Margo Linden Katz

Our strength comes from our concentration in the community, which we serve. Our clients come from the entertainment industry, closely held businesses, and non-profit organizations. Tax return preparation for: individuals, corporations, partnerships, S corporations, LLCs, estates, trusts, and tax exempt organizations.

Take a picture of all the items given away, spread them all on the floor before you put them in the bag. For cash donations: Be sure that your contribution is mailed in time to be cashed before the year end. For contributions made online please save the confirming email and keep it with your tax documents. You may forward a copy to us.

Anyone who is SELF-EMPLOYED, EVEN IF YOU REPORT NO GROSS INCOME. Anyone who receives any money for rent - whether for office space, building, equipment, kit rental, anything - needs to check the filing rules with the city they live in. IF YOU STARTED A NEW BUSINESS this year, you should have obtained your Business Tax Registration already.

These are important legal and insurance items to attend to. Indirectly they affect your long term financial well being and planning. Please seek professional legal and insurance counsel to discuss and complete these matters. Life Insurance, be sure to cover the non-working spouse because they provide priceless services.