BUSINESS OWNERS
Plan for business changes
Whether your profits are growing or you’re considering a major purchase or business sale, we help you understand the tax impact.
Port Washington, New York
Tax planning.
Year-round tax guidance for existing Go Tax Dude clients.
Business & personal tax planning
Consider taxes before you decide.
INCOME & PAYMENTS
Review your expected tax bill
We review your income, withholding and estimated payments to help you plan for what you may owe.
INDIVIDUALS & FAMILIES
Prepare for life changes
A new job, retirement, a move or a property sale can raise tax questions. We’ll explain how these changes may affect your taxes.
YEAR-END PLANNING
Plan before year-end
We look at your current numbers and discuss tax options, timing and the records you’ll need before making a decision.
How we help
Clear advice.
A plan that fits your situation.
We review your current numbers, compare the tax effects and costs of the options you are considering, and explain when action may be needed. We consider your business and personal taxes together.
Get to know Go Tax Dude →Common questions
Tax planning questions, answered.
What should I prepare before the consultation?
Before your planning appointment, please share updated information through our secure client portal.
- Recent income or business reports, estimated tax payments and the decision you want to discuss.
- Relevant returns or supporting records that we do not already have.
We will request any additional records needed for the work after you decide to proceed. If a listed item is unavailable, contact us before your appointment.
How are fees determined?
Fees depend on the complexity of your situation, the records involved and the analysis needed. We agree on the scope and price before planning work begins.
How is tax planning different from tax preparation?
Tax preparation reports what happened during the year. Tax planning looks ahead at decisions and expected income. We offer planning to existing clients as a separately quoted service, with the work and fees agreed in advance.
When should I schedule a planning consultation?
Before a major financial decision, when your income changes or while there’s still time to review year-end options. If a transaction has already happened, we can still discuss its tax effects and what comes next.
Who can book tax planning?
Tax planning is available to existing Go Tax Dude clients. If you are new to our firm, start by discussing your tax preparation or accounting needs. We do not offer standalone tax-planning engagements to new clients.
Can you guarantee tax savings?
No. The outcome depends on your circumstances and the rules that apply. We explain potential benefits, costs and limitations so you can weigh your options.
Do I need to visit the Port Washington office?
No. We can work together by phone, email and secure client portal, or meet by appointment at our Port Washington office.
Let’s talk before you decide.
Tax planning for existing clients in Port Washington and nearby communities.