Welcome to Taxpert
Taxpert
A Brief History
Taxpert opened its doors on December 1, 1983 in Dover Plains, NY.
We changed location in January 1985 when we moved to Amenia, NY. Taxpert has always been a leader in implementing the latest technology. We computerized our operations in January 1986 and purchased our first laser printer in 1988.In 1989 we became the ninety first firm approved for the Electronic Filing test program in New York State.
Taxpert moved to Poughkeepsie in 1995 and we made the South Hills Mall our home until 2007. We also owned and operated a satellite office in Peekskill, NY between 1996 and 1998.
In 2004 we opened an additional service - Mortgage Loans.In the near future we plan to add other financial services including Homeowners and Auto Insurance and Brokerage services.
Some of our services below...
Income Tax Preparation
- Individual Returns
- Corporation Returns
- Partnership Returns
- Estate Returnss
- Fiduciary Returns
Electronic Filing
- For fast refunds
- Business Formation
- Partnership Returns:
Ie. Sub Chapter "S" Corporation; or
Limited Liability Corporation;
Financial Planning
We will soon be offering a complete Brokerage Service.
Mortgages
Taxpert Funding is committed to helping you find the right mortgage product for your needs. We understand that every borrower is different, and we offer a variety of products to meet your individual requirements. We make the process of securing a mortgage simple and straightforward by offering you the latest in financial tools that enable you to make sound financial choices.