01 / Our services
Tax Planning & Advisory
Tax planning and advisory at Cove Accounting is year-round strategy for owners of pass-through entities, real-estate investors and families with complex filings. We deliver this nationwide from our offices in New York City and South Florida. Typical engagements include quarterly projections, entity and compensation discussions, estimated payments, deduction coordination and year-end action plans. This is not legal or investment advice, and we coordinate with your attorney and financial planner when appropriate.
Discuss your needsWhen this becomes valuable
This service may be the right fit when...
- Your income, ownership, entity structure or investment activity is changing
- You are tired of learning the tax answer after the decision has already been made
- You want projections and planning conversations before year-end
What’s included
Thoughtful support, clearly scoped.
- Quarterly tax projections
- Entity and compensation strategy
- Estimated-payment planning
- Retirement and deduction coordination
- Year-end planning sessions
- Decision-ready action summaries
Common questions
Know what to expect.
Is this a one-time or ongoing service?
The right cadence for tax planning & advisory depends on your situation. Cove offers both project-based work and ongoing relationships when appropriate.
What should I prepare for the first conversation?
Bring the questions you want answered and a general picture of what is changing. We will tell you which documents are useful after we understand the scope.
Can this coordinate with my other advisors?
Yes. With your permission, Cove can coordinate relevant tax and accounting information with your attorney, financial professional, payroll provider or other advisors.
A better financial relationship starts here
Your next decision deserves more than a deadline-driven answer.
Tell us what is changing and what you want to accomplish. We’ll identify the right place to begin.
Request a consultation