KP Stein: Tax Preparation & Planning. Lynbrook, New York · A Boutique Tax & Planning Practice
KP Stein is a family tax practice in Lynbrook, New York. We help you bring your tax return and the financial decisions that affect it into one conversation.
The April-only model
never really worked.
Most firms meet you once a year, key in the forms you brought, and hand back a number. Nothing about that arrangement helps you decide whether to sell the rental, when to convert the IRA, or how to pay for a second child's tuition.
We built the practice around the other eleven months from the projections in September, the savings opportunities in October, the call before you sign, the plan revisited when your life changes.
A family practice
with a personal approach.
Our family practice approach starts with getting to know your situation. Katherine Piscopo Stein's background includes the Enrolled Agent tax credential and CFP® certification, and she leads the tax work in this office.
Start with what matters to you: getting ready to file, understanding a change in income, or planning for retirement. Tell us about your circumstances and the questions you want to address.
Don't just take our word for it
“They have handled our returns since the year we bought the house. When my father died, they knew what to do before we thought to ask — and they called us, not the other way around.”
Families, owners, professionals
Families
Households whose return gets more complicated every year, when babies are born, in-laws move in, you get to buy a second property, a college bill, an inheritance, and finally retiring after years of doing it all.
Owner-operators
S-corps and partnerships where the business return and the personal return are really one decision, and should be handled by one desk. Our small business services help you live your dream of working for yourself or just having a side income to meet your family’s needs.
Professionals
We are here for high earners with equity compensation, side income, and no spare hours. We are available to plan for complex scenarios of stock options, NUA in retirement and the things our grandparents never needed to think about!
