Additional Services

Additional “Done For You” Services Our Firm Provides

Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.

If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free to contact us and we’d love to answer any questions you have and help in any way we can.

FINANCIAL PLANNING

Full Financial Planning
Portfolio Analysis
Mutual Fund Review
401K Review

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PREPARING FOR THE FUTURE

Big Employee Retention Credit Update For NYC Businesses

With the passage of the American Rescue Plan Act AND the CARES Act, the government is seemingly trying to go "full Oprah" with all of the credits, grants, and such that they are slinging out to NYC small businesses...And while the media headlines are dominated by...

Claudine Powell Phillip’s Third Stimulus Package Update

Well, it doesn't look as if the minimum wage increase is happening.But all kinds of other interesting nuggets are inside the Senate version of the third stimulus package, the "American Rescue Plan" (i.e. the Biden stimulus).Now, portions of unemployment are NOT...

All Things PPP For Businesses in NYC

We are knee deep in tax forms with the 3/15 deadline looming for corps.On top of that, of course, Congress continues to throw new things our way. The House passed the "American Rescue Plan" and there are stimulus-ish things to pay attention to.One provision of note...

How NYC Small Businesses Should Handle A Crazy Customer

We're keeping our powder dry over here at Phillip & Associates, LLC, as it relates to the "American Rescue Plan'' proposed by Biden. There's plenty of talk about it ... but as of yet, nothing has passed.I prefer to live in the world of what *is* -- instead of...

Claudine Powell Phillip’s System To Turn Upset Clients Into Happy Clients

I am simultaneously eager while also being slightly horrified that tax season has officially begun.Horrified, simply because the IRS has been significantly behind the 8-ball this year, and I still can't believe that we're already halfway through February 2021.EAGER...

Measuring Key Numbers In Your NYC Business And Developing Accountability

During the first Super Bowl that Tom Brady won (with the Patriots), these were some of the companies who advertised (hat tip to Jon Erlichman of Bloomberg):AOLBlockbusterRadio ShackCircuit CityCompUSASearsHotJobsYahooVoiceStream WirelessGateway ComputersThe year was...

A Checklist For NYC Business Owners’ For 2020 Personal Income Taxes

So, last week I ran through the (rather incredible) selection of NEW and/or extended tax credits available for NYC business owners.That's just the tip of the iceberg though.But this is the great thing about working with business owners in tax strategy ... we can get...

Six Options For NYC Small Business Aid And Tax Savings

My goal today is to simplify your options.There is so much noise, and so many conflicting voices about all of this, that I wanted to give you an authoritative, basic rundown of what's being made available to you and other NYC small business owners by the federal...

My NYC Small Business Health Quiz (Part 2)

Let's start today with a couple questions I've been getting here at Phillip & Associates, LLC from our NYC small business clients about the second round of the PPP, and some of the new provisions of the recent bill that affect businesses.If I received the first PPP,...

My NYC Small Business Health Quiz (Part 1)

Last week, when I wrote my message to our NYC business clients, the biggest news was the second round of the PPP, and that expenses covered under the first round of it would be tax deductible.Has anything happened since then?Goodness, even just the "mere" fact that...