This is how all your numbers fall into place. You don't need to know what any of these tax forms are — because we do.
Feldman Financials is a Brooklyn CPA practice built around one idea: the return is the easy part. The planning that happens before it is what actually changes what you owe.
A few quick questions, tailored to your situation — see where you stand.
A CPA who only calls in April is filing a return on decisions you already made — the window to lower what you owed has closed. We work the other way.
Before you sign a lease, hire your first employee, or restructure the business, we've usually already looked at what it does to your taxes. Entity structure, multistate exposure, timing — the strategy happens while there's still something to do about it.
Clients on our advisory retainer move through the same four checkpoints every year.
Find the correct order. Tap two cards to swap them.
Entity structure, payroll, and multistate compliance for owners who've grown past the point of tracking it all themselves.
Cost segregation, passive activity rules, and entity planning across a growing portfolio of properties.
Income, residency, and filing obligations that cross state lines — planned for before they become a notice.
A quick look — the full list, with detail, lives on the Services page.
Real strategies to reduce your IRS liability before the year closes, not after.
Federal, state, and multistate business returns prepared as part of a year-round strategy.
Setup, cleanup, and ongoing review so QuickBooks reflects what's actually happening in the business.
Personal returns that catch every deduction and credit you're entitled to.
A few of the moves we build into a plan when they fit — real strategies, not generic advice. Tap one to read more.
Most owners of an LLC, S-Corp, or sole proprietorship can deduct up to 20% of qualified business income — but the rules around wages, entity structure, and income limits decide how much of it you actually get to keep.
Pre-tax salary deferrals plus employer contributions can shelter a large share of income from tax while building retirement savings.
Material participation in a short-term rental can let losses offset active income — a strategy most owners never realize they qualify for.
Breaking a property into components lets you accelerate depreciation and front-load deductions instead of spreading them over decades.
Roll gains from one investment property into another and defer the capital gains tax that would otherwise be due on the sale.
Occasional writing on tax planning and running a business.
Unlimited personal liability and self-employment tax on 100% of net profit — when it stops making sense to stay a sole proprietor.
Read moreWhy payroll tax problems are one of the most common ways businesses get in trouble with the IRS.
Read moreBusiness owners carry more reporting obligations than individuals — and more opportunities to avoid unnecessary penalties.
Read moreTwo ways to get started — pick whichever fits where you are.
