Benefits Of Tax Planning

Long Island Tax and Planning will help you strategize to get the biggest refund that you are possibly owed.  Tax planning sets you up for the future years to reduce your liabilities when tax time comes.

  • Save taxes by staying up to date on current tax laws
  • Get the lowest tax liability using current tax laws
  • Create a tax planning strategy to minimize taxes throughout the year
Benefits of Tax Planning
Tax Preparation and Planning

Tax Preparation and Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities. We have accountants that are enrolled to practice before the IRS.

IRS Representation
tax preparation near me

How We Can Help You Plan for Taxes

  • Create a plan to strategically exercise employer stock options to minimize taxes.
  • We will check if there is not too big of a refund or a payment due at tax time. This could be caused by an incorrect amount of tax withholding taken out of your paychecks.
  • See if contributing to a donor-advised fund can capture your current charitable giving, but also give you a nice tax deduction this year.
  • Decide if a charitable remainder trust can greatly reduce your tax liability for a large life event such as selling your business.


To learn more about Long Island Tax and Planning contact us to speak with a representative.



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95 Smithtown Blvd.
Smithtown, N.Y. 11787



P: 631-661-8410
F: 631-482-8311