Tax planning | Long island | Manhattan | Nationwide
Expert Tax Planning Services, Long Island, NYC, Nationwide
We understand the critical role that proactive tax planning and preparation play in your overall financial well-being. As a full-service accounting firm in addition to our financial advisory services, we eliminate the worries and inefficiencies that often arise when your financial advisor and accountant are not communicating effectively.
Our integrated approach ensures seamless collaboration between our in-house CPAs and financial advisors, allowing us to develop comprehensive, tax-efficient strategies tailored to your unique circumstances. With our expertise in tax optimization, you can trust that every aspect of your financial life is being managed with your best interests in mind.
In-house CPA’s and Enrolled Agent’s
Big-4 Accounting Firm Experience
30+ years of tax experience
Tax planning free of charge for wealth management clients
Personalized Tax Planning
Our approach to tax planning is individualized. We understand that each client’s financial situation is unique, and we develop tax strategies that are specifically tailored to your needs.
Advanced Tax Planning Techniques
We employ advanced tax planning techniques to help reduce your tax liability and enhance your financial health. From retirement planning to investment strategies, our tax planning is designed to be comprehensive and forward-thinking.
Business Tax Planning
Our dedicated team of tax professionals, equipped with extensive experience, including Big 4 accounting expertise, is committed to providing comprehensive business tax planning services. We work with businesses to develop tax solutions that not only comply with current tax laws, but also optimize tax efficiency.
Integrated Tax Planning
Already utilize United FPG for investment management? Tax planning is included free of charge. We tailor your investments and tax strategies to maximize savings.
