The Firm of Sheldon L Richards CPA
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WHO WE SERVE
  • Individuals/Self-Employed
  • MD and Dental Practices
  • Law Firms
  • Hotels and Resorts
  • Bitcoin Investors
  • Cannabis Businesses
  • Franchise Businesses
  • Real Estate Firms
  • E-Commerce
  • Retail Businesses
SOLUTIONS
  • FINANCIAL PLANNING
  • TAX REDUCTION PLANNING
  • TAX PREPARATION SERVICES
  • ALL TAX SERVICES
  • ACCOUNTING SOLUTIONS
  • BOOKKEEPING
  • NEW BUSINESS STARTUP
  • AUDIT-REVIEW-COMPILATION
  • PART-TIME CFO
  • CASH FLOW MANAGEMENT
  • BANK LOAN ASSISTANCE
  • FBAR REPORTING
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  • SALES & USE TAXES
CLIENT CENTER
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ABOUT
  • About
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  • Client Reviews
PRICING
The Firm of Sheldon L Richards CPA
Home
WHO WE SERVE
  • Individuals/Self-Employed
  • MD and Dental Practices
  • Law Firms
  • Hotels and Resorts
  • Bitcoin Investors
  • Cannabis Businesses
  • Franchise Businesses
  • Real Estate Firms
  • E-Commerce
  • Retail Businesses
SOLUTIONS
  • FINANCIAL PLANNING
  • TAX REDUCTION PLANNING
  • TAX PREPARATION SERVICES
  • ALL TAX SERVICES
  • ACCOUNTING SOLUTIONS
  • BOOKKEEPING
  • NEW BUSINESS STARTUP
  • AUDIT-REVIEW-COMPILATION
  • PART-TIME CFO
  • CASH FLOW MANAGEMENT
  • BANK LOAN ASSISTANCE
  • FBAR REPORTING
  • TAX RESOLUTION SERVICES
  • SALES & USE TAXES
CLIENT CENTER
  • IRS & State Refund Status
  • Make A Payment
  • Tax Withholding Estimator
  • Financial Calculator
  • Blog
ABOUT
  • About
  • Why Choose A CPA
  • Client Reviews
PRICING
More
  • Home
  • WHO WE SERVE
    • Individuals/Self-Employed
    • MD and Dental Practices
    • Law Firms
    • Hotels and Resorts
    • Bitcoin Investors
    • Cannabis Businesses
    • Franchise Businesses
    • Real Estate Firms
    • E-Commerce
    • Retail Businesses
  • SOLUTIONS
    • FINANCIAL PLANNING
    • TAX REDUCTION PLANNING
    • TAX PREPARATION SERVICES
    • ALL TAX SERVICES
    • ACCOUNTING SOLUTIONS
    • BOOKKEEPING
    • NEW BUSINESS STARTUP
    • AUDIT-REVIEW-COMPILATION
    • PART-TIME CFO
    • CASH FLOW MANAGEMENT
    • BANK LOAN ASSISTANCE
    • FBAR REPORTING
    • TAX RESOLUTION SERVICES
    • SALES & USE TAXES
  • CLIENT CENTER
    • IRS & State Refund Status
    • Make A Payment
    • Tax Withholding Estimator
    • Financial Calculator
    • Blog
  • ABOUT
    • About
    • Why Choose A CPA
    • Client Reviews
  • PRICING
  • Home
  • WHO WE SERVE
    • Individuals/Self-Employed
    • MD and Dental Practices
    • Law Firms
    • Hotels and Resorts
    • Bitcoin Investors
    • Cannabis Businesses
    • Franchise Businesses
    • Real Estate Firms
    • E-Commerce
    • Retail Businesses
  • SOLUTIONS
    • FINANCIAL PLANNING
    • TAX REDUCTION PLANNING
    • TAX PREPARATION SERVICES
    • ALL TAX SERVICES
    • ACCOUNTING SOLUTIONS
    • BOOKKEEPING
    • NEW BUSINESS STARTUP
    • AUDIT-REVIEW-COMPILATION
    • PART-TIME CFO
    • CASH FLOW MANAGEMENT
    • BANK LOAN ASSISTANCE
    • FBAR REPORTING
    • TAX RESOLUTION SERVICES
    • SALES & USE TAXES
  • CLIENT CENTER
    • IRS & State Refund Status
    • Make A Payment
    • Tax Withholding Estimator
    • Financial Calculator
    • Blog
  • ABOUT
    • About
    • Why Choose A CPA
    • Client Reviews
  • PRICING

