by Jimmy | Aug 18, 2026 | TAX PLANNING & STRATEGY, TAX QUESTIONS & ANSWERS
If you are a resident of Yonkers or an NYC commuter, you know that your financial situation isn’t “standard.” Yet, when you turn to big-box software, you are treated like a number in a generic database. People often come to my office frustrated...
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 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...
