Isoldi Bookkeeping Services

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Isoldi Bookkeeping Services Providing customized bookkeeping services to mid-sized businesses for over 10 years!

Learn how NSOs and ISOs are taxed and what to consider when deciding whether to exercise, sell, or hold employee stock o...
10/29/2026

Learn how NSOs and ISOs are taxed and what to consider when deciding whether to exercise, sell, or hold employee stock options.

The IRS is warning taxpayers about fake “Tribal Tax Credits.” Learn the warning signs and what to do before buying or cl...
10/28/2026

The IRS is warning taxpayers about fake “Tribal Tax Credits.” Learn the warning signs and what to do before buying or claiming an unfamiliar credit.

Have an unused adoption tax credit from a prior year? The IRS is issuing refunds to eligible taxpayers for 2025. Learn w...
10/27/2026

Have an unused adoption tax credit from a prior year? The IRS is issuing refunds to eligible taxpayers for 2025. Learn who may qualify and why an amended return generally isn't needed.

The IRS is issuing refunds to eligible taxpayers with adoption credit carryovers from 2020–2024. Learn who may qualify and whether action is needed.

10/26/2026

Watch this video for a quick overview of bunching tax deductions.

The IRS has a new mobile app for checking refunds, viewing notices, accessing tax records, and making payments. Learn wh...
10/23/2026

The IRS has a new mobile app for checking refunds, viewing notices, accessing tax records, and making payments. Learn what it offers and how to avoid fake apps and scams.

The IRS has replaced IRS2Go with a new mobile app. Learn how to check refunds, view notices, access tax records, make payments, and avoid scams.

Is the interest on your loan tax deductible? The answer often depends on how you use the borrowed money, not what secure...
10/20/2026

Is the interest on your loan tax deductible? The answer often depends on how you use the borrowed money, not what secures the loan. Learn how tracing rules can affect business, investment, home, and personal interest.

Interest deductibility often depends on how borrowed funds are used. Learn how tracing rules apply to business, investment, home, and personal debt.

10/19/2026

If you are going through a divorce or recently went through one, watch this video for potential changes to your tax situation.

10/12/2026

Are your beneficiary designations up to date? Marriage, divorce, and other life changes can affect who inherits your assets. Watch this video to learn why regular reviews are important.

The U.S. Supreme Court recently let stand a ruling allowing the IRS to pursue some tax fraud cases indefinitely. Here's ...
10/07/2026

The U.S. Supreme Court recently let stand a ruling allowing the IRS to pursue some tax fraud cases indefinitely. Here's what taxpayers should know.

10/05/2026

Learn when businesses must file Form 8300, what counts as cash, and the reporting rules that apply to large cash payments.

Address

2168 Nesconset Highway, #117
Stony Brook, NY
11790

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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