Tax solutions tailored to the needs of individuals and organizations.

An innovative approach and a flexible model developed by team with decades of experience in responsible tax management.

Our Approach

Manhattan West offers comprehensive in-house tax services as part of its financial service platform.

Preparation, review and filing of annual income tax returns for individuals, trusts, partnerships, and corporations
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 related real estate investments and the benefits afforded to taxpayers
Consulting related to wealth transfer and wealth preservation
Consulting related to residency issues to avoid pitfalls that could result in examination by state taxing authorities
Consulting related to charitable giving to maximize tax savings
Consulting related to equity compensation packages (e.g., stock options, restricted stock, RSUs, employee stock purchase plans)
Consulting related to retirement plans and the associated tax benefits
Consulting related to Section 1202 qualified small business stock
Annual face-to-face meetings to discuss planning opportunities, potential future transactions, and review of your personal balance sheet

Team

Managing Director