Book Your Spot
Pick a time and pay $50 (67% off $150) with code TY2025. Your $50 is credited toward 2025 tax prep with Tax Boss.
Cut Your 2025 Tax Bill Before 12/31
- Avoid an April tax shock – Estimate your 2025 tax bill now so you’re not hit with a big balance due or IRS penalties at filing time
- Use NY’s new SALT break – See how the higher state and local tax deduction could lower what you owe if you plan key payments before 12/31
- Fix problems while there’s still time – Catch under-withholding, bonus or RMD surprises, and other issues now—before the deadline shuts down your options
How Your Year-End Tax Review Works
In one short process, you lock in a discounted review now and set yourself up for a smoother 2025 tax filing later
Share Your Documents Securely
You’ll get a secure link to upload pay stubs, last year’s return, and other tax documents for me to review before our meeting.
Meet & Leave With a Plan
We’ll meet via video to estimate your 2025 bill, spot risks, and outline year-end moves. Leave with a checklist to finish before 12/31.
Book Your Tax Review
Year-End Tax Review with Justin Belkin, MBA (Oxford), CFP®, EA and founder of Tax Boss, serving Nassau and Suffolk County on Long Island, NY.
Why Plan Before December 31st
The tax code gives you options now that disappear once the year is over.
If You Wait Until Tax Season
❌ Surprise tax bill: You don’t find out you owe more until April when it’s too late to change it.
❌ Missed deductions: Payments and contributions that had to be made by 12/31 can’t be “fixed” after the year closes.
❌ Cash-flow stress: No time to set money aside or adjust withholding before the IRS due date.If You Plan Before
✅ Fewer surprises: You see a rough 2025 tax picture now and can adjust before it becomes a problem.
✅ Better use of NY’s SALT rules: Time state, local, and property tax payments to maximize the higher deduction.
✅ One meeting, two benefits: Get a personalized plan and your $50 review fee is credited toward your 2025 tax prep.
Credentials & professional affiliations
Hi, I’m Justin Belkin, CFP® and Enrolled Agent, founder of Tax Boss and Financial Boss Advisors, serving Long Island. After working with hundreds of clients, I’ve seen how much money is left on the table when taxes are treated as a once-a-year chore. Tax Boss exists to fix that with proactive planning, not last-minute panic.
What clients say
Select feedback from clients Justin has served—used with permission.
"Tax preparer Justin Belkin, was excellent. Positively exceptional. He was patient with me, enormously helpful, friendly and very informative. He is the only tax professional I will work with going forward."
"Justin was very helpful and it was a quick and simple process. I have already told a couple more people about my experience and to stop by there and give it a shot."
"Mr. Justin Belkin is knowledgeable and thorough. Justin explained everything in detail and addressed our questions very well."
"Justin was very professional and knowledgeable. It was a great experience."
No compensation provided. Testimonials may be edited for length/clarity. Individual results vary.
