What happens if I die without a will in New York?

The state decides who inherits your assets under its default rules, which may not match your wishes, and your estate goes through probate, a public court process that can be slow and stressful for your family. A will and, in many cases, a trust keeps you in control.

What's the difference between a will and a trust?

A will directs who gets what after you pass and must go through probate. A trust can hold your assets, skip probate entirely, keep things private, and take effect while you're alive if needed. Many families use both.

Do I need a trust or just a will?

It depends on your assets, your family, and your goals. Many families are fine with a will; others benefit from a trust to avoid probate or protect children. We'll help you figure out which fits, honestly.

How much does estate planning cost?

It varies with complexity. A basic will is modest; a full plan with a trust costs more. Our consultation is free, and we'll be upfront about costs before you commit to anything.

Financial Strategists New york | Taurus Financial Services

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(888) 985-6982

Tax & accounting

Keep more of what you earn

A New York advisor helps you protect your family and your legacy with a clear estate plan. Wills, trusts, and the strategies that keep your wishes, not the courts, in charge.

No obligation · 30 minutes · English or Español

or call (888) 985-6982

THE BASICS

Tax season shouldn't be a scramble.

Most people only think about taxes in April, and by then the chance to lower the bill has passed. The real savings come from planning.

As a New York tax preparer serving families and small businesses, we handle accurate tax preparation, keep your books clean with bookkeeping, and, most valuably, do proactive tax planning that reduces what you owe next year. It connects naturally to your wealth and retirement plans, because it's not just what you earn; it's what you keep.

Whether you're a family with a straightforward return or a business owner juggling receipts and payroll, we make taxes calm, clear, and as small as the law allows.

WHAT WE DO

Three services that keep more money yours

From filing to forecasting, we handle the whole picture.

GET IT FILED RIGHT

TAX PREPARATION

Accurate, on-time returns for individuals and businesses, claiming every deduction and credit you're owed.

Fits: families and business owners

KEEP IT ORGANIZED

BOOK KEEPING

Keep clean, up-to-date books for your business, so you always know where you stand and tax time is painless.

Fits: small businesses and the self-employed

PAY LESS NEXT YEAR

TAX PLANNING

Proactive strategies throughout the year to legally reduce what you owe, not just report it after the fact.

Fits: anyone who wants to owe less

WHY TAURUS FINANCIAL SERVICES?

Taxes handled, savings found

We plan ahead, so you owe less, not just file on time
Both personal and small-business taxes under one roof
Plain-language advice, no accountant jargon
Bilingual service in English or Spanish

The first step is a conversation, not a shoebox of receipts. We'll review your situation and show you where the savings are, for free.

Serving taxpayers across New York — and beyond

We serve individuals and small businesses in New York, New Jersey, and Connecticut, with support in English and Spanish. Wherever you are in the tri-state area, the consultation is free.

BOOK YOUR FREE CONSULTATION

★ ★ ★ ★ ★

They found deductions my old preparer missed and set up planning so next year's bill is smaller. For my small business, that's real money back in my pocket.

James O.

Tax & Accounting client, New York

GOOD TO KNOW

Questions, answered straight

Do you handle both personal and business taxes?

Yes. We prepare returns for individuals and families as well as small businesses and the self-employed, and we keep the two coordinated when you're both.

What's the difference between tax prep and tax planning?

Tax preparation is filing your return accurately after the year ends. Tax planning happens through the year to legally reduce what you'll owe. Prep reports the past; planning shapes the future, and saves the most money.

Can you help my small business with bookkeeping?

Yes. We keep your books clean and current so you always know your numbers and tax time is simple, not stressful. It also makes planning and lending far easier.

When should I start tax planning?

Ideally well before year-end, while there's still time to act. But it's never too late to start, the sooner we look, the more we can usually save. The first review is free.