Every year, business owners, high earners, and self-employed professionals in New York City and South Florida unknowingly give away thousands or even tens of thousands of dollars to taxes that they could have legally saved. Missed deductions, outdated tax structures, and lack of strategic planning are some of the biggest reasons people overpay the IRS.
The tax code is complicated, and if you don’t have the right plan in place, you could be losing money unnecessarily. Whether you’ve missed tax filings, owe back taxes, or want to eliminate unnecessary tax payments, waiting until tax season is too late, you need a plan now.
At 212 Tax & Accounting Services, our team offers two types of tax consultations designed to help business owners, high earners, and individuals take control of their tax situation.
For more ways to legally reduce your tax burden, check out our YouTube channel.
Tax Preparation and Planning Consultation
Many taxpayers don’t realize they’ve made errors until it’s too late, leading to penalties, IRS notices, and unexpected bills. Catching mistakes now can prevent financial headaches later.
✅ Best for you if:
- You missed a tax return or are behind on filings
- You owe back taxes and need to fix the situation before it escalates
- You want to ensure past returns were filed correctly and avoid future IRS problems
- You need an accurate estimate of how much it will cost to prepare next year’s return
We review your past tax returns before our meeting so we can provide a clear assessment. The consultation lasts 30 to 40 minutes, where we go over any concerns, spot potential issues, and outline a plan.
Once tax season arrives, we provide a flat-fee quote for preparing your return. If you decide to move forward, we handle everything for you, ensuring your taxes are filed on time, accurately, and without unnecessary delays.
One thing we don’t do? Put you on an extension just to delay your filing. As long as you get us ALL of your information & tax forms at least three (3) weeks before the deadline, your returns will be filed on time!
Tax Strategy and Savings Consultation
If you make $250,000 or more per year, your biggest tax mistake might not be an error, it could be a missed opportunity. The tax system is designed to benefit those who plan ahead, but if you’re only thinking about taxes when it’s time to file, you’re likely overpaying.
✅ Best for you if:
- You want to reduce or eliminate your annual tax bill
- You need advanced tax planning for investments, real estate, crypto, or retirement
- You own business assets and want to structure them in the most tax-efficient way
- You’re looking for alternative investment strategies that can legally lower your tax burden
This consultation is not about basic tax returns, it’s about long-term wealth protection and tax efficiency. We take a comprehensive look at your financial picture, including:
✔ Business income
✔ Investments & capital gains
✔ Retirement accounts & tax-deferred strategies
✔ Real estate holdings
✔ Crypto assets & alternative investments
We also introduce specialized tax-saving strategies that go beyond traditional deductions, helping you explore unique financial tools and investment opportunities that could reduce or even eliminate your tax bill.
Take Control of Your Taxes Before It’s Too Late
The longer you wait to address tax issues or implement a strategy, the more money you’re leaving on the table. Whether you’re behind on tax filings or looking for ways to protect your income from excessive taxation, we’re here to help.
📞 Stop overpaying and start saving. Schedule your consultation today: https://www.212tax.com/contact/