A History of Shaping Futures…Through Tax Planning and Preparation

Marvin and Company is a regional accounting firm that has the perfect mix of large-firm resources (through the BDO Alliance USA and small firm attention to detail that has benefitted our tax planning and preparation clients for 95 years.

We take pride in the relationships we develop with our tax clients and we concentrate on helping them achieve their long-term tax goals and objectives rather than simply viewing our tax relationship as a “once-per-year” tax return. We work with you to develop a plan that minimizes your tax liability and ensures federal, state and local compliance.

Not-For-Profit Tax Planning and Preparation

As a firm, we are committed to meeting the tax planning and preparation needs of the not-for-profit industry. We currently perform work for over 150 not-for-profit organizations throughout the state of New York and our tax department processes over 150 Form 990 filings and over 100 CHAR-500 forms each year. Let us put our not-for-profit industry expertise to work for your organization to ensure that you meet your tax goals and objectives. 

Individual Tax Planning and Preparation

We work closely with individuals to meet their personal financial goals. This includes federal, state and local tax planning and preparation needs.

Corporate Tax Planning and Preparation

In addition to federal, state and local tax planning and preparation, we can help businesses with a wide-variety of tax related issues, including:

• R&D Credits
• Sales Tax Issues
• QEZE
• NYS Empire Zone Credits
• Multi-State Taxation
• Estate, Gift and Trust
• Business Start-up Planning
• Business Acquisition and Sale

Use our contact form below to request more information on any of these tax services.

National and International Reach: BDO USA, LLP

While we have a strong local presence in New York State, we are also able to leverage the resources of BDO USA, LLP and the BDO network to expand our tax planning and preparation services nationally and globally. Click here to learn more about the Alliance.

Learn More

If you would like to learn more about our tax planning and preparation services, please contact us at 518-785-0134 or by using the form below.