Tax Planning & Financial Advice
Designed to maximize your benefits.
High-level tax planning
Designed especially for individuals with growing assets and expanding companies.
National and International Coverage
We serve both local and global clients, providing strategic solutions.
Customized approach
Each client is unique, and our financial strategies reflect this.
ABOUT US
At Vera & Associates., we specialize in providing comprehensive financial solutions tailored to the unique needs of our clients. Headquartered in New York and serving all 50 states, we deliver exceptional services focused on measurable results. Our team of seasoned professionals brings expertise and dedication to deliver personalized strategies that drive success.
Practice Areas
At Vera & Associates, we offer a full range of services for individuals.
We provide strategic solutions that simplify tax management.
Our Services:
ITIN Application & Renewal (Tax ID Number)
We help individuals apply for and renew their ITIN (Tax Identification Number) with full guidance throughout the process.
Personal Tax Return Preparation (Form 1040)
Federal and state income tax return filing for individuals. Whether you are employed, self-employed, or a student, we ensure your return is filed correctly and on time while maximizing credits and deductions.
Tax Return Amendments (Form 1040X)
If mistakes were made on a past return, we assist with filing an amendment to correct the information and resolve any IRS discrepancies.
IRS Notices & Letter Assistance
Receive an IRS notice? We explain what it means and help you respond properly. We handle common notices, adjustments, and requests for additional information from the IRS.
Tax Planning for Individuals
Guidance on how to prepare for next year’s taxes, what records to keep, and how to maximize credits and refunds. We help you stay one step ahead of tax season.
Bank Account Assistance
Many banks and credit unions accept ITINs to open checking or savings accounts. We provide support and guidance so you can start building your financial history and access secure savings options.
Contact us
Ready to elevate your finances? We are here to answer your questions and offer tailored solutions. Simply complete the form below or reach out through any of our communication channels. We look forward to connecting with you!