Business Creation & Licensing
Starting a business, corporation or small corporation involves paperwork, deadlines and license requirements that affect your taxes for years.
Tax Planning in New York, NY
Tax Planning in New York, NY from Trofer Tax & Accounting. Waiting until tax season means most chances to lower your taxes have already passed.
At a glance
What's included in Tax Planning?
Tax planning with Trofer Tax & Accounting is a year-round process. We review your income, expenses, business structure, rental properties and investments, then estimate what you are likely to owe and identify legal ways to reduce it.
Included in this service
- Year-round tax projections
- Estimated tax payment planning
- Business owner compensation planning
- Rental property and investment planning
- Retirement contribution guidance
- Mid-year and year-end reviews
The Process
How does Tax Planning work?
A clear path from your first message to finished work, so you always know what comes next.
- 01
Reach out
Call, message on WhatsApp or send the form and tell us what you need help with for your tax plan.
- 02
Advice on what you need
Claudia reviews your situation and explains exactly what is required, in plain language, before any work starts.
- 03
Gather documentation
We send a clear checklist so you only collect the documents that matter for your case.
- 04
Account and portal setup
We set up your account and give you secure portal access to upload and view your documents.
- 05
Work begins
We start the process that fits your type of client, business or personal, and keep you updated until it is done.
Why Choose Us
Why choose us for Tax Planning?
No April surprises
Know what you are likely to owe well before the deadline.
Smarter timing
Plan purchases, sales and contributions when they help most.
Based on real numbers
Planning uses your current books, not rough guesses.
Fewer penalties
Estimated payments planned to avoid underpayment charges.
What does Tax Planning cost?
Tax planning fees depend on how complex your income is and how many reviews you want during the year. We agree on the scope after the first conversation.
Service Areas
Where do we provide Tax Planning?
Based in 45 Maple St, Garden City, NY 11530, we cover New York, NY and the surrounding neighbourhoods.
- New York City
- Manhattan
- Brooklyn
- Queens
- Garden City
- Hempstead
- Mineola
- Westbury
- Hicksville
- Uniondale
- Long Island
- Nassau County
- Suffolk County
- New Jersey
- Jersey City
Common Questions
Tax Planning questions we hear most
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