About Us

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Our Firm

Loophole and Associates was created in 2009 as a small family business. We worked for the government and saw firsthand the difficulties people were having getting quality and affordable tax preparation. When the timing was right, we formed our company and have been serving our customers ever since. As we like to say, "We know, we learned, we were the system."   

Our Staff and Experience

Adam aka 'Dad' worked for the IRS as a Customer Service Representative. He was trained in many aspects of personal taxes and went on to become an Auditor for the IRS. 

Joe worked for the IRS as a Customer Service Representative and also at a local CPA firm. He rounded out his career as an Auditor with New York State Tax and Finance. 

Jen has 15 years of experience with credit management and been with the firm since 2017.

Benefits of Our Firm

  • A tax preparation and bookkeeping practice with 20+ years of experience in the industry
  • Fast, personal service
  • Working directly with you, the client
  • If needed, we can come to you
  • Competitive rates
  • Advanced quotes of services provided and fees, no surprises
  • If your tax needs change, we offer year-round tax advice
  • A no-obligation discussion about your personal requirements
  • Fixed accounting fees agreed in advance and not dependent on income level
  • Tax planning and preparation