Belli Monaco Inc

10/20/2021

Hello Everyone! A position for Bookkeeper has become available at my firm! You all know how much fun I can be so if anyone out there knows of someone who is looking for an opportunityin the wonderful world of Income Tax, please have them PM me.

03/23/2018

An important message to taxpayers! In order to complete your taxes you will NEED to provide proof of medical insurance.

This will be through the 1095 form (A, B, or C). This form will be sent to each taxpayer from their insurance provider and must be brought with you to your tax appointment.

If you have any questions, feel free to reach out to our team.
(631) 231-9090

03/23/2018

As you gather your documents for tax filings this year, we ask that you bring either your driver license or a photocopy of your driver’s license with you.

For your convenience, you can read the requirements in full here:https://www.tax.ny.gov/pdf/pit/driver-license-requirements.pdf

If you have not made your 2018 appointment yet, call us today at (631) 231-9090 to schedule one now.

02/28/2018

Attention Taxpayers! This year we will need a copy of every tax payers driver's license.

This is for security purposes, to ensure less room for error when filing your taxes. We don’t want your money getting into the wrong hands!

02/28/2018

If you are receiving medical insurance then you need proof of insurance.

Form 1099 A, B or C will be sent to each taxpayer from their insurance provider.

This form can be from your employer, or should be mailed from your independent insurance provider. Bring in that form with your documents to the tax professional.

02/28/2018

Take advantage of a FREE financial consultation with our Financial Planner Matt Barbis. Matt has been on staff at Belli Monaco for over two years and will meet with each client (with no obligation) to review an already existing financial plan or to help put your plan together if a plan does not exist.

This is by appointment only. Appointments can be made all year long! Give us a call at (631) 231-9090

02/28/2018

Good news for the parents and college students! The 1098 T form should be sent to each person who is attending college.

The form is supposed to give the taxpayer the actual amount of tuition paid in 2017. The federal government has relaxed this requirement to all colleges.

Therefor it might be in the tax payers best interest to contact the college bursar office to find out what he/she actually paid in college tuition for the calendar year of 2017.

This is for tuition expense only!

02/28/2018

Have you received unemployment benefits during the calendar year 2017?

It is up to you whether you want to file this information. Go to the NYS unemployment website and print the form 1099.

The state of NY no longer mails the document to the tax payer.

02/28/2018

Are you a victim of identity theft?

Your friends at Belli Monaco want to reminding you, that you should have received a letter from the IRS in January the includes your Pin number.

This letter needs to be brought to your appointment or sent to us with your documentation that way we can file your taxes.

02/19/2018

01/19/2018

Well it is that time again! Tax appointments are being taken!