The regulatory environment makes owning a business incredibly complex, impacting how you create products, what you sell, and how you manage your employees. Our responsibility to clients means we do more than just identify ways to lower a business’s tax obligations. We strategize with clients to maximize opportunities based on their unique circumstances. Then, we integrate their tax and business planning holistically, leaving them well positioned to achieve their short and long-term profitability goals.
To help your nonprofits stay focused on your mission, SobelCo assists you in dealing with oversight by tax authorities and reporting and compliance requirements. In addition to helping to prepare necessary documentation, our team advises you on ways to enhance efficiency so time and money can be invested in what’s really important.
Working on a global stage, the professionals at SobelCo have wide-ranging knowledge of United States and international tax compliance to ensure individuals and businesses have the optimal strategies in place.
We understand you have worked hard to grow your company and build your assets. Our priority is responding to your unique needs and future goals with personal attention and a customized strategy to ensure financial security for this generation and the next.
When unique circumstances arise requiring niche services not often in demand, SobelCo has the answers. We have the specialized skills to address all of your tax needs and can draw on national and global resources through both Allinial Global and the Alliott Group to complement our own competencies.
We bring the same care, focus and guidance to your individual tax issues as we do to your corporate ones. By taking the time to get to know your personal needs and aspirations as well as your financial situation, we can put our full resources and attention toward making sure the insights and information we provide exceeds expectations.
Dealing with the plethora of state and local jurisdictions that impose taxes adds to the challenges of today’s frustratingly complicated business environments. SobelCo brings extensive industry-specific knowledge and an understanding of compliance issues wherever you conduct business.

Our Approach

An in-depth understanding of your objectives determines our approach to your tax planning and compliance. But we take our commitment one step further. As part of our ongoing relationships with you, we monitor the effectiveness of a tax plan and help you prepare for the impact of new developments in the regulatory arena. We take great pride in the high level of service we provide, combining up-to-date technical knowledge of tax law along with business acumen and a genuine concern for you.

Why choose SobelCo?

While dependable tax compliance is a key issue for you, what you most appreciate is the way we cross-pollinate within the tax department to ensure that all of your questions and concerns are addressed by experts in the area. Instead of working in silos, our tax professionals connect with each other, tapping into those across the firm who have a depth of knowledge in specialty tax niches while also communicating with the advisory and assurance service providers to give you the full benefit of a holistic approach. Tax risks are not isolated – but rather are a key part of the overall strategy that is best for you as the individual taxpayer.

Tax   Videos
Retirement Plan Contribution Limitations
Please join Brad Muniz and Meghan Cuozzo, SobelCo, as they discuss the the new 2023 limitations for Retirement Plan…
Tax   Videos
Tax News You Can Use | Q4 2022 Updates
Please join Mariana Moghadam and Doug Finkle, SobelCo, as they discuss federal, state, local, and international tax updates for…
Tax   Videos
Employee Retention Credit
Please join Brad Muniz and Doug Finkle, SobleCo, as they discuss the Employee Retention Credit and what determines eligibility…
Tax   Articles
Tax Planning for Individuals Prior to US Residency
Many individuals have relatives who are not citizens of the United States.  From time-to-time those relatives choose to come…
Tax   Brochures
2022 Year-End Year-Round Tax Planning Guide
Tax   Articles
New York State COVID-19 Capital Costs Tax Credit Program
OverviewThe state of New York has launched new program offering a tax credit to small businesses that incurred operational…

1099 TIME!

As the 2022-year-end approaches, please use the buttons below to download the Excel templates to help you prepare your submissions to us so we can assist with the preparation of your Forms 1099.

Please submit your templates to us as soon as they are ready through our secure Sharefile portal choosing ‘1099, Forms’ as the recipient. All templates must be submitted to us by January 20, 2023, to ensure timely filing. Any requests received after that date will be prepared as soon as possible but we cannot guarantee timely filing.

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We build legacies, guiding and supporting clients throughout their business lifecycle with strategic insights, cutting-edge technology, and responsive personal attention.
With the advice from our experienced team, decision-makers can leverage change and illuminate opportunities to drive profitably.
Our seasoned professionals apply their comprehensive industry knowledge and backgrounds in accounting, attest, tax, and advisory services to stay on top of any issues that arise.
In today’s shifting landscape, count on our industry experts for objective advice and innovative solutions to increase operational efficiency and gain a competitive edge.
Rooted in a culture of caring, SobelCo enables the nonprofits we serve to think strategically by providing current, accurate financial data and sound business advice.
Drawing on our own experience as a professional services firm, we assist other practices in reducing risk and optimizing financial performance.
We understand the intricacies of the real estate and construction worlds and provide the resources and selected services required for handling the sector’s unique challenges.
The SobelCo tech team uses our insights to inform you on strategies, trends, and opportunities to help you surge ahead. The technology industry is constantly changing, and we will share custom solutions to help streamline operations.

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