Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.

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Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.

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Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.

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Our Tax Coaching Program Includes:

  • INITIAL TAX ANALYSIS: To assess your current tax situation, We will review your most recent tax documents and let you know if you (or your current accountant) are making expensive tax mistakes, or missing out on valuable tax-saving opportunities.
  • DATA COLLECTION CHECKLIST: Next, you will complete a quick survey to collect the key information required to prepare your customized tax plan.
  • RECOVERY OF LOST TAXES: We will then review your prior tax returns (up to 3 years) to identify any errors or missed opportunities that would allow you to recoup past overpayments.
  • THE TAX PLAN: You will receive a detailed, plain-English, custom-written report (usually 60-80 pages) outlining how the tax code works, including every tax strategy that you can and should implement immediately or in the near future.  This report will be loaded with extremely valuable information and resources.
  • IMPLEMENTATION: We understand how long "to-do" lists can be daunting, so we will also provide you with a timeline of which strategies can be implemented and when, giving you a real plan of action over a 6-12 month period.
  • THE TOOLS: We will provide implementation guides, detailing how to fully implement your new tax plan, including every form you will need to do it.  No excuses!  We make this super-easy for you!  For more complex strategies that require more of my time, we will provide you with very reasonable estimates for those efforts.
  • RETURN ON YOUR INVESTMENT: Our fees are not an expense, they are an investment.  As such, you should expect a generous return on that investment.  We will provide you a calculation of your estimated annual savings, to show you exactly how wise a decision your tax planning fee is.
  • ONGOING SUPPORT: When you choose a maintenance plan you will receive updates to your tax plan whenever the tax laws change.  Tax planning is not a one-time event; your plan should change every time the laws do.  You are not on your own after we deliver your plan. We are there for you as true advisors should be.
  • TIMELY COMMUNICATION: We will provide personalized letters, announcements, and alerts regarding potential upcoming tax law changes and how you should plan ahead for them.
  • TAX LAW MONITORING: Additionally, you will receive deadline alerts throughout the year letting you know about important upcoming tax dates and what you need to do for them.
  • CONVENIENCE: Also with your maintenance plan you have telephone and email access to your tax planner any time of the year; this covers tax questions and financial decision-making advice. 

As a Certified Tax Coach, I have received specialized training in identifying proactive tax planning opportunities and applying them to your unique situation.  You can trust that we will work extra hard to find as many tax saving opportunities for you as possible.  We will identify every strategy that you legally qualify for.
With nothing to lose (except for the hard-earned tax dollars that you might already be overpaying the US Government), why not give us a call today?

Ronald A. Mermer, C.P.A., P.C.

4 Executive Blvd Suffern Suite 204, NY 10901 • 845-368-1095 • Fax:845-368-1549

300 Westage Business Center Fishkill Suite 260, NY 12524 • 845-897-5108 • Fax:845-897-5183

520 North State Road Briarcliff Manor Suite 201, NY 10510 • 914-347-8003 • Fax:866-726-1272


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