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Javier Valderrama

Expertly Handling Multi-State Taxes: Javier’s experience of finding tax solutions while living in NJ and working in NYC

Client:

Javier Valderrama

Business:

Individual / Employee

Solutions:

Tax Preparation

Starting:

2022

Accounting Solutions:

When Javier approached us tax preparation, we knew his situation would require careful attention and expertise. He worked in New York City but lived in New Jersey, making his tax return multi-state and potentially complex. As we delved into his financials, it became clear that he needed assistance in maximizing deductions and ensuring he received proper credits for taxes paid to New York.

With a meticulous approach, we navigated through the intricacies of multi-state tax filing. We ensured that Javier received the deserved New Jersey credit for taxes paid to New York, ultimately reducing his tax liability. By leveraging all possible deductions specific to his situation, we were able to optimize his tax return, resulting in a more favorable outcome than if he had self-prepared.

Throughout the process, we maintained open communication, discussing each step and providing clarity on any questions he had. Our goal was to make the entire experience as smooth and stress-free as possible. Seeing the relief on his face when we finalized his tax return and knowing we had made a positive impact on his financial situation was incredibly rewarding. It is moments like these that fuel our passion for helping clients like Javier achieve their financial goals.

From the client:

To say the least, Andrew is a professional and truly knows what he’s doing. From switching jobs to even filing in multiple states, he stays on top of all my tax issues and does so in a timely manner. Can’t say on his end, but for me, tax time is a breeze now!