Our Services
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Tax Planning
We believe tax savings are a client’s primary financial goal. We strive to help our clients take advantage of tax efficient options and help develop tax strategies for long term benefit.
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Tax Compliance
The tax environment is constantly changing. Our staff works continuously to keep current on new tax law and regulations so that we can help guide our clients through any potential issues to realize tax savings and mitigate risk.
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Philanthropic Planning
Charitable planning is an important part of wealth management and estate planning. We understand this and work with you and your advisors to develop a plan to meet your charitable goals.
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Accounting & Bookkeeping Services
Accurate accounting and bookkeeping provides a complete picture of your business operations. This is essential in the preparation of complete and accurate income tax returns. Geylin & Associates, PC will help with your accounting and bookkeeping needs.
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Tax Audits
We get to know you and everything relating to tax and, as a result, can assist with Federal and State tax correspondence and income tax, as well as residency audits.
“Many accountants have technical ability. JoAnne adds her truly caring personality to the client relationship that sets her apart.”
— MILTON K., CLIENT