Advanced Tax Management

Advanced Tax Management is a tax preparer in Stony Brook, NY. The firm provides comprehensive tax preparation, tax planning, and consultation services for individuals and small businesses. As an Enrolled Agent, the practitioner offers expertise in navigating complex tax laws to help clients achieve financial goals. The business maintains a 5.00 rating.

The firm is led by Daniel Thompson, a solo practitioner who brings a background of military service and law enforcement to the tax profession. Having served 23 years as a Military Police Officer and 20 years with the MTA Police Department, retiring as a Sergeant, Thompson utilizes his experience in leadership, detail-oriented investigation, and accountability to manage tax situations. The practice focuses on providing tailored solutions and personalized advice by understanding each client's unique circumstances. Services include managing individual returns, small business taxes, and year-round planning strategies designed to minimize tax liability. The firm also utilizes a secure portal to assist clients.

Advanced Tax Management provides dedicated, expert tax services to the Stony Brook community through a commitment to accuracy and personalized client support.