Essential tax guidance for individuals with substantial earnings. This section offers smart strategies to help high-income earners reduce taxable income, optimize retirement and investment planning, leverage deductions and credits, and stay compliant. Whether you’re maximizing benefits through retirement accounts or exploring advanced tax-efficient investments and giving strategies, these tips aim to help you preserve more of your wealth while meeting your tax obligations.
Ivy Tax & Business Inc. is a professional CPA firm specializing in proactive tax planning, S-Corp optimization, business tax preparation, and strategic accounting for small businesses, real estate investors, and high-income earners.
We work closely with a wide range of businesses and professionals, including:
Multi-entity and multi-state business owners
We work with small business owners every day to reduce self-employment taxes and stay IRS-compliant.
We plan ahead—quarterly and annually—to help you save more.
Ideal for S-Corps, multi-entity structures, real estate portfolios, and high-income clients.
Every client receives a personalized tax strategy designed around your revenue, business model, and goals.
We review your structure, income, and potential tax savings.
You receive a personalized tax plan, including S-Corp strategies and IRS-compliant salary guidance.
We support you with compliance, quarterly planning, bookkeeping, and long-term strategy.
We proudly offer full bilingual communication in English & Chinese.
Phone, email, and document explanations can be provided in both languages for accuracy and clarity.
(Internal text-only numbers are not listed publicly.)
Book a free strategy session to uncover hidden tax savings and receive a customized plan for your business.
📞 Phone: 516-344-8065
📧 Email: [email protected]