Skip to main content
Tax Planning & Consulting Services in New York City service background
Back to Services
Growth Architecture
Licensed Professional Service

Tax Planning & Consulting Services in New York City

Edward Torres CPA provides proactive tax planning and consulting for businesses and individuals in NYC. Entity structuring, R&D credits, multi-state advisory. Stop overpaying — book a free strategy session.

Years Experience

36+

Clients Served

500+

Accuracy Rate

100%

Response Time

< 24h

Strategic Tax Planning

Looking Ahead to Minimize Liability

High-Net-Worth Individuals

Family wealth preservation, estate optimization, asset protection, and multi-state tax planning.

Expanding Corporations

Corporate entity restructuring, multi-state tax planning, and international withholding compliance.

Real Estate Syndicates

Cost segregation planning, active 1031 exchange advisory, and passive activity loss optimization.

Pre-Exit Founders

Maximizing QSBS exclusions and restructuring corporate assets prior to sale or merger exits.

Free Consultation

Request a Strategic Tax Consultation

Book a free strategy session to discuss your tax planning & consulting services in new york city needs with our licensed CPA team.

Same-Day Response

We typically respond within 2-4 hours

No Obligation

Free consultation with zero commitment

Licensed CPA Team

30+ years serving NYC businesses

Get Your Free Quote

Tell us a bit about your needs and we'll prepare a custom proposal.

By clicking Request, you agree to our Terms. Your data is secure.

Tax Consulting & Advisory

From entity selection and startup R&D tax credits to multi-state structural planning and active audit prevention.

Strategy Review

Monthly

Regular one-on-one advisory sessions.

Partner Led

100%

Direct access to our Principal CPA.

Growth Analysis

Deep

Clear breakdown of your unit economics.

Core Advantage

Tax Strategy & Planning for NYC Businesses — Year-Round

Consulting is about the future, not just the past. We build roadmaps that align with your business goals to save you money year after year.

R&D tax credits
Stock-based compensation
Entity selection advisory
Tax Strategy & Planning for NYC Businesses — Year-Round
Core Advantage

Entity Selection & Multi-State Tax Planning — Queens & NYC

Every client is matched with a dedicated CPA advisor to ensure personalized, forward-thinking guidance at every stage of growth.

Multi-state compliance
International tax guidance
Audit prevention
Entity Selection & Multi-State Tax Planning — Queens & NYC

The Outcome

Your Results

Don't wait until tax season to find out you paid too much. We build proactive tax strategies that align with your business goals and save you money year after year.

Personalized Tax Planning & Annual Strategy

Startup & Small Business Tax Consulting

Entity Selection & Structure Optimization

Multi-State & Corporate Tax Advisory

IRS Audit Preparation & Representation

International Tax Exposure Guidance

Edward Torres, CPA
"Don't wait until tax season to find out you paid too much. We build proactive tax strategies that align with your business goals and save you money year after year."
Our Perspective

Edward Torres, CPA

CONSULTING FRAMEWORK

Annual Planning Cycle

CPA Led Review
Step 1

Free Consultation

Tell us about your income, business, or IRS concerns.

Step 2

Custom Roadmap

We create a personalized plan with compliance, credits, and savings built in.

Step 3

Ongoing Management

We manage filings, projections, and IRS communications so you can focus on growth.

Local Expertise. Global Reach.

Headquartered in Forest Hills, NY 11375, we provide professional support to clients across all 50 states.

Institutional Standards

Serving All of Queens & NYC

From Forest Hills to Manhattan, we are your local firm with global standards.

QueensBrooklynManhattanThe BronxLong Island
Best of the Boro Award Trophy

Best of the Boro Award

Voted Top Accountant in Queens. Our commitment to excellence is recognized by the community we serve.

Is consulting different from filing?

Yes. Filing is looking at the past; consulting is planning your future to save money. We offer comprehensive year-round consultations, often bundled with our standard tax preparation or bookkeeping services.

What is entity selection and why does it matter?

Choosing between an LLC, S-Corp, C-Corp, or sole proprietorship has major tax and liability implications. We analyze your income, growth plans, and risk profile to recommend the optimal structure for your situation.

Do I need multi-state tax filing?

If you have employees, customers, or inventory in multiple states, you likely have 'nexus' and owe taxes in those states. We identify your nexus exposures and manage registrations and filings across all applicable states.

What tax credits can my business claim?

Common credits include the R&D tax credit, work opportunity tax credit, and energy credits. We identify every credit your business qualifies for and ensure you capture the full benefit.