Maximize your tax savings and stay compliant with expert CPA-led tax planning services. Whether you're just starting out or managing complex financials, our packages are designed to meet your needs and help you thrive in New York City’s dynamic business environment.
🟢 Beginner Tax Planning Package
Perfect for individuals, freelancers, and new business owners.
Price: $750 one-time or $150/month
Includes:
- Basic income tax strategy session
- Entity structure review (LLC vs. S-Corp)
- Estimated tax calculation & filing guidance
- NYC-specific deductions & credits
- One-on-one consultation (1 hour)
🔵 Advanced Tax Planning Package
Ideal for established businesses, high-income individuals, and investors.
Price: $2,500 one-time or $500/month
Includes:
- Comprehensive tax strategy & optimization
- Multi-entity tax planning
- Retirement & investment tax strategies
- Audit risk reduction planning
- Quarterly tax reviews & updates
- Dedicated CPA support