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Tax Planning

Tax Planning Services for Businesses and Individuals

Nearly every financial decision you make, whether for your individual finances or your business, has tax implications. Making a decision without understanding these implications can increase your tax liability and even cost you extra in interest and penalties. With the right tax planning guidance, however, you may be able to reduce your tax liability while avoiding interest and unnecessary fees (or penalties) entirely.

Making the most of your income and investments is easier when you work with the tax planning professionals at 212 Tax. Our tax planning strategies go beyond basic compliance to help you maximize your income and move toward achieving your long-term financial goals.

Business Tax Planning

The tax accountants at 212 Tax can provide your NYC business with the forward-thinking advice you deserve. Our full-service firm provides year-end tax planning services in addition to complete CFO services, basic bookkeeping and payroll services, and sales tax reporting. When you work with 212 Tax, you can rest easy knowing that we master our region’s current tax codes and regulations. This helps us lower your tax burden throughout the entire year — not only at the end of the year.

What is tax planning at 212 Tax? We help a diverse range of businesses:

Grow and preserve assets while minimizing tax liability
Defer income and expenses to pay less in taxes now
Reduce income taxes for enhanced income preservation
Better manage finances throughout the year with part-time CFO services
Become more financially successful with comprehensive planning services
Individual Tax Planning

Tax planning is about much more than counting deductions and filing a 1040 in April of every year. At 212 Tax, our tax accountants can design a customized tax strategy that meets your specific financial needs. We can help you preserve your income and assets by:

Minimizing tax liability on income and investments with year-round planning
Deferring income and expenses to future years for better long-term financial planning
Reducing tax liability on your estate so your family can keep more of what you make
Reducing taxes on gifts so you can share more of your money safely
Reducing taxes on your retirement income so you can relax
Maximizing tax deductions so you can keep more of your income
We Work for You — Not the IRS

In most cases, hiring a professional tax planner allows you to save more in tax liability than our services will cost. When you choose 212 Tax, you’ll have experienced tax accountants on your side that will meticulously review your tax situation to create the best long term strategy for you. Whether you need comprehensive tax planning services for your business, you want to file your year-end return, or you need financial advice for the upcoming year, 212 Tax is here to help you.

For more information about our tax planning services and strategies, complete our sidebar form or call us to schedule a consultation.

Individual Tax Services