tax Services
  • Limited Liability Companies (LLC's)

  • Corporate Taxes 

  • Not-For-Profits 

  • Home Owner’s Associations 

  • Partnerships 

  • Estate & Trusts 

  • Gift Tax 

  • Business Start-Ups

Life Events
  • Tax consequences of 401(k) and IRA rollovers and requirements for distributions

  • Pension plans for business- determine impact on the company’s financial health

  • Trusts - Tax Benefits

  • Marriage and divorce - Tax Impact

  • Births and Deaths -  Tax implications

  • Estates and Inheritances - Tax implications

We have grown our services by helping clients solve their difficulties. If you require assistance in a matter or service not listed here, contact us and let us work with you to help.       

Your Federally-Licensed Tax Professionals.

Address

7 Hemphill Place, Suite 230

Ballston Spa, NY 12020

Tax Season Hours (Jan. 2 - Apr. 30)

Monday - Friday: 8:00 am to 9:00 pm

Saturday - Sunday: 9:00 am to 5:00 pm

Outside of Tax Season we are available by Appointment Only.

© 2017 by Executax, LLC. All Rights Reserved.

This site is for information purposes only and is not intended to provide financial, accounting, or legal advice. It is best to consult with a professional for financial, accounting, or legal advice.