Tax Compliance & Tax Consulting Services

Tax Compliance and Tax Consulting Services in New York

Individuals have a lot of questions during their quest for long-term financial security. Our tax compliance and consulting services team helps clients design a comprehensive plan to reach their financial objectives. Grassi & Co. analyzes the current status of clients’ investments, tax, insurance, retirement and estate plans. We dissect each component and make recommendations for improvement. Because the elements of a sound financial plan are interwoven, Grassi & Co.’s tax services professionals regularly monitor the plan and assist in making modifications that reflect clients’ changing needs, goals and priorities. We serve the New York metro area, including New York City, New Jersey, Long Island, Connecticut, and Pennsylvania. Grassi & Co. provides the following Tax Compliance & Tax Consulting services:

For Closely-Held Business & Owners:

  • Commercial Building Tax Deductions for AEDs
  • Cost Segregation Studies
  • Income Tax Planning & Projections International Taxation
  • LIFO Consulting Services
  • R&D Tax Credits and Incentives
  • State & Local Taxation
  • State Tax Credits
  • Succession Planning
  • Tax Controversy
  • Tax Credits & Incentives
  • Tax-Exempt Business
  • Tax Provision Services
  • Tax Return Compliance
  • Transaction Advisory
For High Net Worth Individuals:

  • Bankruptcy & Insolvency
  • Charitable and Gift-Giving Strategies
  • Family Wealth Services
  • Financial Administration
  • Income Tax Planning & Projections
  • International Taxation
  • Investment Strategies
  • Retirement Planning
  • State & Local Taxation
  • Tax Controversy
  • Tax Credits & Incentives
  • Tax Return Compliance
  • Transaction Advisory
  • Trust & Estate

 CLIENT TESTIMONIALS: Click here to see what some of our clients have to say about our services.