Our Services
Services Built Around Your Financial Goals
From individual tax returns to full-scale business accounting, we bring precision and expertise to every engagement.
Accurate. Compliant. Maximized.
Tax Preparation
We prepare individual, joint, business, and multi-state tax returns with meticulous attention to detail. Our team stays current on every IRS regulation and New York State tax law change so you never leave money on the table.
What's included
- Individual & joint federal and state returns
- Small business and LLC tax filings
- Multi-state and non-resident returns
- Prior year amended returns
- Tax planning and projection strategies
Clear records. Confident decisions.
Accounting & Bookkeeping
Organized, up-to-date financial records are the foundation of every successful business. We handle your books so you can focus on growth, with monthly reporting that gives you a real-time view of your financial health.
What's included
- Monthly and quarterly bookkeeping
- Financial statement preparation
- Bank and credit card reconciliation
- Accounts payable and receivable management
- Year-end close and audit preparation
Strategy backed by numbers.
Business Consulting
Whether you're launching a new venture, restructuring, or planning for succession, our consultants bring decades of New York business experience to help you make informed decisions at every stage.
What's included
- Business entity formation and structuring
- Cash flow analysis and forecasting
- Budgeting and financial planning
- Business acquisition due diligence
- Succession and exit planning
On time. Every time.
Payroll Services
Managing payroll in New York means navigating complex federal, state, and city requirements. We handle the entire process — from processing to compliance — so your team gets paid accurately and on schedule.
What's included
- Weekly, bi-weekly, and semi-monthly payroll processing
- Federal, state, and NYC payroll tax filings
- W-2 and 1099 preparation and filing
- New hire reporting and compliance
- Workers' compensation audit support
We stand between you and the IRS.
IRS Representation
Receiving an IRS notice or audit letter is stressful. Our enrolled agents and CPAs represent you directly before the IRS and New York State tax authorities, handling all correspondence and negotiations on your behalf.
What's included
- IRS audit representation and support
- Response to IRS notices and letters
- Offer in compromise negotiations
- Installment agreement setup
- Penalty abatement requests
Not sure which service you need?
Schedule a free consultation and we'll assess your situation and recommend the right approach.