Year Round Tax Planning Session led by Manhattan CPAs

This service provides ongoing tax strategy guidance throughout the year for individuals and businesses in Manhattan, NY. We help identify opportunities to reduce tax liability through proper planning and timing of income and expenses. The process involves regular review of financial activities and proactive adjustments to optimize tax outcomes. We work with clients to understand their income patterns, expense categories, and investment decisions throughout the year. This includes quarterly check-ins to review estimated tax payments, retirement contributions, and business expense planning. We help coordinate timing of charitable donations, capital gains realization, and other tax-sensitive activities. The service covers both individual and business tax planning needs, including self-employment tax strategies and entity selection considerations. We provide written summaries of planning opportunities and implementation timelines for each recommendation. Documentation includes quarterly tax calendars, planning memos, and year-end strategy reports.