Jarred R. Berman, CPA

February 1st is coming up soon! File your taxes early to get your refund fast and to prevent ID Theft. Filing early confirms no one else uses your SSN to get a fraudulent refund.

How many new ETFs were created in 2019? A: 268

5 Easy Financial Resolutions for the New Year! 1. Use a secured password manager to make sure passwords are unique and strong. 2. Protect your Legacy-are beneficiaries listed? life insurance updated? 3. Consolidate retirement accounts - changed jobs? left over 401K balances from prior employer? Rollovers updated and done accurately? 4. Set up an online account at social security - are there any unexplained gaps in your earnings history?... 5. Create a home inventory - there are apps for this and if a disaster strikes, you will have a faster claime with your home insurance company and get paid faster! HAPPY NEW YEARS!

Call today to schedule your tax meeting for the upcoming 2019 tax season. We handle all individual/corporate accounting, tax, and financial planning needs in a confidential and cost effective manner. 516-974-3638

Happy thanksgiving! Thought this was funny since tax time is just around the corner. Its never to early to review your finances! Jarred R Berman, CPA 516-974-3638

New investors need to understand this... Always have an emergency fund, things do happen. Be smart and careful with your money.... After all. You worked for it!

When you think you can’t succeed.

Number 3 is my personal favorite. What are your thoughts?

Follow the laws and you can’t go wrong.

When you make your next Roth IRA contribution, make sure you actually can. For tax years beginning 2020 phase outs begin at 124K for Singles and 196K for Married Filing Joint. If you file MFS and make more than 10K, you can not contribute!