Tax Reduction Planning

Standard Tax Reduction Planning

Standard Tax Reduction Planning

Standard Tax Reduction Planning

Tax savings of 30%-40% per tax year. This service is not income specific and is perfect for individuals and businesses projected to benefit from the Standard Tax Reduction Planning service.


What's included in Standard Tax Planning?

This service typically includes a comprehensive review of your tax profile, a tax return tune-up, proactive tax reduction planning, year-end tax moves to bank additional tax savings, and actionable advice for making your business/personal life as tax-efficient as possible. Additionally, the Tax Strategy Assessment includes either current year planning or if applicable, multi-year planning


The Process (What to expect?)

Billable time includes all advisory time before, during or after a meeting. Examples include time spent reviewing documents, answering questions, conducting research, and more. For current-year only Tax Strategy Assessment, 3 hours for pre-meeting work, in-meeting in-depth consultation, and post-meeting work.


Cost for Basic Tax Planning

  • Current-year only Tax Strategy Assessment: $325/hr. billed for 3 hours
  • Multi-year Tax Strategy Assessment: Add 3 hours for each additional year at $325/hr.

 

Feel comfortable and want to get started now with either "Basic Tax Planning" or "Advanced Tax Planning"? Click here to access our Client Portal: ACCESS PORTAL


Prefer to contact our office to setup an intro phone call instead? Click below to email your contact information and state the specific service, "Basic Tax Planning" or "Advanced Tax Planning" We will respond by the close of our business day (9PM EST) regarding next steps!

EMAIL US

Advanced Tax Reduction Planning

Standard Tax Reduction Planning

Standard Tax Reduction Planning

Tax savings of $30,000-$100,000 per tax year. This service is perfect for high net worth individuals and businesses. You will benefit from saving the most money allowable by the tax laws under our aggressive and entrepreneurial approach.


What's included in Advanced Tax Planning?

  • Top 1% strategies for maximum tax savings
  • A comprehensive Initial Assessment
  • A customized Tax Plan
  • Implementation Assistance
  • Implementation Review
  • Ongoing Tax Plan Support
  • Unlimited email support
  • Year-End Tax Consultation


Cost for Advanced Tax Planning?

  • Invest at 3 different levels, L1, L2, and L3
  • Pay only when we show you how you will save money under a legally binding document. 
  • Invest at Level 1 ($3,500), Level 2 ($6,500), or Level 3 ($10,000)
  • Your investment is 100% fully refundable if we do not at the very least, double your initial investment in tax saving dollars.


 

Feel comfortable and want to get started now with either "Basic Tax Planning" or "Advanced Tax Planning"? Click here to access our Client Portal: ACCESS PORTAL


Prefer to contact our office to setup an intro phone call instead? Click below to email your contact information and state the specific service, "Basic Tax Planning" or "Advanced Tax Planning" We will respond by the close of our business day (9PM EST) regarding next steps!

EMAIL US
  • Home
  • CLIENT PORTAL
  • IRS & State Refund Status
  • Make A Payment
  • Tax Withholding Estimator
  • Financial Calculator
  • Blog
  • About
  • Why Choose A CPA
  • Client Reviews
  • CONTACT US

The Firm of Sheldon L. Richards, CPA

353 Lexington Avenue, New York, NY 10016

646-718-5912

 ​©️​ 2024

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