TAX PLANNING & ACCOUNTING

TAX SERVICES

TAX PLANNING

  • Proactively  analyze and collaborate with all of your advisors to plan for tax consequences on all financial transactions
  • Find ways to help reduce your tax bill – above and beyond tax compliance & tax return preparation
  • Prepare tax projections & estimated tax payments
  • Tax planning consultations
  • Prepare estimated tax payments

PERSONAL INCOME TAX PREPARATION

  • Prepare federal, state and local tax returns
  • Review prior years’  tax returns and amend when tax savings are identified

BUSINESS TAX PREPARATION

  • Prepare federal, state and local tax returns
  • Prepare payroll tax returns
  • Sales Tax Preparation

OTHER TAX SERVICES

  • Prepare gift and trust returns
  • Audit representation

ACCOUNTING SERVICES

CONSULTING

  • Business entity selection
  • Business acquisition and succession planning
  • Financing assistance (document preparation & bank negotiation)

FINANCIAL REPORTING

  • Financial statement preparation and analysis
  • Implement, monitor and upgrade your accounting system

BOOKEEPING

  • Bill Paying
  • Payroll processing and compliance services
  • Prepare and file Form 941, NYS-4S, MTA-305, 940
  • Prepare and file Form 1099-MISC

CONTACT US

Don’t hesitate to contact us.

If you want to send us a message through the contact form, we can get in touch with you.

99 Park Ave, Suite #1920
New York, NY 10016
212-687-3600
info@wealthedge.com