Tax Services
Tax Services
Manhattan West now offers comprehensive in-house tax services as part of its financial solutions platform.
Preparation
Our tax advisors have over a decade of tax compliance and planning experience and are dedicated to working side by side with their clients and their advisors to achieve their financial goals.
- Preparation, review and filing of annual income tax returns for Personal and Trusts
- Review of prior year returns for errors and missed opportunities
- Filing amended returns when needed
- Form 1099 preparation and filing
- Representation before the IRS and other taxing authorities upon examination
- Timely responding to IRS notices and inquiries
- Applying strategies to reduce or eliminate assessed penalties
- Quarterly income tax projections to avoid underpayment of estimated tax penalties, while optimizing cash flow
- Advising on creation of the most tax efficient entity for your business or investments
Consulting
Our tax advisors have over a decade of tax compliance and planning experience and are dedicated to working side by side with their clients and their advisors to achieve their financial goals.
- Consulting related real estate investments and the benefits afforded to taxpayers.
- Consulting related to equity compensation packages (e.g., stock options, restricted stock, RSUs, employee stock purchase plans).
- Consulting related to wealth transfer and wealth preservation.
- Consulting related to retirement plans and the associated tax benefits.
- Consulting related to residency issues to avoid pitfalls that could result in examination by state taxing authorities.
- Consulting related to Section 1202 qualified small business stock.
- Consulting related to charitable giving to maximize tax savings.
- Annual face-to-face meetings to discuss planning opportunities, potential future transactions, and review of your personal balance sheet.