Staten Island, NY CPA Firm | Strategic Tax Planning Page | A Kaplan CPA, P.C.

Strategic Tax Planning


adjective - (of a person, policy, or action) creating or controlling a situation by causing something to happen rather than responding to it after it has happened

Successful tax planning requires two components, planning and preparation. Successful people understand this concept very well. As President Trump signs the first major tax overhaul in over 31 years, the tax planning becomes even more important. The tax reform (Tax Cuts and Jobs Act) affects 100% of people.  We, at A Kaplan CPA, make it our business to have a complete understanding of all the new opportunities to save your hard earned money, as a result of all of complexities created by the current tax reform.

Our success as a firm is directly correlated to your financial success and well-being.  A Kaplan CPA was founded around the principle of using a proactive approach to tax planning. The goal of our firm is to identify any tax savings opportunities available to you under current Tax Code and to prevent costly mistakes which can deny you the opportunity to be successful. Rest assured that we accomplish it while using court tested and IRS approved tax strategies.

The road to your financial freedom starts with your decision to schedule an initial meeting with A Kaplan CPA to analyze your current tax situation. During our first meeting we generally review your past tax filings, current year financial data and ask you about your future plans. We do this in order to identify any missed opportunities and, if feasible, make corrections to the past tax returns. We also analyze the current situation and choose the best course of action to take full advantage of all possible tax saving strategies that you may qualify for based on your unique circumstances.

Don’t wait and leave money on the table. If you are ready to take advantage of court tested and IRS approved tax saving strategies, do not delay and procrastinate. There is no better time than now… Call us today at 718-577-2582 and you will be happy you did!

We recommend Tax Saving Strategies that help you...

  • grow and preserve assets by keeping Uncle Sam out of your pockets.
  • defer income so you can keep your money now and pay less taxes later.
  • reduce taxes on your income so you keep more of what you make.
  • reduce taxes on your estate so your family keeps more of what you've made.
  • reduce taxes on your gifts so you can give more.
  • reduce taxes on your investments so you can grow your wealth faster.
  • reduce taxes on your retirement distributions so you can retire in style.

Here's just a few of the Tax Saving Strategies we use...

  • Splitting income among several family members or legal entities in order to get more of the income taxed in lower bracket.
  • Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate.
  • Deferring tax liabilities through certain investment choices such as pension plans, contributions and other similar plans.
  • Using certain investments to produce income that is tax exempt from either federal or state or both taxing entities.
  • Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.

Remember, we work for you not for the IRS. Many of our clients save many times the fee in reduced tax liability through careful planning and legitimate tax strategies.

If you'd like to receive more information about our Tax Planning Service, please complete this form.

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At A Kaplan CPA, P.C., we've been serving the accounting needs of Staten Island, NY and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.

Please fill out this form and let us know how we can be of service. We will happily offer you a FREE initial consultation to determine how we can best serve you.

Thank you for visiting. We look forward to working together!

A Kaplan CPA, P.C.

4300 Hylan Blvd Suite 2F,
Staten Island, NY 10312
T: (718) 577-2582
F: (718) 709-4230


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