Ellyn B Tanenberg

Ellyn Tanenberg has been preparing our tax returns for almost 10 years, after we determined that the complexities of our returns were far beyond our ability to resolve with TurboTax. We initially asked the advice of another tax preparer whom we trusted implicitly, and he suggested that Ellyn Tanenber...g was hands-down the best person we could turn to for help. She has been preparing our returns ever since, and in all this time, she has never let us down. In recent years, our situation has been complicated by the new requirement to closely manage of our retirement investments, and Ellyn has been giving us invaluable assistance to help us to understand the tax implications of movements in and out of our retirement accounts that our fund managers have not always considered. She has thus saved us from making some costly mistakes. Also, she is meticulous in going through the financial reports to ferret out the necessary input data. More recently, we made a purchase of some offshore rental property. Here too, Ellyn has been painstaking in organizing and properly reporting on the investment income. Furthermore, without Ellyn’s thorough research and assistance, we would have been totally lost regarding preparation of the requisite Report of Foreign Bank and Financial Accounts (FBAR). Another important role Ellyn fills has been in interpreting and applying some of the arcane provisions of our State Tax Code. For example, the coding of retirement income for retired state employees can be confusing. Also, there are instructions for reporting deductions for military retirement pay that are difficult to interpret. Ellyn thoroughly researches the answers to these situations, and thus, here also she has saved us some considerable tax expense. Ellyn Tanenberg is our go-to person for tax assistance. Without a doubt, I am sure there is no better qualified person than Ellyn for tax advice and preparation.