Tax Services
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(929) 919-3574
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Your Trusted Tax Advisors in New York
Tax laws are constantly evolving, and handling them without professional support can be risky and costly. At MRE Consulting & Insurance, based in NY, we offer comprehensive Tax & Advisory Services designed to protect your assets, reduce your liabilities, and fuel your financial growth.
Led by Matthew R. Epstein, a seasoned finance and accounting professional with over 13 years of experience (including roles at Goldman Sachs and PwC), we blend strategic foresight with practical expertise. Whether you’re a business owner, entrepreneur, or individual, we tailor every solution to fit your unique goals.
Operating in New York since 2012, MRE Consulting & Insurance offers small-firm attention with large-firm expertise. With experience spanning startups, entertainment, and Fortune 500 environments, we bring holistic insights into your tax and advisory strategy.
What Our Tax & Advisory Services Include
- Tax Planning & Preparation
Stay compliant while keeping more of what you earn.
- Maximize tax deductions and credits to lower liabilities
- Prepare and file business and individual tax returns
- Ensure compliance with federal and New York state tax laws
- Adapt to ongoing tax code updates to avoid penalties
- Audit & Compliance Support
Facing a tax audit? We help you navigate with confidence.
- Full-service IRS and state audit preparation
- Internal record audits and financial reviews
- Representation and support throughout the audit process
- Compliance strategies to reduce future audit risks
- Budgeting, Forecasting & Financial Advisory
Financial clarity that empowers smarter decisions.
- Cash flow projections and expense planning
- Strategic financial goal-setting and growth planning
- Risk mitigation strategies and tax-efficient structuring
- Quarterly or annual advisory to track progress and adjust course
Why Choose MRE Consulting & Insurance?
Lower Your Tax Bill
We find every legal avenue to minimize what you owe through deep knowledge of tax law, credits, and deductions.
Be Audit-Ready
With clean, professionally reviewed records, you can approach any audit or compliance check with confidence.
Gain Strategic Financial Control
Through our advisory services, you’ll make better business and personal financial decisions, backed by data, not guesswork.
FAQ's
This structure can reduce self-employment taxes by allowing you to classify a portion of income as distributions instead of salary. It also provides liability protection and tax efficiency for small business owners.
A deduction reduces your taxable income, whereas a credit directly reduces your tax liability. Credits typically provide greater tax savings.
We thoroughly review your financial records, prepare necessary documentation, and provide representation or support throughout the audit process.