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The vast majority of individuals who retain the services of a CPA are interested in a tax preparation service. At Gary Lerman, CPA, PLLC, individual clients have year round access to a wide variety of services in addition to a high quality traditional tax preparation service. Consulting services regarding a range of issues from retirement strategies to education funding or tax issues from medical savings accounts to individual retirement accounts are readily available to all clients. For many individual clients, a tax projection strategy is of paramount importance and may lead to significant tax savings, beneficial cash flow planning and possibly the avoidance of tax penalties. Individuals are urged to call with questions and discuss significant financial matters so that any activity can be evaluated and considered regarding any direct or indirect tax implications before the end of the tax year.
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