Skip to main content
Tax Consulting & Planning service background
Back to Services
Compliance Architecture
Licensed Professional Service

Tax Consulting & Planning

Proactive year-round strategies to minimize your lifetime tax burden.

Years Experience

36+

Clients Served

500+

Accuracy Rate

100%

Response Time

< 24h

Free Consultation

Ready to Get Started?

Book a free strategy session to discuss your tax consulting & planning 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

15+ 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.

The Growth Strategy

Looking Ahead to Save Today

Startups & Tech Firms

R&D credits, stock-based compensation, and founder exit planning.

Real Estate Holdings

Cost segregation, 1031 exchanges, and portfolio tax efficiency.

Medical & Legal Practices

Entity structuring and tax minimization for high-income professionals.

E-Commerce & Digital

Sales tax nexus study and inventory accounting methods.

Freelancers & Consultants

Quarterly estimates, home office deductions, and S-Corp elections.

What We Include

From entity selection and R&D credits to multi-state advisory and audit prevention—we build a comprehensive strategy for your growth.

Accuracy Rate

99.9%

Detailed records that stand up to any review.

Partner Led

100%

Direct oversight of all tax filings.

Reporting Sync

Real-Time

Cloud-integrated updates as they happen.

Core Advantage

Proactive Strategy Session

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
Proactive Strategy Session
Core Advantage

Dedicated Advisory

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
Dedicated Advisory

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

Our Standards

Our Way of Working

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.

Need Help Fast?

If you have an IRS letter or a deadline today, call our office right away.

Licensed Professional Service

Local Expertise. Global Reach.

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

70-50 Austin St Suite 101 Upper, Forest Hills, NY 11375 230 Park Ave , Suite 343, New York , NY 10169

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.