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Share your situation, tax years and any deadlines.
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Plan before the deadline
Tax Planning
Year-round tax planning for income, business and life changes.
A higher salary, freelance work, business profit or a property transaction can create new tax questions. We help individuals and small business owners review withholding, estimated taxes and year-end decisions. Discuss potential tax-saving strategies with an EA-led team that considers your records and circumstances.
How we can help
Support shaped around your situation.
- W-2 withholding and estimated tax payment reviews
- Self-employed and small business tax planning
- High-income earner and multiple-income household reviews
- Year-end tax planning and business election discussions
Get ready
What to bring to the conversation.
- Most recent filed returns
- Current pay statements and year-to-date business reports
- Estimated payments and withholding details
- Expected income changes and planned major transactions
We confirm your document list after learning about your needs. Use the client app when instructed to share sensitive documents.
From first question to next step
A straightforward way to work together.
Agree on the work
We review the information and discuss scope, fees and timing.
Stay involved
We follow up on questions and explain the work for your review.
Before you begin
Your questions, answered.
When should I start planning?
Reach out before a major transaction or anticipated income change. A review during the year can give you more time to evaluate options than waiting until return preparation.
Does a planning consultation guarantee tax savings?
No. Recommendations depend on your facts, current rules and the records available. We discuss assumptions and tradeoffs, and agree on the scope before starting.
Can you review taxes from both my job and side business?
Yes. Bring your pay statements, business income and expense records, prior return and estimated payments. Reviewing them together helps us discuss withholding and payment needs across your income sources.
Nearby when you need us. Remote when it suits you.
Our office welcomes clients from Ozone Park, Richmond Hill, South Richmond Hill, Jackson Heights, Hillside/Jamaica and Brooklyn, including our Bangladeshi communities. In-person appointments take place at our Ozone Park office; fully remote service is available nationwide.
Local ZIP codes include 11416, 11417, 11418, 11419, 11208, 11432 and 11372.
Let’s take the next step
Start with a conversation.
Tell us what you need. We will help you understand the documents, scope and next steps.