Tax Strategy · New York City, NY
Michelet Financial delivers proactive tax strategy for New York City business owners and high-income individuals paying $50,000 or more annually. We don’t file returns—we eliminate unnecessary tax burden before it hits.
Book a Tax Strategy Session →In the world's financial capital, high-income business owners and executives face some of the most complex tax environments in the country. Federal rates alone can exceed 37%—and that’s before state and local taxes. Yet most CPAs are focused on compliance, not strategy.
Michelet Financial’s tax strategy practice works with clients paying $50K or more per year in taxes—the threshold where proactive planning generates returns that dwarf our fees. We don’t prepare returns. We engineer a tax position before the year ends.
Our strategies are legal, IRS-compliant, and built around your specific entity structure, income sources, and growth objectives.
We review your last 2–3 returns, entity structure, and income streams to find where you’re overpaying.
We build a multi-year tax mitigation plan with projected savings, prioritized by ROI and implementation simplicity.
We coordinate with your CPA and attorneys to execute entity changes, elections, investments, and more.
Tax law changes constantly. We review and adjust your strategy each year to keep your burden minimized.
New York City’s economic base—financial services, media, technology, real estate, and professional services—produces thousands of business owners and professionals with significant tax burdens that strategic planning could dramatically reduce.
S-Corp or LLC owners paying W-2 and pass-through tax who haven’t optimized their entity structure since founding.
Executives, physicians, and attorneys who’ve never had proactive tax planning beyond maxing out a 401(k).
Active or passive investors who should be using cost segregation, 1031 exchanges, and opportunity zone strategies.
Owners planning an M&A exit in 1–5 years who need to restructure now to minimize capital gains at close.
Most CPAs are compliance experts. Michelet Financial is a strategy firm. We don’t compete with your CPA—we direct the strategy they execute. Our clients typically see $50,000–$500,000+ in annual tax savings through proactive planning.
We focus on proactive tax reduction—the work most CPAs don’t have time for.
We charge for strategy, not products. Our incentives are fully aligned with yours.
Every strategy is documented, defensible, and fully compliant with current tax law.
Multi-state and federal strategies for clients with complex income across jurisdictions.
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Or call us: (225) 396-5511