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Your Future Is Our Purpose

IMPERITY TAX PLANNING

Your Partner for Strategic Tax Planning Solutions

We help business owners navigate the complexities of tax planning to maximize savings. Our goal is to identify strategic opportunities that can significantly reduce your tax liability for both your business and personal finances.

As part of the Imperity family of firms, we are dedicated to delivering clarity, control, and confidence through expert tax planning solutions.​

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WHO WE HELP

Your Business. Your Family. Our Focus

We proudly service clients across a variety of industries:

CONTRACTORS / BUILDERS

CONSULTING FIRMS

ELECTRICAL / HVAC

MANUFACTURERS

MEDICAL PROFESSIONALS

RETAIL

REAL ESTATE / RENTALS

SERVICE INDUSTRY

TECHNOLOGY

OUR A.I.A STRATEGY

Maximizing Tax Savings and Reducing Tax Liability

ANTICIPATE

Through a thorough and comprehensive review process, we identify strategies that optimize tax efficiency and maximize savings.

IMPLEMENT

Together, we execute these strategies year-round, ensuring consistent results and adapting as needed.

AVOID

Our proactive approach ensures you avoid unnecessary tax payments, safeguarding your resources for growth.

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Uncover Tax Savings With Expert Guidance To Avoid Overpayment Today!

FREQUENTLY ASKED QUESTIONS

Commonly Asked Questions 

How do I know if I'm paying too much in taxes? 

9 out of 10 small businesses overpay by at least $10,000 annually due to unnecessary taxes.

Is this approach right for me?

Our complimentary consultation provides an estimate of your potential savings.

How often should my tax plan be reviewed?

Quarterly updates and annual reviews yield the best results by minimizing surprises.

What can I do if I'm overpaying?

Our A.I.A model personalizes a plan to reduce overpayments and maximize savings.

Can we work virtually?

Absolutely. We offer virtual or in-person consultations based on your preferences.

Do I need a tax plan for my business?

Yes! A strategic tax plan helps you avoid pitfalls and optimize savings in real time.

Let's lower your tax burden

MAXIMIZE TAX SAVINGS TODAY

Let's Start The Conversation!

Explore how Imperity can transform your approach to tax planning and unlock potential savings for your business and personal goals.

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RESOURCES

Our Guiding Principles

At Imperity, we know that financial confidence doesn’t come from guesswork—it’s built on clarity, control, and confidence to doing things differently. That’s why everything we do is grounded in six guiding principles that shape how we serve, support, and show up for our clients.

COLLABORATION

We believe in the strength of teamwork: “To go fast, go alone; to go far, go together.” By treating others with respect and fostering a culture of mutual success, we empower everyone to achieve our shared goals.

CONTACT US

We Want To
Hear From You

Together, we’ll help build a stronger future for you, your family, and your business, because at Imperity, your future is our purpose.

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Info
Address

295 Madison Ave., Suite 915

New York, NY 10017

445 Broadhollow Rd., Suite 203

Melville, NY 11747​

Summerville, SC 29486

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Disclosure: Imperity Tax Planning, LLC. has achieved positive results for its clients, but the successes of our top clients are not typical. Because past performance is not a predictor of future success, you may have more or less success depending on many factors, including your background, experience, work ethic, client base and market forces. Additionally, at times we may discuss the law or new and pending legislation. Please know our understanding of it is constantly changing, and you cannot and should not rely upon these communications for legal, financial or accounting advice.
 

​Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or service. 

​​​​© 2025 Imperity Tax Planning, LLC. All Rights Reserved.

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