Tax Strategy & Consulting — New York

What’s Included

• Income Timing Strategy — Planning the timing of income recognition and expense acceleration to improve your tax position across years.
• Entity Structure Analysis — Evaluating whether your current business structure (sole prop, LLC, S-Corp, C-Corp) is still the most tax-efficient choice.
• Retirement Plan Strategy — Making the most of tax-deferred savings through the most advantageous retirement plan type for your income level.
• SALT Deduction Planning — Strategies for managing the $40,000 state and local tax deduction cap, including PTET election analysis.
• Estimated Payment Calibration — Calibrating quarterly payments to avoid penalties while minimizing cash tied up in overpayments.
• Multi-Year Tax Modeling — Projecting tax liability across multiple years to inform major financial decisions.

Tax Strategy & Consulting in New York

New York’s combined federal and city marginal rates can exceed 50% for high earners. At these rates, every dollar of deduction or credit has magnified value. We approach tax strategy as an ongoing discipline rather than a once-a-year exercise.

We meet with clients throughout the year to review their financial trajectory, model the tax impact of upcoming decisions, and adjust strategy as circumstances change. Whether you’re considering an S-Corp election, evaluating a real estate purchase, or planning a large charitable contribution, we provide the analysis needed to make tax-informed decisions.