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- Tax & Business Advisory Services, LLC
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Tax & Business Advisory Services, LLC is a boutique firm that serves individual and small business clients. We believe that the key to good service is understanding our clients’ situations and businesses. By gaining a deep understanding of our clients, we are able to advise them in the best possible way and recommend solutions that really fit their needs. |
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Tax & Business Advisory Services, LLC
Boutique firm specializing in individual and business tax return preparation, as well as operational consulting for small businesses.
We also strongly believe that quality products are essential to our success. All work is performed by knowledgeable and experienced staff. All accounting and tax matters are handled by a licensed Certified Public Accountant (CPA). We also regularly perform quality control procedures to ensure that all services provided are of top quality.
Our tax lines of business include services for both individuals and businesses. The operational advisory service line helps businesses make their operations more efficient and includes such services as process optimization, software analysis and implementation, and controls advisory.
Individual Financial Services
Tax return preparation
Your tax returns are diligently researched and prepared by a licensed Certified Public Accountant (CPA). We work hard to ensure that your tax liability is at its legal minimum. Our staff is required to stay on top of the latest developments and IRS rulings so that you always receive the most up to date recommendations.
Tax Planning
It is best to plan your tax strategies throughout the year so that you have enough time to implement them before your tax return is due. We will walk through your financial situation with you and make recommendations to help reduce your tax liability. Then we will produce a written plan including steps that must be taken to implement the strategy and deadlines. We are also glad to assist you with implementation.
Retirement Planning
It is important to start planning for retirement early. Additionally, there are many tax benefits that can be reaped from proper retirement planning. We will review your current retirement plan and contributions with you and make asset-maximizing and tax-minimizing recommendations. We will create projections of future value given your current and hypothetical contributions and choose the strategy that's right for you. Call us at
646-257-5624
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