Our firm offers superior client services and consulting to individuals, professionals, and small/mid-size businesses in:
- Tax Preparation
- Tax Planning Services
- Roth IRA Investment Strategies
- Social Security Taxation Reduction Strategies
- Charitable Tax Planning Strategies
- Small Business Strategy Development
- Training in Quickbooks and other Accounting Software
At Yonah Tax, we pride ourselves on not only making the customer happy but creating lasting relationships. It is always our goal to make sure that each and every customer leaves feeling that all expectations were not only met, but exceeded.
Our team of highly experienced and energetic professionals makes sure that each client has the personal and professional experience that they deserve. Our main objectives, in this order, our customer service, quality, and communication. It is a customer-centric approach that has allowed us to not only retain our current customer base, but to grow substantially over the years.
We understand that this process, as tedious as it may be, must be completed without any errors. Before any tax form is submitted, it goes through a multitude of processes that we put in place to make sure they are error-free.
Roth IRA Conversion Strategies is another area that our team focuses a tremendous amount of time on. A member of our professional staff will be with you from start to finish to make sure that you are completely satisfied with your results.
Social Security Taxation Reduction and Charitable Tax Planning Strategies are twos avenue that many other tax companies do not focus on. We feel that we are ahead of the game due to the time and efforts spent on this tax reduction and strategy.
Small Business Strategy Development is our bread and butter when it comes to all of our areas of expertise. We will sit down and evaluate your current situation and will offer and help guide your business to the success it deserves.
Bookkeeping, Payroll, Quickbooks, and other Accounting Software Training puts us ahead of the pack. Our team will take care of these potential disaster areas before they become a problem. Our team is well versed in many of the latest accounting software programs and are here to guide you through every step so you feel comfortable with these programs.