Proactive Tax Planning:
The best time to save money on your taxes is four to sixteen months before they are due, and this requires expert planning. We provide one-on-one pro-active tax counsel to meet your unique personal and business needs. The typical client benefits the most from expert tax advice in: Year-end strategic planning to help minimize your tax liability; Effective and timely structuring of your personal and business transactions; Executive compensation planning; Money-saving self-employment and payroll strategies; Successful retirement and estate planning.
Tax Return Preparation:
We provide accurate on-time year-end tax returns utilizing pro-active tax strategies described above.
Business Formation:
Including start-up, expansion and sale of a business. Many important decisions and financial commitments are involved in starting a new business or selling an old one. The tax effects can be dramatic without careful consideration and thoughtful planning.
IRS Audit Representation:
As a valued client we will be available to you in dealing with the IRS and other taxing authorities. We will represent you and assist you in preparing for audits and appeals conferences. We also provide expert counseling on technical tax issues, penalty assessments and negotiations to resolve payment of tax deficiencies.
Personal Financial Planning:
We work with our clients in the areas of investment strategies, tax planning, risk management and asset preservation to maximize growth but limit tax consequences. We ask the question "Where do you want to be financially"? And then review their retirement, business, education and other needs to be certain their goals are attainable.
Financial Planning For Business Owners:
As personal financial planning advisors, we help business owners make the right financial planning decisions by analyzing their overall financial and tax situations, helping them devise estate plans and plans for retirement, and assisting them in risk management, insurance planning, and developing investment philosophy, among other things.
Not-For-Profit Organizations:
The firm has extensive experience in the area of Not-For-Profit organizations including filing for exempt status, meeting Federal reporting guidelines, developing and implementing fund accounting systems and creation and use of budgets.
Business Planning:
Establishing short-term and long-term goals and effective methods of achieving them is essential to successful business management. Our Firm can assist you in developing a comprehensive business plan that will help you identify and achieve your goals.
Call Today 718.578.9500
for a FREE Evaluation of your tax, accounting and general business needs.
Consulting Services | Financial Services |
