About Us

Loophole and Associates was created in 2009 as a small family business by Adam and his son Joe. 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."   

Joe has 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.

• 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
• Fixed accounting fees agreed in advance and not dependent on income level
• Tax planning and preparation