For Individuals

New York City Tax Preparation, Accounting Services for Individuals

Smyle & Associates, LLC can help you reach your financial goals through expert tax planning and advice, and by helping you navigate the many pitfalls that can impact the viability of your financial future. We can help you take a broad view of your income and tax liabilities and make recommendations regarding the best path to build and preserve wealth.

For corporate and public employees, physicians and attorneys, creative artists and musicians, we will show you how to reduce your risk, decrease your tax obligations and retain more of what you’ve earned.

Corporate Employees

For individuals, tax planning encompasses different scenarios including the timing of income, purchases and other expenditures, selection of investments and types of retirement plans. The goal of tax planning is to arrange your financial affairs in order to minimize your tax obligations within the constraints of the laws that are currently in place. We constantly stay abreast of legislative changes which offer prospective planning opportunities as well.

There are many tax planning scenarios with different tax implications that require the assistance of a tax professional – whether you are part of an employee stock ownership plan, considering tax-deferred investments, expecting a large capital gain this year, planning to make a charitable contribution, or any number of other scenarios unique to your situation.Smyle & Associates, LLC can help you navigate:

  • Withholding allowances
  • Financial planning
  • Stock options exercise
  • AMT planning
  • Incentive stock options
  • Bonus withholding issues
  • Multi-state withholding issues, and much more.
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Public Employees

Public employees with pensions have a unique set of challenges when it comes to tax planning and funding retirement. For teachers, police officers, firefighters or civil servants, Smyle & Associates, LLC can help you plan for the future by taking care of the present so that your retirement outlook will be brighter than ever.

Whether you’re under federal or state systems, or a combination of public and private sector service, we know what it takes to make your retirement sustainable – and to make your money work harder for you. We will help you handle the challenges unique to public employees, both during your working years and after you retire.

Doctors & Attorneys

Smyle & Associates, LLC provides expert guidance to attorneys in matters such as estimated taxes, trust account issues (IOLA funds), tax planning and preparation, accounting, and full-service, outsourced CFO and bookkeeping support.

For doctors with established medical practices to those beginning residencies, Smyle & Associates, LLC can help you keep more of what you earn with experienced tax planning and compliance guidance, as well as effective financial planning. We have the proven credentials, experience and energy level necessary to help you run your practice with far greater efficiency and an improved bottom line. We can help give guidance on salaries and other personnel matters, and advice on investments. Count on Smyle & Associates, LLC to become your trusted partner that will help your practice grow.

Artists & Musicians

We work with a variety of fine artists, musicians, design professionals and other creative businesses. We know a creative person’s eyes can glaze over when it comes to discussing or managing numbers. However, if you want to build a career that matches your dreams of success, Smyle & Associates, LLC can help you see it through. We can help you get organized and on a schedule so that you can manage the business aspect of your career more easily.

Professional Athletes

Besides your opponents, as a professional athlete you may have many complicated tax issues to contend with as well, including different state filings, multiple W2s from multiple states, streams of endorsement money and appearance fees – and that’s just the beginning. Smyle & Associates, LLC can help you with financial planning and tax advice that can keep you in the game and out of the sights of state and federal tax officials. Protect your personal brand with effective tax strategies and financial planning. Make Smyle & Associates, LLC part of your team.

So grateful for you, your work and everyone in your company. One truth among many that covid has laid bare is the need and relief found in relationships of all kinds, and without them, all this is wholly unbearable. Thanks for being part of the extended family and for always taking care of my corner. Michelle Willis
–Michelle Willis

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