How to Get Your Tax Strategy

Sunnyside Tax Planning

Allan J Rolnick, CPA, CTC specializes in reducing taxes for successful small businesses and individuals. Many tax professionals only look at your finances at tax time but we believe in developing a proactive strategy that works all year long to manage tax exposure. When you work with us, we tap into our skills as a Certified Tax Coach to find every legal means possible to save you money on taxes so you can increase your business profits and your personal wealth. You’ll never overpay because we’ll make sure you take advantage of every available tax credit, deduction, and legal loophole to reduce your tax burden.

Working with our Sunnyside, NY CPA firm offers the potential to save you and your business thousands of dollars in taxes. Getting started is easy so contact us now. Here’s how it works:

1. Meet Your Tax Coach

First, we’ll set up a convenient time to learn about you and your finances. We’ll ask you about your business, your current financial situation, and your long-term goals.

2. Complete a Tax Questionnaire

Next, you’ll complete a brief questionnaire to provide more detail about your investments and your business entities (S Corporation, LLC, Limited Partnership, etc.). We’ll also ask for copies of some of your past tax returns and any other information you can tell us about where your money goes.

3. Get Your Tax Strategy

Now we get to work! It typically takes about two weeks to create your tax strategy. During our process we’ll evaluate all of your information and consider a variety of techniques for reducing your taxable revenue and income. When your plan is complete we’ll lay it out in clear language and deliver it to you to review. We also schedule a follow-up call to answer any questions or concerns.

4. Put Your Tax Plan in Motion

As a Certified Tax Coach, part of service includes help implementing your plan. We want you to see big tax savings as planned so we’ll provide the dependable financial guidance and advice you need to reduce your taxes, grow your wealth, and have continued success with your business.

Get Your Free Tax Planning Book!

You’ll receive our book, Writeoffs to the Rescue* as our special gift when you schedule your consultation. Get started now by calling 718-896-8715 or request your free consultation online.