2017 Review

We start scheduling personal appointments January 2, 2018 No Earlier!

We hope to find everybody happy and healthy for the new tax season.  The address is 1400 Old Country Road, Westbury NY 11590.  It is only 1/4 mile west of the old office.   If you use GPS systems you have to put  Carmen Ave Extension. See below for directions.

This  year there have been many changes in the tax law and we are prepared to go over them to fit your specific needs.  It seems there will be more changes that will take place during the tax season.

As 2017 comes to a close, it will probably be remembered as the year of uncertainty.  With erratic stock market fluctuations, sustained unemployment, and political changes, it’s made it difficult for people to make decisions that will effect their future.   Please allow me to help you prepare for retirement*, cover your insurance needs*, save for your children’s education*, and help you find the security to navigate these volatile times*.  At your time of appointment, schedule your complimentary financial overview appointment.

Congratulations to all the new business owners this year.  We wish the greatest success for all.  Any corporations that need yearly help with their financials, please notify us as soon as possible.  Attention all business owners, S-Corp or C-Corp, please call for a January appointment.  We feel we can better serve everyone’s needs by producing your corporation returns as early as possible.

Please be aware that all clients who sell stock are responsible for supplying us with the cost basis.  We recently had many clients receive IRS correspondence with inaccurate stock sales.

We would like to thank everyone for referring all your friends and family to us, however, we can no longer accept new clients.  Anyone that cannot get an appointment in a time frame compliant with their needs, please feel free to mail in, fax, email or drop off your information.  Drop-offs and mail-ins averaged a two week turn around last year.  If you choose this option it is pertinent that you include a phone number and e-mail address so we can contact you if we have questions.  Please call early for your appointments and thank you, in advance, for your patience.

We request payment upon completion.  Most debit and credit cards are accepted.


When You Call For An Appointment:

  • Please have a day and time in mind.
  • (If you get the machine, please leave the days and times and we’ll call you back to confirm)
  • Please inform us how many returns we are preparing to allow us proper allocation of time. (Corporations and working children are additional returns.)

Things to remind us of at the time of your appointment:

  • Any change of address
  • Any change of dependents (New Baby or a Child claiming  themselves)
  • Any change in marital status (Single, Newlywed,  Separation, or Divorce.)
  • Place phone numbers and email addresses on all tax information mailed in or dropped off.
  • All Direct Deposit information must be confirmed with a voided check each year!

    DIRECTIONS TO ED O’NEILL’S  OFFICE

    FROM THE NORTHERN STATE PKWY,  TAKE IT TO THE WANTAGH PARKWAY AND HEAD SOUTH TO W2WEST  (OLD COUNTRY RD). GO 2 TRAFFIC LIGHTS AND MAKE A LEFT ONTO CARMEN AVENUE EXTENSION. MAKE THE FIRST LEFT INTO THE PARKING LOT.

    FROM THE SOUTHERN STATE PKWY, TAKE IT TO THE WANTAGH PARKWAY AND HEAD NORTH TO W2WEST  (OLD COUNTRY RD). GO 2 TRAFFIC LIGHTS AND MAKE A LEFT ONTO CARMEN AVENUE EXTENSION. MAKE THE FIRST LEFT INTO THE PARKING LOT