“Wall Street trained / Main Street Hardened”

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Independent proactive advisor and coach, small business investment expertise, tax problem solver, tech savvy, personally accessible and responsive

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Working one-on-one with an experienced and credentialed CPA, MBA, MT professional ensures that you’ll have direct access to the strongest practical strategies that fit your situation: from best management practices to tax compliance, dispute resolution, implementing new technology and strategic coaching. You’ll build confidence and trust in a long-term advisor. Novak’s proven track record in building, operating and selling businesses ranging from agricultural, real estate, and contractors to financial services, while minimizing taxes and other risks adds value to your situation.

After initial discussions, we will develop a work plan to ensure that we track performance and attain your financial goals most efficiently.

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8 thoughts on ““Wall Street trained / Main Street Hardened”

  1. Took interest in your comment/article on TonyNovak.com with regard to Pennsylvania’s aggressive treatment of unreimbursed business expenses and the 100% audit trigger. Question- have you seen any evidence that taking the deduction (and the subsequent audit) triggers the DOR to “look back” at prior returns and audit those as well?

    1. Hi Ed: No, I haven’t seen that look back to prior years.
      But it seems that the state’s effort was pretty effective. The preparers I chat with are scared to take the deduction now.

  2. I’m lucky to work with Tony Novak, he says “not business as usual” and I Can see that right off the bat!!

    He is a problem solver!! That’s what is not usual!! He’s not a robot quoting the tax code, he research everything and find solutions

    I will recommend (and actively doing it) Tony as a real problem solver

    Keep up the good work Tony!

  3. I’ve been trying to get my stimulus payment for 2 tax seasons now. The tax person I used didn’t do it last year after I asked her to.. is there the it’s site says I have to file a 1040 2021 how do I do that the taxes were done. Is there anything you can do to help? I’m starting a real estate business I’ll need guidance with.

    1. Hi Joe, thanks for your comment. Yes, those who did not receive a stimulus payment rightly feel frustrated;that the system is unfair and broken. We know this. The problem is solvable, but at what cost? It’s hardly enough money at stake to hire a tax resolution professional. The more effective approach is to push less, not using more money, and it will resolve through the resources available on IRS web site https://www.irs.gov/coronavirus/get-my-payment. Besides, if you are starting a real estate business then you will have plenty of larger and more important issues that require your focus to ensure success. Save your time and energy for that focus.

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