Tax Planning & Strategic AdvisoryTax Planning

Strategic tax planning for individuals and business owners who want to reduce risk, stay compliant, and avoid future IRS or NYS problems.

Individuals • Business Owners • Investors • High-Income Earners • Multi-State Taxpayers

Tax savings don’t happen by accident — they happen through strategic planning, proactive structuring, and understanding how federal and state tax laws apply to your situation.

As a CPA, CEP, CIA, and former NYS auditor, I help clients reduce their tax liability ethically, legally, and strategically while maintaining strong compliance.

This service is ideal for clients who want to:

Reduce taxes
Build long-term financial efficiency
Optimize their business structure
Avoid audit triggers
Coordinate income, expenses, and timing
Make better investment and retirement decisions
Understand multi-state implications

What Tax Planning Includes

✔ Income tax minimization strategies

✔ S-Corp vs. LLC/sole proprietor analysis

✔ Retirement contribution planning

✔ Estimated tax planning

✔ Multi-state residency & income allocation

✔ Real estate investor strategies

✔ Depreciation & cost segregation guidance

✔ Business deduction optimization

✔ Passive vs. non-passive income structuring

✔ Capital gains & loss harvesting

✔ Education & childcare tax benefit optimization

Tax planning is the difference between “hoping for a good refund” and designing your tax outcome intentionally.

Planning for Individuals

Includes:

Wage earners with side businesses
Investors with capital gains
Individuals with rental property
Multi-state workers
High-income earners seeking optimization
Gig economy workers
Retirement planning needs

We identify opportunities to reduce tax through:

Timing strategies
Qualified deductions
Proper recordkeeping
Investment coordination
Smart income/expense alignment

Planning for Business Owners

Business tax planning includes:

Entity choice analysis (sole prop, LLC, S-corp, partnership)
Owner compensation strategy
Deduction maximization
Fringe benefit planning
Retirement planning (SEP, Solo 401(k), Defined Benefit)
Health insurance & HSA optimization
Depreciation timing
Quarterly estimated tax calculations

Smart planning can reduce taxes every single year.

Real Estate Investor Tax Planning

We help investors:

Maximize rental deductions
Use bonus depreciation (when applicable)
Apply real estate professional rules
Strategize passive vs. non-passive income
Plan capital gains events
Understand 1031 exchanges (referral as needed)

Real estate can be one of the most powerful tax shelters when managed correctly.

Why Clients Choose Me for Tax Planning

✔ Deep understanding of IRS & NYS rules

✔ Ability to prevent audit exposure

✔ Experience with high-complexity clients

✔ Resolution background ensures compliance

✔ Personalized, practical strategies

✔ No generic templates — fully custom planning

✔ Zealous advocacy to maximize legal tax savings

Tax Planning Process

Discovery & Review

Prior year returns
Current income sources
Goals & concerns
State residency considerations

Comprehensive Strategy Session

Identify immediate savings
Evaluate entity structure
Map long-term planning opportunities

Implementation & Follow-Up

Adjust payroll or estimates
Set up retirement plan contributions
Coordinate with financial professionals

Update plan as circumstances change

Who This Service Is Best For

High-income earners
Investors & landlords
Business owners
Multi-state taxpayers
Freelancers & contractors
Newly self-employed individuals
Those who want to avoid future IRS/NYS issues

Plan Ahead and Keep More of What You Earn

📞 (718) 938-4601
✉ [email protected]
🔒 Schedule a Tax Planning Session

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Tax Planning & Strategic AdvisoryTax Planning

Individuals • Business Owners • Investors • High-Income Earners • Multi-State Taxpayers

What Tax Planning Includes

✔ Income tax minimization strategies

✔ S-Corp vs. LLC/sole proprietor analysis

✔ Retirement contribution planning

✔ Estimated tax planning

✔ Multi-state residency & income allocation

✔ Real estate investor strategies

✔ Depreciation & cost segregation guidance

✔ Business deduction optimization

✔ Passive vs. non-passive income structuring

✔ Capital gains & loss harvesting

✔ Education & childcare tax benefit optimization

Tax planning is the difference between “hoping for a good refund” and designing your tax outcome intentionally.

Planning for Individuals

Includes:

Wage earners with side businesses

Investors with capital gains

Individuals with rental property

Multi-state workers

High-income earners seeking optimization

Gig economy workers

Retirement planning needs

We identify opportunities to reduce tax through:

Timing strategies

Qualified deductions

Proper recordkeeping

Investment coordination

Smart income/expense alignment

Planning for Business Owners

Business tax planning includes:

Entity choice analysis (sole prop, LLC, S-corp, partnership)

Owner compensation strategy

Deduction maximization

Fringe benefit planning

Retirement planning (SEP, Solo 401(k), Defined Benefit)

Health insurance & HSA optimization

Depreciation timing

Quarterly estimated tax calculations

Smart planning can reduce taxes every single year.

Real Estate Investor Tax Planning

We help investors:

Maximize rental deductions

Use bonus depreciation (when applicable)

Apply real estate professional rules

Strategize passive vs. non-passive income

Plan capital gains events

Understand 1031 exchanges (referral as needed)

Real estate can be one of the most powerful tax shelters when managed correctly.

Why Clients Choose Me for Tax Planning

✔ Deep understanding of IRS & NYS rules

✔ Ability to prevent audit exposure

✔ Experience with high-complexity clients

✔ Resolution background ensures compliance

✔ Personalized, practical strategies

✔ No generic templates — fully custom planning

✔ Zealous advocacy to maximize legal tax savings

Tax Planning Process

Discovery & Review

Prior year returns

Current income sources

Goals & concerns

State residency considerations

Comprehensive Strategy Session

Identify immediate savings

Evaluate entity structure

Map long-term planning opportunities

Implementation & Follow-Up

Adjust payroll or estimates

Set up retirement plan contributions

Coordinate with financial professionals

Update plan as circumstances change

Who This Service Is Best For

High-income earners

Investors & landlords

Business owners

Multi-state taxpayers

Freelancers & contractors

Newly self-employed individuals

📞 (718) 938-4601
✉ [email protected]
🔒 Schedule a Tax Planning Session