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I prepare income tax returns for decedent’s estates and trusts….

Posted by on Feb 14, 2015 in Uncategorized |

I prepare income tax returns for decedent’s estates and trusts (i.e. 1041 returns).  A fiduciary of a decedent’s estate (i.e. executor) must file form 1041 (Income Tax Return for Estates and Trusts) for a domestic estate that has gross income, for the tax year, of $600 or more. A fiduciary of a trust (i.e. trustee) must file form 1041, for the trust, if the trust has any taxable income or gross income of $600, or more, for the tax year. I can also assist you in preparing the state inheritance tax return for the decedent’s estate.  Please call me, at (973) 366-2637, if you need assistance in handling the tax compliance for a decedent’s estate or a...

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I can assist you with filing past due income tax returns…..

Posted by on Feb 14, 2015 in Uncategorized |

I can assist you with filing past due income tax returns.  I can also assist you in obtaining an IRS Payment Plan for back taxes owed.  In addition, I can explain IRS Offer in Compromise (“OIC”) options that may be available to you.  If you qualify for an OIC, you may be able to settle your IRS tax debt for cents on the dollar.  I am also a QuickBooks ProAdvisor and can help you setup your QuickBooks file and provide you with training.  Please call me at (973)...

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Ken Hunt of St. Louis, MO

Posted by on Nov 6, 2013 in Testimonials |

“I relocated to Northern New Jersey late last year from out of state.   I had used Turbo Tax for the last 6-7 years to do my own taxes.  However, I knew 2012 would be totally different for me.  I had earned income in two states, taxable relocation expenses, medical expenses, funeral expenses and several hundred dollars of taxable donations.  There were no way I could take advantage of the various tax credits and deductions I was entitled to by doing the income taxes myself.  Not to mention the fact I was pushing the deadline to file.  Bryan Lusardi was able to put enough of my taxes together so that I was able to file for an extension.  Immediately he went to work on a thorough evaluation of my tax liability and refund that I was due.  Because of Bryan’s experience, knowledge and persistence in helping me to get my personal information together, I was able to receive a refund way beyond my expectations!  I highly recommend Bryan Lusardi for personal income tax preparation.  And this is only a portion of his professional repertoire…..  K. Hunt”...

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Anna & Vincent Loia of Morris Plains, NJ

Posted by on Nov 6, 2013 in Testimonials |

We were very pleased with the service received from Bryan. He is experienced and professional in his work. He helped us with some complicate Income Tax issues. He took time explaining things to make sure we fully understood. Moreover, Bryan is a friendly person, he cares about is customers. We sincerely appreciated. Anna & Vincent Loia

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Nate Martin of Morris Plains, NJ

Posted by on Oct 8, 2013 in Testimonials |

I am exceptionally pleased with the service that I received from Bryan and I will most certainly choose to do my taxes with him going forward. Prior to last year (2012) I had been going to one of the big, chain style accounting services and found that I was getting very little for my money. They were trying to shove me into a one size fits all bucket.. and to make matters worse, they didn’t really have the capacity to understand my tax situation. I found Bryan, and was instantly impressed with his command of tax law and his ability to explain how it pertained to me and my situation. He reviewed my taxes for previous years, finding flaws in the way that those other guys did them, and detailed exactly what was wrong and what was needed to be done to correct the problem. Needless to say, my taxes were done promptly and with little to no hassle on my part. Doing my taxes with him was seriously easy. He gave me an option to just upload all of my files as opposed to having to bring things in loose form to him. When I had questions, or there was follow up, he had excellent communication via phone and email All this together has made me a loyal customer. I recommend him very highly.Nate Martin of Morris Plains,...

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