Tax Preparation and Planning

Get Reliable Tax Preparation and Planning Services With UpStart

Preparing and planning for taxes is often a stressful and complicated endeavor for most people.

Preparing your own tax return can be extremely difficult with today’s complex tax code and may often leave you with more questions than answers.

These days, the majority of people and small businesses use a professional and reliable tax preparer to assist with the preparation of taxes. Even if you are just filing a simple return, the rules may change from year to year and it is easy to overlook these changes and submit an incorrect return. By doing your taxes yourself, you may also end up overlooking deductions and credits.

At UpStart Business Solutions, we have the expertise that is needed to help you file your returns while also helping you to minimize your tax liability with reliable tax service.

Tax Preparation in Stony Brook

Our tax preparation services include:

  • Individual Tax Preparation
  • Business Tax Return Preparation
  • Gift & Estate Tax Return Preparation
  • Partnership & Corporate Tax Preparation
  • Estate and Succession Planning
  • Out-of-State Returns
  • Business Start-Ups

UpStart Business Solutions can also help with our reliable tax planning services.

Tax Planning & Education

Tax planning is essential to help you successfully and legally reduce the amount of your tax liabilities. In addition to making sure that your business is tax compliant, we also can suggest tax-saving strategies that will maximize your after-tax income.

We offer reliable tax and education planning service to assist start-ups, as well as, established businesses. We will provide you with a complete list of the most commonly overlooked deductions so that you can limit your tax liability for the following year.

We’ll also assist you with tax planning by:

  • helping you to defer income so that you can save money now and pay less taxes in the future
  • lower taxes on your income so that you can keep more of your earnings
  • lower taxes on your estate and gifts so that the beneficiaries can keep more of what you have given
  • lower taxes on investments and retirement distributions so that you can maintain your lifestyle and much more.

If you own a small business in Stony Brook or need help with individual taxes, working with a reliable and trusted tax planning service can help save you more money. UpStart Business Solutions offers the expertise that you need to save on your taxes at affordable prices.

Tax Resources

Here are some links to help you learn more about NY taxes:

If you’d like to receive more information about our Stony Brook tax preparation and planning services, please call us at (631) 706-4002 or contact us.