Next tax advisors

Serves Rockaway Beach, NY

35244

Hired 23 times

7 employees

26 years in business

$1200

4.6

This pro accepts payments via Cash, Check, Credit card, PayPal, Square cash app, Venmo, and Zelle.

Next Service

Credentials

Background Check

Randall Klein
Completed on 2/27/2022

Introduction

Next Tax specializes in Tax Strategies for Business Owners. Whether you are just starting out or have an established business, we can customize a legal strategy to help you save on your taxes. We've been working with business owners for over 30 years, and we know the tax laws and how to use them to your advantage! Let us review your situation with you at no charge to find the plan that works best for you. And if you need to get your business accounting in good order, we can help with that, too. We have a dedicated team of accounting professionals that know how to make sure you stay on top of your compliance needs and information requirements.

Q&A

What should the customer know about your pricing (e.g., discounts, fees)?

Pricing for individual returns is based on the Forms & Schedules used. Unusually complex returns may also require hourly billing. Billing for corporate matters is usually on an hourly basis. I don't believe in "nickle and dime" charges, such as extra charges for phone calls and copies and faxing. This is all included in my work rates.

What is your typical process for working with a new customer?

Once you agree to have me work on your case, I will email our Client Info forms to you. If we are not going to meet in person, you may send me your documents via Secure Web Portal or via Secure Fax. Email is not recommended for security purposes. I respond to all submissions within 1 business day.

What education and/or training do you have that relates to your work?

I hold a certificate in accounting, I have an Associate's degree in accounting, and I have 2 other college degrees, including an Masters in Business Administration (MBA). I have been licensed as an expert in Federal Taxation by the US Treasury (IRS) and have the Enrolled Agent (EA) designation for more than 20 years. Please visit NAEA.ORG for more detailed information of how an EA can help you. (Note: I am not a member of the organization)

How did you get started doing this type of work?

I have owned my own tax shop and had a chain of tax preparation (not franchise) offices since 1991.

What types of customers have you worked with?

I specialize in two areas: 1. Working with business owners and other HNW individuals; 2. Resolving tax controversy (tax debts, non-filer issues, etc.)

Describe a recent project you are fond of. How long did it take?

Over the past 10 years I have resolved more than 98% of all tax debt issues completely. In two separate cases, I saved clients more than a million dollars, each!

What advice would you give a customer looking to hire a provider in your area of work?

Most CPA's are not TAX experts, they are Accounting Generalists. An Enrolled Agent, on the other hand, has the same powers before the IRS as a CPA, but is a licensed Tax Expert. I like to compare it to a heart surgeon versus a General Medical Practitioner. I'm the heart specialist for taxes.

What questions should customers think through before talking to professionals about their project?

Who will be doing the work--The CPA or Tax Pro you hire, or a recent trainee? In my office, only licensed practitioners work on your tax return.