Minimize and simplify your taxes.
“My objective is to minimize and simplify my clients' taxes and provide them with peace of mind. I also work hard to save my clients time and money by sharing my experience and by understanding the needs and challenges of their own unique businesses.”
Philip A. Baumgarten CPA, JD
Philip Baumgarten, a successful CPA and attorney for over 20 years, offers clients a wide range of diversified tax services that run the gamut from all phases of individual taxes, estate and gift taxes, sales use and payroll taxes, interstate and international taxation to pension and profit sharing plans.
These services can include but are not limited to tax return preparation, tax research and representation of clients at administrative proceedings before various taxing authorities.
Based in lower Westchester County, Philip can offer the full services of a big accounting firm at a more reasonable and competitive price, as well as provide referrals for legal or strategic consulting services should you need them. His resources are yours: an extensive network of business colleagues in the legal, insurance, and consulting professions.
A Hands-on and Knowledgeable Advisor—When You Need One Most
Often business transactions such as buying or selling assets or weighing investment vehicles can have significant tax implications. Therefore, it is imperative that you have the best tax advisor working for you. Understanding both the legal and tax issues that can arise from these transactions and investment options, enables Philip to take a hands-on approach to working with clients to ensure that compliance requirements are being addressed while exploiting every opportunity to minimize tax exposures.
Corporate clients range in revenue size from one million dollars to 10 million dollars and industries from not-for profits, art galleries, physicians’ groups, trading companies to technology firms and a solar energy company.
Key Services include:
- Top IRS Representation
- International Taxation
- Estate & Trust Tax Preparation
- Estate & Tax Planning
- Legal Assistance
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