Tax Planning

Tax planning is the key to reducing your tax liability. At Rosen Kuslansky, our experienced team of accountants go beyond tax preparation and compliance to recommend tax planning strategies that minimize your taxes and maximize your income.

With ever-changing tax laws and shifts in our economy, it has become increasingly challenging for individuals and businesses to navigate toward financial opportunity. But with our team’s tax planning advice and strategies, you can maximize your income and financial position today and well into the future.

What is Tax Planning?

Tax planning is an essential part of an individual or business’s financial plan. Without ongoing and adaptable tax strategies in place, taxes can eat away at your income and savings. That is why it is important to continually consider the tax implications of your individual, investment, or business decisions and implement strategies to effectively minimize your state and federal tax burden.

We Take a Proactive Approach to Your Taxes

Our tax planning accountants employ a wide array of tax planning strategies. With our extensive knowledge of tax law and over three decades of tax planning experience, we can accurately assess your tax liability and utilize legal and ethical alternatives to reduce what you owe. We will help you reduce the impact of taxes wherever possible and keep you on track toward achieving your financial goals. Our tax planning strategies include, but are not limited to:

  • Utilizing trusts
  • Timing on sales
  • Deduction planning
  • Setting up retirement plans
  • Reviewing your business filing status
  • Analyzing your investment strategies

Expertly Meeting Your Tax Planning Needs

When you work with our team, you can rely on us to consistently offer the highest level of tax and accounting services. We take a personalized approach to every client’s needs so we can provide you with the tools you need to meet or even exceed your financial goals. Get in touch with us by calling (212) 675-2600 or contacting us online.