Tax Strategy — New York City

Tax Strategy for NYC Business Owners

New York City layers state, city, and federal taxes into the heaviest combined burden in the country. Business owners doing $500K+ are almost certainly overpaying.

New York City Industries We Work With

What New York City Business Owners Face

State Tax Overview

High SALT state. NY state income tax up to 10.9%. One of the highest combined tax burdens in the US.

High SALT Burden
Local Business Taxes

NYC imposes its own personal income tax (up to 3.876%) and an Unincorporated Business Tax (4%) on sole proprietors and partnerships. NYC corporate tax also applies.

New York City Client Example

A NYC-based professional services firm with $3.2M revenue was paying over $420,000 in combined city, state, and federal taxes. After PTET election, S-Corp restructuring, and a defined benefit plan, annual savings totaled $156,000.

How We Reduce Taxes for New York City Businesses

PTET Election

Bypass the $10,000 SALT deduction cap with a Pass-Through Entity Tax election, recovering state taxes as a business deduction.

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Entity Restructuring

Optimize your business structure across LLCs, S-Corps, and holding companies to minimize tax exposure and maximize protection.

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Cost Segregation

Reclassify building components to 5, 7, or 15-year property for accelerated depreciation and massive first-year deductions.

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Defined Benefit Plans

Shelter $150,000 to $300,000+ per year through custom pension plans designed for high-income business owners.

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UBT Optimization

Reduce NYC Unincorporated Business Tax through entity restructuring, deduction optimization, and proper election strategies.

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Remote Service. Local Depth.

We serve New York City business owners remotely with the same depth as a local firm. Our Tax Intelligence Framework starts with a comprehensive review of your financials, entity structure, and current tax position. We then build a custom strategy and implement it.

We work alongside your existing CPA, not replacing them. Learn more about our tax strategy service or read about how we work alongside your CPA.

  1. 1 Tax Intelligence Review - We analyze your current structure, financials, and tax returns to identify exactly what you are leaving on the table.
  2. 2 Custom Strategy Blueprint - We build a prioritized plan with projected savings for every strategy, specific to your business and NY tax environment.
  3. 3 Implementation - We execute every strategy, coordinating with your CPA and legal team. No loose ends.
  4. 4 Ongoing Optimization - Tax law changes. Your business evolves. We adapt your strategy year over year to keep savings compounding.
Tax Intelligence Review

New York City Business Owner?

Book a free review and we'll identify exactly how much you're overpaying and the strategies to fix it.

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Get Your Tax Review

Tell us about your business and we'll identify every savings opportunity available to you.

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