Individuals

Individuals Tax Planning and Preparation

Individuals

When it comes to personal and business taxes, proper planning is the key to financial success. At SL&C, our tax professionals know how to maximize your tax benefits, while minimizing future issues.

We take the time to understand each client’s individual situation. Our team applies its knowledge of the changing tax environment to assist you in making the best financial decisions. We continually monitor tax legislation, regulations and court rulings, which enables us to offer the most effective tax planning services for individuals.

Satty understands the importance of filing taxes accurately and timely. After our experts review prior financial information, we present you with ideas and options to lower your future tax burden. We also specialize in efficiently preparing your tax return.

Specialized Services Include:

  • Preparation of individual federal and state tax returns
  • Analysis of the tax consequences of specific transactions, including recommendations and alternatives to achieve the best after-tax results
  • Personal financial planning
  • Estate and retirement planning
  • Valuation for estate, marital and probate matters
  • Estimated tax planning
  • Coordinate alternative tax planning between you and related entities
  • AMT planning

For more information contact:

Roger Ciacco

rciacco@satty.com
516-338-9500 ext. 105

Stacy Sanders

stacys@satty.com
516-338-9500 ext. 118

Schedule a Tax Services Appointment Today

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