August 31, 2026Tax Strategy & Planning7 min read
When is the Last Day You Can Send in Federal Income Tax Forms?
A New York CPA on federal tax deadlines: the dates that matter, what an extension actually buys you, and what happens if you do miss one.
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Expert Tax & Accounting Insights — Page 2
Stay informed with the latest tax strategies, accounting best practices, and financial insights from our team of experienced CPAs.
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Browsing all posts: Page 2 of 32
August 31, 2026Tax Strategy & Planning8 min read
Amending a New York pass through entity tax return
A New York CPA on PTET amendments: the entity return, the owner credits, and the federal deduction that depends on both of them being right.
August 28, 2026Tax Strategy & Planning8 min read
Can I put my EIN number on the W-9 instead of my SSN?
Yes, using an EIN on a W-9 form instead of your Social Security Number (SSN) is a common practice that can help protect your privacy and add credibility to your business. However, there are specific scenarios where using an EIN is appropriate and others where an SSN may still be required. Below, we’ll explore when you can use an EIN on a W-9 and the advantages of doing so.
August 28, 2026Tax Strategy & Planning8 min read
How to get an EIN number
Cost, lost numbers, W-9 entries, LLC ordering and foreign applicants each have their own answer. Start here and we will point you at the right one.
August 28, 2026Business Taxes8 min read
Do I need an EIN for an LLC with no employees?
If you’ve formed a single-member LLC (SMLLC) and don’t plan to hire employees, you might be wondering whether you’re required to get an Employer Identification Number (EIN). The short answer is: no, it’s not mandatory—but in many cases, it’s strongly recommended.
August 28, 2026Tax Strategy & Planning9 min read
Should I get an EIN or LLC first?
They are not alternatives. Your state grants the LLC, the IRS issues the EIN, and most businesses end up holding both. The order that saves time.
August 28, 2026Tax Strategy & Planning8 min read
How to find my EIN number
Original CP 575A-J or 147C? One is issued when the EIN is assigned, the other on request. Both confirm the EIN, and the IRS now offers a third route. Slug /find-my-ein-number/ (unchanged)
August 28, 2026Tax Strategy & Planning8 min read
How much does it cost to get an EIN?
The EIN is free. Forming the New York LLC around it is not: $200 to the Department of State, a $50 certificate, and a publication bill that varies by county.
August 28, 2026Business Taxes9 min read
What Happens If I Don’t Get an EIN?
The federal rule asks banks for a taxpayer identification number, and a sole proprietor’s SSN is one. When an EIN is really required.
August 28, 2026Tax Strategy & Planning8 min read
How to get an EIN from outside the US
The online EIN tool needs a US base. Foreign formed entities can use phone, fax or mail; US formed entities abroad use fax or mail.
August 27, 2026Tax Strategy & Planning9 min read
New York sales tax exemptions
What is exempt from New York sales tax: clothing under $110, most groceries, prescriptions, and any purchase backed by a valid exemption certificate.
August 27, 2026Tax Strategy & Planning9 min read
How trust distributions are taxed
How trust distributions are taxed. A trust reaches the top 37 percent rate at $16,000 of retained income, which is why distributing usually beats accumulating.