Keith Boyer

Keith Boyer is a Certified Public Accountant (CPA) & Certified Financial Planner (CFP) with over 3 decades of experience in full-service accounting and tax expertise helping closely held businesses, individuals and families in Westchester County and New York City area.

Did you owe taxes this year? Here’s how to adjust your tax withholding (Step-By-Step Instructions)

As you’ve seen in our past blogs, the changes to the tax law under President Trump are affecting many Americans withholding’s this tax season. Many American’s are under withheld and in result seeing more in their paycheck but less come back in April. While you can’t go back in time and change your W-4 for …

Did you owe taxes this year? Here’s how to adjust your tax withholding (Step-By-Step Instructions) Continue reading »

As we approach April 15th, here are some important tax due dates to know

It’s hard to believe we are well into March and opening day is next week. A large focus of our content this month has been about important dates for tax filing and extensions. We’ll review one of the last deadlines from the first quarter of the tax year and the deadlines you’ll need to know …

As we approach April 15th, here are some important tax due dates to know Continue reading »

Expecting a Tax Refund this year? Not so fast!

I thought my refund was supposed to be BIGGER? Tax season is well underway and many filers are eagerly awaiting their return. Those that changed their withholding based on the new tax law may question why their return is smaller than prior years. The good news is that you have been receiving more take-home pay …

Expecting a Tax Refund this year? Not so fast! Continue reading »

How the government shutdown will effect your tax refund

Today marks the 17th day of the government shutdown. If the shutdown extends into late January and even February, you should expect to not receive your returns until the government reopens. President Trump has no tentative date set for the government to reopen until Republicans and Democrats can come to a settlement regarding the Border Wall. …

How the government shutdown will effect your tax refund Continue reading »

All you need to know about changes to the Gift Tax under the Tax Cuts and Jobs Act

‘Tis the season for gift-giving to family and friends! Whether it is a small gift to a colleague or a large gift, like helping your daughter buy a house, there are some gifts that the IRS requires you to pay taxes on. With changes made in the Tax Cuts and Jobs Act, we are here …

All you need to know about changes to the Gift Tax under the Tax Cuts and Jobs Act Continue reading »


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