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Tax Planning

TAx planningTax planning is important for individuals and business owners who want to avoid paying more in taxes than is necessary.  Tax planning is most effective when you work with an experienced professional who not only explains the options available to you, but one who takes the time to understand your short- and long-term goals.  We’ll work with you to define a plan and implement strategies designed to help you to minimize their overall tax burden and avoid surprises.  We can also help with tax planning for yachts, planes and more because of our experience in marine and aviation accounting.

We not only offer advice before you make financial decisions, but ongoing tax planning support to help you stay compliant with tax laws as they change.

Tax planning services:

  • Tax planning and compliance
  • Estate and gift tax planning and compliance
  • Estate and trust tax preparation and planning
  • Individual tax returns
  • Tax planning for mergers, acquisitions, sales
  • Business projections and profit planning
  • Corporate, partnership tax preparation
  • Capital gains planning
  • Real estate ownership tax issues
  • Tax deferral strategies
  • Retirement planning
  • Tax planning for yachts and planes

Our full-service firm has experienced CPAs who offer creative strategies and solutions for all your tax planning needs. Call Mark Feinsot today at (212) 631-0320 to get started.