A & J Tax, Inc. is a family owned and operated Tax and Accounting firm with over 45 years of experience. From father to son, Joe will help you understand your tax and accounting needs and give you confidence throughout the entire process. We have grown to become a diversified operation servicing the needs of small businesses, individuals, and tax-exempt organizations. Our dedication to providing superior client service has earned us the honor of being nominated for the Greece Small Business of the Year award for three consecutive years through the Greece Chamber of Commerce.
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
Tax Services
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.
Roth IRA
401(k) Calculator, 401(k) Savings with Profit Sharing, 401(k) Spend It or Save It Calculator, 403(b) Savings Calculator, 457 Savings Calculator, 72(t) Calculator, 72(t) Distribution Impact, Beneficiary Required Minimum Distributions, Company Stock Distribution Analysis Calculator, How Important is Social Security?, Individual 401(k) Contribution Comparison, Individual 401(k) Savings Calculator, Pension Plan Retirement Options, Required Minimum Distribution (RMD), Required Minimum Distribution (RMD) for Current Year, Retirement Contribution Effects on Your Paycheck, Retirement Income, Retirement Nestegg Calculator, Retirement Pension Planner, Retirement Planner, Retirement Shortfall, RMD & Stretch IRA Calculator, Roth 401(k) vs. Traditional 401(k), Roth IRA Calculator, Roth IRA Conversion, Roth IRA vs. Traditional IRA, Roth vs. Traditional 401(k) and your Paycheck, Social Security Benefits, Traditional IRA Calculator More...
Income Tax
The IRS has announced the federal income tax treatment of certain lead service line replacement programs for residential property owners. It is required by the federal and many state governmen...
Capital Gains Taxes
If you own company stock in a retirement plan you may be able to take advantage of using the long term capital gains tax rate rather than your ordinary income tax rate on this investment.
This calculator can help you analyze the costs associated with buying shares in a mutual fund. By entering a few pieces of information, found in your fund's prospectus, you can see the impact of fees and operating expenses on your investment.
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
Payroll Services
As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
Retirement Planning
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
Long Term Care
Comprehensive Life Insurance Analysis, Disability Insurance, Fixed Annuity Calculator, Health Savings Account (HSA) Contribution Calculator, Health Savings Account (HSA) Goal Calculator, Health Savings Account (HSA) Savings Calculator, Health Savings Account (HSA) vs. Traditional Health Plan, Health Savings Accounts (HSA) Employer Benefit, Human Life Value, Immediate Annuity Calculator, Life Insurance Calculator, Long Term Care Calculator, Variable Annuity Calculator More...
Asset Management
Annual Stock Option Grants, Asset Allocation Calculator, Compare Investment Fees, Future Contracts Calculator, Internal Rate of Return (IRR) Calculator, Investment Distributions, Investment Goal, Investment Loan, Investment Questionnaire - Cash, Fixed Income and Equities, Investment Returns, Investment Savings and Distributions, Municipal Bond Tax Equivalent Yield, Mutual Fund Expense Calculator, Personal Economic Recovery Calculator, Present Value Calculator, REIT Tax-Equivalent Distribution, Stock Option Calculator, Taxable vs. Tax Deferred vs. Tax Free Investment More...