Services
R&D Tax Credits
R&D credit studies under IRC Section 41, covering whether the activity qualifies, what documentation is needed, and how the credit is optimized.
Tax credit optimization and planning
Strategic tax planning designed to preserve wealth, improve cash flow, and support long-term business growth.
- Business Tax Planning
- Entity Structuring & Restructuring
- Cross-Border Tax Planning
- M&A Tax Structuring
- Succession Planning
- Estate & Gift Tax Planning
- Tax Credit Optimization
- Exit Planning
- Transfer Pricing Advisory
- International Tax Planning
Documentation and compliance
Ensure full compliance with federal, state, local, and international tax regulations while minimizing business risk.
- Corporate, Partnership & Individual Tax Returns
- Federal, State & Local Tax Compliance
- Sales & Use Tax
- Payroll Tax Compliance
- Multi-State Tax Compliance
- International Tax Reporting
- Information Reporting (1099, W-2, etc.)
- Tax Calendar Management
- Tax Health Checks
- Registered Agent Tax Notifications
Your Partner in Financial Excellence
Contact us for a free consultation. Our New York office is at 22 W 48th St Ste 204 C, New York, NY 10036.