Hi

We serve the interests and objectives of our clients.  You and us, how can we help you?

Taxes

Technology is supposed to reduce the cost of filing taxes.  With KbalaTax most individuals and married couples will pay $89 to file taxes with us.   Whether you have a big refund or lots of deductions your price stays the same. 

Do you want your money a bit faster?  No problem, we provide refund loans to you at cost and without markup.  Always read the fine print, no one has the power to force the IRS to issue refunds quicker.  Your state filing is always included along with a physical & digital copy of your return.  You & Us

2020 Tax Prices

  • Sales tax filing – $25 monthly $50 quarterly $120 annually
  • Email, fax, text or upload scanned documents
  • Federal and all 50 States
  • ayalaSafe

Payroll

$34 a month includes processing for 1 employee.  Chose weekly, biweekly or monthly paychecks.  Additional employees are $4 per employee per month.  Everything you need for payroll and more.

Bundling insurance with payroll tends to increase costs with additional management fees.  Commissions are paid on all insurance policies so why pay twice?  Check your invoice and compare.

  • W2’s included
  • Check signing included
  • 401(k) reporting included
  • Benefit calculations included
  • Tax payments included
  • $10 per form 1099
  • Additional fee direct deposit
  • Additional fee employee mail services
  • Service area: CA | NY | MA | PA | VA
  • ayalaSafe

Insurance

Insurance is complex, we work to make sure options presented meet the needs of the policy holder. A singular cost based approach may end up costing you more. You & us

  • Do you need individual health insurance?
  • Do you have Medicaid and Medicare?
  • Should you save or invest?
  • Annuities, life and long term care insurance options
  • Do you need workers comp or state disability?
  • Having problems with the exchange? We can help
  • NY state of health broker