I will assess your tax risks and develop a customized tax strategy
About this Gig
Proactive tax planning starts with understanding your risks.
I am a New York attorney licensed since 1972 with over 50 years of experience helping individuals and businesses identify tax risks and develop practical strategies for compliance and long-term tax efficiency.
Whether you are planning for future transactions, evaluating your current tax position, or seeking to reduce potential exposure, I provide a thorough assessment and strategic recommendations tailored to your circumstances.
Services include:
- Tax risk assessment
- Tax planning strategy
- Compliance review
- Risk identification
- Written recommendations
- Individual and business tax guidance
- Strategic planning for future tax matters
Every engagement is handled professionally, confidentially, and with careful attention to detail.
Please contact me before placing an order so I can recommend the package that best fits your needs.
Tax planning objective:
Minimization
•
Compliance
Entity type:
Individual
•
Corporation
Target country:
US - Federal
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.
FAQ
What is a tax risk assessment?
A tax risk assessment identifies potential issues, evaluates your current tax position, and provides recommendations to help reduce future tax exposure.
What documents should I provide?
Please share a summary of your situation along with any relevant tax documents, financial information, or IRS correspondence that relates to your request.
