Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your tax liability. We can help you proactively manage both your personal and your business tax issues. Not all tax planning opportunities are readily apparent. We understand how the latest federal, state and local tax legislation and other developments affect you and your business, and we can help reduce your federal, state or local tax liabilities.

Retirement Planning
Many questions come up about retirement accounts. Should you put money into a Roth, a traditional IRA or a 401(k)? Should you roll over your Traditional IRA to a Roth? And if so, when? Should you open up a SEP if you’re self-employed? We can advise you on the opening of, contributing to, or withdrawing from, various types of retirement plans to maximize the benefits.

IRS Representation
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, you can draw upon our years of experience in dealing with tax matters and IRS audit procedures.  We will make sure that you are properly represented when dealing with the IRS and other tax authorities.

Estate & Trust Tax Preparation
Federal estate tax is less likely now to affect the average estate. However, if the estate is subject to estate tax, the tax can be very substantial.  We can assist in your planning in order to minimize that tax.

Business Consulting
We can go over the various types of entities available for a business: i.e. corporation,
Partnership, LLC, or sole-proprietorship.
We can also explore the different ideas you have for your business to see if they are viable from a financial and tax point of view. If necessary, we can assist in preparing financial statements for management decision-making.

Buying or Selling a Business
Few business decisions are more important and complex than the decisions to buy or sell a business. When you are ready to sell your business, be aware there are different tax treatments on the various parts of the business, based on the contract of sale. If a buying opportunity presents itself, we can help by providing insights into the valuation of the business and the tax consequences of the purchase.

Call today to schedule an appointment: 212-840-2787.