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Mobirise Website Builder v4.8.8
 * Team Members 
 * Tax Checklist
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MANHATTAN TAX

Manhattan Tax is a full service tax preparation and planning firm, servicing our
clients for over 20 years. Our offices are conveniently located on Broadway
between 37th and 38th St in midtown Manhattan.








ABOUT US

Manhattan Tax is a full service tax preparation
and planning firm, servicing our clients for over 25 years. Our offices are
conveniently located on Broadway between 37th and 38th St in midtown Manhattan.

Our focus is providing professional federal, state and local income tax
preparation services, as well as tax planning to help achieve your goals of tax
reduction and building towards a sound future. In addition to individual income
tax preparation, we also provide tax and accounting services to small and medium
sized businesses. We help our clients decide what type of business entity to
choose, help them to create the entity and register it with the Federal and
State governments, and set up accounting strategies to help reduce tax and
maximize profits.

Our office is open year round, clients can be serviced anytime they have
questions about tax-related matters or if any correspondence is received from
the IRS or state jurisdictions.

Manhattan Tax has been successfully servicing our community for over 20 years.
Our qualified staff members strive to meet all client service needs with
integrity, respect and quality service.

Please call us to discuss your concerns and to schedule a convenient
appointment.









TAX AND
FINANCIAL PLANNING


SERVICES WE OFFER



TAX SERVICES         
     ⚪ Tax Preparation
     ⚪ Tax Planning
     ⚪ IRS Audit Representation
     ⚪ Non-Filed Tax Returns
     ⚪ Back Taxes Owed
     ⚪ Payroll Tax Problems
     ⚪ IRS Liens
     ⚪ IRS Levies
     ⚪ IRS Wage Garnishment
     ⚪ IRS Seizures
     ⚪ Offer In Compromise
     ⚪ IRS Payment Plan
     ⚪ Bankruptcy
     ⚪ Innocent Spouse Relief 

BUSINESS SERVICES
     ⚪ Small Business Accounting
     ⚪ QuickBooks Services
     ⚪ Payroll
     ⚪ Sales Tax preparation
     ⚪ Cash Flow Management
     ⚪ Strategic Business Planning
     ⚪ Succession Planning
     ⚪ New Business Formation
     ⚪ Internal Controls

ESTATE PLANNING
     ⚪ Estate Tax Analysis (Probate Costs/Taxes)
     ⚪ Wills & Trusts
     ⚪ Estate Liquidity & Death
     ⚪ Special Needs of Spouse,
          Children & Parents










TAX CHECKLIST


CHECKLIST - WHAT TO BRING TO YOUR TAX APPOINTMENT 

⚪ Social Security Numbers (including spouse and children)
⚪ Birth Dates (including spouse and children)
⚪ Last years tax return (New clients only)
⚪ Child care provider : Name, address and tax I.D. or Social Security Number
⚪ Alimony paid: Social Security Number
⚪ W-2 forms for this year
⚪ Unemployment compensation
⚪ Miscellaneous income including rent and business
⚪ Partnership, S Corporation, & trust income
⚪ Pensions and annuities
⚪ Social Security/RR1 benefits
⚪ Alimony received
⚪ Jury duty pay
⚪ Gambling and lottery winning
⚪ Prizes and awards
⚪ Scholarships and fellowships
⚪ State and local income tax refunds
⚪ Residential address(es) for this year
⚪ Mortgage interest
⚪ Sale of your home or other real estate
⚪ Second mortgage interest paid
⚪ Real estate taxes paid
⚪ Rent paid during tax year
⚪ Moving expenses
⚪ Interest income statements
⚪ Dividend income statements
⚪ Capital gains/losses from stock transactions
⚪ Retirement plan distribution
⚪ Auto loans and leases if vehicle used for business
⚪ Student loan interest paid
⚪ Early withdrawal penalties on CDs and other time deposits
⚪ Gifts to charity
⚪ Unreimbursed expenses related to volunteer work
⚪ Unreimbursed expenses related to your job
⚪ Investment expenses
⚪ Job-hunting expenses
⚪ Job-related education expenses
⚪ Higher education expenses
⚪ Child care expenses
⚪ Medical expenses
⚪ Adoption expenses
⚪ Alimony paid
⚪ Tax return preparation expenses and fees
⚪ Business-related expenses
⚪ Farm-related expenses
⚪ Employment taxes & other business taxes paid for current year
⚪ Federal, state & local estimated income tax paid for current year
⚪ IRA, Keogh and other retirement plan contributions
⚪ Records to document casualty or theft losses

How to Quickly Set Up IRS Taxpayer Account using ID.me (Walkthrough)
Click here for video

Fastest Way to Get Your IRS Tax Information (Stimulus Checks, ACTC,Taxable
Income…info)
Click here for video









OUR TEAM MEMBERS

Francis X. Morovich

Anthony Catanzaro
 









DROP A LINE

DON'T HESITATE TO CONTACT US

1385 BROADWAY, 20TH FL
BETWEEN 37TH AND 38TH ST.
NEW YORK, NY 10018

Phone: 212-473-2717
Fax: 212-982-2856
Email: custsvc@mtaxx.com

Thanks for filling out the form!
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Osaic Wealth Form CRS





Manhattan Tax are Registered Representative of and offers securities products &
services through Osaic Wealth, Inc. Member FINRA/SIPC, a registered
broker-dealer. In this regard, this communication is strictly intended for
individuals residing in states of AZ, CA, DE, FL, IL, KY, MA, NC, OH, OK, PA,
TX, VA CT, NJ, NY and NV. As such, these services are strictly intended for
individuals residing in AZ, CA, DE, FL, IL, KY, MA, NC, OH, OK, PA, TX, VA CT,
NJ, NY and NV.

A broker-dealer, investment advisor, BD agent, or IA rep may only transact
business in a state if first registered, or is excluded or exempt from state
broker-dealer, investment advisor, BD agent or IA rep registration requirements,
as approprate. Follow-up, individualized responses to persons in a state by such
a firm or individual that involve either effecting or attempting to effect
transactions in securities, or the rendering of personalized investment advice
for compensation, will not be made without first complying with appropriate
registration requirement, or an applicable exemption of exclusion.

For information concerning the registration status or discriplinary history of
broker-dealer, investment adviserm DB agent, or IA rep, a consumer should
contact his or her state securities law administrator.