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Tax Planning & Preparation Services – Innovate Accounting Partners
About Our Tax Planning Services
Tax planning isn’t just for year-end —it’s a year-round strategy. Our team of Innovate Accounting Partners and tax advisors works closely with you to uncover deductions, plan for major life or business changes, and ensure every financial decision is made with tax efficiency in mind.
What We Offer:
- Year-round tax planning and check-ins
- Strategic tax forecasting and optimization
- Individual, business, and estate tax planning
- Entity structure optimization(LLC, S-Corp, etc.)
- Investment, retirement, and real estate tax guidance
We stay ahead of IRS changes and local regulations so you never have to worry. With deep experience across industries and income levels, we’ll help you make smarter moves — and keep more of what you earn.
About Our Tax Preparation Services
When it’s time to file, accuracy and attention to detail matter. We don’t just prepare your returns — we double-check everything, apply the latest rules, and identify opportunities you may have missed with DIY tools or less thorough providers.
Our Tax Prep Services Include:
● Federal, state, and local return preparation
● Maximization of deductions and credits
● Small business and 1099 filings
● Multistate and remote worker compliance
● Secure digital filing and document sharing
● Amended returns and IRS correspondence support
We make the process painless with our secure online portal — no in-person appointments required. You get the confidence of working with licensed professionals and the convenience of a modern experience.
Why Clients Choose Us
- 1,000+ happy clients across NYC and Long Island
- $50M+ in estimated tax savings delivered
- Trusted by professionals, founders, real estate investors & high earners
- Remote-first, always-accessible team
- Transparent pricing — no surprise fees
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