Trusted for Tax Preparation & Planning Services
Ronald A. Bartlett & Associates, LTD. is a trusted source for retirement planning, and we help you with your tax returns. We serve clients anywhere in New York City.
We are one of the few businesses that offer tax preparation and planning for your investments during retirement. We are up-to-date and have knowledgeable employees. We have EA associates that work within our firm, and we belong to a national network of tax practitioners that are federally enrolled agents and provide responsible advice. Our goal is to reduce your taxes during retirement with your investments.
There are fewer mistakes made because of our automated systems. We collect all your relevant documents and conduct an interview. This process lets us know what you do, and where we can reduce your tax liability. We are
your financial advisor. Most of our clients are retired, or soon to be retired.
Making the Complicated Simple
The tax code is convoluted and very complicated. So is the financial investment business. With us, tax preparation and planning go hand in hand. We help guide our clients through these difficult processes. You can now make the most of the tax season.