Melville, NY Accounting Firm | Personal & Family Tax Planning Page | Nussbaum Yates Berg Klein & Wolpow, LLP

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations. NYBKW tax professionals have hands on experience handling a variety of tax issues including extraordinarily complex and sophisticated matters.

Businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.

We can discuss Tax Saving Strategies that may help you...

  • grow and preserve assets
  • minimize the impact of the AMT (alternative minimum tax)
  • 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
  • better understand your choices related to to investment planning and capital gains
  • determine what education funding strategies are best for you
  • 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 from qualified plans and IRAs so you can enjoy retirement more.

Find out how you can save time and money with reduced tax liabilities through careful planning and legitimate tax strategies.

Please contact Tax Partners Alan Yates  or  Craig Rubin  either via email or call at 631.845.5252.