by | Mar 4, 2026 | SEASONAL TAX CONTENT, TAX PLANNING & STRATEGY, TAX QUESTIONS & ANSWERS
The Real Problem: People lose money not because they don’t have income, but because they can’t prove their expenses or they forget local tax credits, leading to “math error” notices from the IRS. Stop Guessing What Your Accountant Needs If you...
by | Jan 29, 2026 | SEASONAL TAX CONTENT, TAX PLANNING & STRATEGY
In my 30+ years of experience, I’ve seen too many people lose money simply because they didn’t know what to ask or because they trusted software that doesn’t understand the nuances of living in our area. Don’t let a rookie preparer at a national chain...
by | Dec 27, 2025 | TAX PLANNING & STRATEGY
By Jimmy Lopez | Tax Strategist Living in Westchester comes with a premium price tag. We have excellent schools and beautiful neighborhoods, but we also carry the heaviest tax burden in the nation. Between the federal taxes, New York State income tax, and the infamous...
by | Dec 19, 2025 | TAX PLANNING & STRATEGY, YONKERS TAX SERVICES
By Jimmy Lopez | Owner, Pupilo Tax Selling a home in Yonkers is stressful enough with the closing costs and the moving trucks. But the real headache often comes months later, during tax season. Many sellers assume that because they paid the “Yonkers Transfer...
by | Dec 18, 2025 | TAX PLANNING & STRATEGY
By Jimmy Lopez | Enrolled Agent & Founder, Pupilo Tax If you live in Yonkers but work in NYC, or if you keep a “pied-à-terre” apartment in the city for late nights at the office, you are walking through a minefield. The New York State Department of...
by | Dec 17, 2025 | TAX PLANNING & STRATEGY
By Jimmy Lopez | Owner, Pupilo Tax There is a massive difference between a “Tax Preparer” and a “Tax Planner.” A Preparer records history. They take what happened last year and put it on a form. If you overpaid, it’s too late to fix it. A...
