Talk to an Expert Tax

Consultant in Brooklyn

Taxes are overcomplicated, and the process of filing on your own can be time-consuming. Filing on your own can also lead to you leaving money on the table or paying more than necessary. Instead of spending hours of your valuable time learning the ins and outs of the tax code, let Gertstein’s Tax Service help instead.


The team at Gerstein has been providing tax planning and advisory services for over 40 years. You can trust you’re in great hands when you work with one of our trusted CPAs. We’ll provide you with the best advice and services to ensure your taxes are in order — now and in the future



Why Talk to a CPA?

When it comes to tax planning, it's important to consult with a qualified expert in the field. Talking with a CPA can provide several benefits. Benefits include:


  • Maximizing Your Refund — A professional tax consultant will help maximize your refund. If you’re owed a refund at the end of the year, you can count on a CPA to make that refund as big as possible.

  • Find Deductions and Reduce Taxable Income — Your CPA can easily find deductions and tax credits for your situation that you may have missed. Capitalizing on these deductions could be the difference between owing taxes or getting a refund. Your CPA can also help identify places where taxable income can be legally reduced.

  • Keep up with Tax Laws — Tax law is constantly changing, and navigating these changes on your own can be confusing and time-consuming. A tax consultant has the knowledge and expertise necessary to advise you on the best course of action for your specific situation. They can identify potential risks and advise you on how to minimize or avoid them. 

  • File without Worry — When you file on your own, you have to worry about potential mistakes. An experienced tax professional can give you peace of mind when filing. You can rest assured that you’ll get the most beneficial option and that the return will be properly filed at the federal and state level.

  • CPAs are Certified Experts — CPAs have in-depth knowledge. CPAs must undergo extensive education, testing and update their knowledge regularly to maintain their certification. You can trust you’re working with a real professional when you work with a CPA.

  • CPAs Provide a Personalized Experience — When you work with a CPA, you work with someone who will build a trusting, professional relationship with you. They take the time to understand your goals and circumstances to provide you with the best services possible.

These are just a few of the benefits of working with a CPA. Ready to start the tax planning and tax advisory process?



Tax Planning

Nearly every financial decision you make, whether for your finances or your business, has tax implications. Not understanding the tax consequences before making these decisions can unnecessarily increase your tax liability and even cost you interest and penalties. 


When you engage us to assist with your tax planning, we can analyze the alternatives from all angles, using scenario analysis to compare outcomes under various conditions. From there, we can help guide you to making the best possible decision for your unique situation. 


With Gerstein’s tax planning services, we’ll help minimize your liabilities and ensure compliance with any tax laws and regulations. Our team will help you navigate the complexities of the tax landscape, removing any uncertainty. 


Our CPAs will take into account your circumstances, income level and future goals. Our services will cover everything from basic tax needs to more advanced and nuanced tax considerations. Services such as:


  • Calculating deductions and credits

  • Strategies for wealth accumulation

  • Strategies for estate planning and charitable giving

  • Personalized tax advice based on your individual needs

  • Review your current tax situation to find opportunities to reduce state and federal taxes

Gerstein’s team is ready to offer you the best, most comprehensive tax planning services possible.

 

Tax Advisory

Similar to tax planning, our tax-advisory services can guide you through complex tax issues. Tax planning does not happen only during tax season but rather is a year-round endeavor that should take place when there is any change in your circumstances. No matter when your issues arise we will walk you through the appropriate aspects of our work and our thought processes to ensure you’re equipped to make the decision that’s right for you.

Tax advisory involves providing you with expert advice to make the most of your income, investments and savings while minimizing your taxes. We can help you understand any taxes that may apply to your current situation. Taxes such as federal income tax, capital gains tax, state income tax, sales tax and more. 

Our advisors can also provide you with counsel on certain life events and decisions and how they could affect your tax obligations. At Gerstein, we strive to help you through every tax-related decision, making sure you keep as much money in your pocket as possible.

 

Get Started With Gerstein’s Today!

If you’re looking for the best tax planning and advisory service, look no further than Gerstein’s Tax Services. We have decades of experience providing tax planning services to both individuals and businesses. We can help you with any tax preparation, tax planning and tax advisory services you may need.

At Gerstein, we always take a personalized approach to tax planning. We will look at your unique tax situation and take the time to understand your pals, objectives and circumstances to create the best plan for you. From filing taxes to counseling you on advanced tax strategies, we’ll make sure you keep your tax liability to an absolute minimum.

Ready to get started? It all starts with a quick phone call. We’ll set up your consultation with a Gerstein CPA and determine the best path forward for you. We look forward to helping you make the most of your money. Set up your consultation with Gerstein today!

Availability

Email or call us anytime.
In-person appointments are available:
Monday-Friday
9AM – 6PM

Location

375 1st Street
Brooklyn, New York 11215