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Business Tax Consulting

Baker Tax first focuses on its clients’ needs and develops a game plan based on those needs.

Does your current accountant understand your business model?  If the answer to this question is “no” or “I’m not sure”, then how can you expect to get a quality return on your investment?

For over 26 years, the team at Baker Retirement & Wealth Management, P.C. has been helping companies around the Tri-State with tax-related decisions by first establishing the needs of the client.  Jeff Baker’s experience in corporate and cost accounting has set the precedent for the company’s dedication to identifying client needs prior to providing services.  We put you first.

How Baker Can Help Your Organization

Once a client’s needs have been identified and a fit has been established, the Baker team often assists in furthering the following outcome-based goals:

  • Help a company’s management understand how business decisions affect tax liabilities and those of their shareholders
  • Identify a plan for maximizing profit distributions and minimizing taxes
  • Provide assistance to help with the sale of a business
  • Help a company obtain financing
  • Assist with structuring buy/ sell agreements to minimize taxes and protect principals
Talk to a Tax Expert Today
You’ve worked hard to establish your business. Find the business tax consulting services that will serve you best with Baker.
Baker Retirement & Wealth Management is not a registered broker-dealer nor a registered investment advisor. Baker Retirement & Wealth Management is not a registered broker-dealer nor a registered investment advisor. Baker Retirement & Wealth Management and Vanderbilt Financial Group are separate and unaffiliated entities. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Vanderbilt Financial Group does not provide tax or legal advice. Please consult with your tax and/or legal advisor regarding your personal circumstances. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions
Advisory Services offered through Vanderbilt Advisory Services
Clearing agent: Fidelity Clearing & Custody Solutions
Insurance Services offered through Vanderbilt Insurance and other agencies
Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures