Tax Preparation & Compliance Services

In this ever-changing world of tax rules and regulations, trying to keep with the current standards can be overwhelming. CGA acts as a tax department for you and your business. Our A to Z tax support enables you to concentrate on your core business.

Our Tax Preparation and Compliance Services include:

Business
Estate
Fiduciary
Gift
Individual
Not-For-Profit
Payroll
Qualified Plans
Sales tax
IRS, State and Local Notice Resolution
IRS, State and Local Audits
Foreign Reporting
Other Specialized Services Required

Blog

May 15, 2026

Cga

The Importance of Beneficiary Reviews

IRAs are different from other assets. Company plan assets and insurance policies also are governed by different rules, and they must be considered separately from other assets. They generally pass by contract, and not under the provisions of your will. The beneficiary form usually supersedes other documents, so planning and administering these documents are key, especially when the majority of your assets are held in these accounts. These forms should be reviewed annually, and designations should be confirmed with all custodians to make sure their records correctly represent your wishes. Mistakes with beneficiary forms can be key in administering your estate, and your loved ones may suffer severe consequences if these forms are not in order upon your death. Many times, disasters have arisen when beneficiary forms have not been updated for critical lifetime events, such as marriage and divorce.

May 15, 2026

Cga

Understanding Trump Accounts

NYCPA Personal Financial Planning Presentation on Monday 05-18-2026 from 9:00 am to 9:50 am

Get in touch

Fill out this form and someone will get back to you. All fields are mandatory.

Yes, I'd like to receive your newsletters.