Our services

Accounting that works all year.

Most firms hand you a return and disappear until next spring. We keep your books clean, your payroll running, and your tax strategy optimized, so the number at the bottom of the return is never a surprise.

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1,000+Businesses & households
6Services, one team
$15,000Average savings with tax planning
19Years serving NYC businesses
The year-round difference

A tax bill is decided in June, not in April

Meaningful tax savings require you make decisions before the tax year is over. By the time you're filing, it's often too late. Your entity was chosen. Your salary was set. That vehicle was purchased or deferred. Retirement contributions were funded or missed.

We proactively keep your accounting running on autopilot. Your tax advisor and bookkeeper under one roof working from the same numbers. Books close monthly, so decisions are made on current figures. Taxes are filed on time and without penalties. And when something significant comes up mid-year, we're here to pick up the phone.

Clean books, always currentDecisions made on stale numbers are guesses. We close monthly so you know how the business actually did.
Strategy before the deadlineStructure, compensation, retirement, timing — analyzed while there's still time to act on the answer.
No April surprisesYou'll know roughly what you owe months before it's due, with the cash already set aside.
Six core services

Seamlessly delivered by our team

Strategic Tax AssessmentTax planning

A one-time comprehensive tax plan. We'll review your prior returns for overlooked opportunities, understand your current financial situation, then develop a prioritized set of strategies to optimize your taxes. The usual front door for new clients.

Explore → Proactive AdvisoryTax planning

Ongoing tax planning for business owners and high net worth individuals. We manage your quarterly estimates, optimize your tax position, and avoid all suprises

Explore → Business Taxes

S-corp, partnership, and corporate returns filed accurately and on time — plus S-corp elections, reasonable-compensation analysis, and multi-state filings.

Explore → Personal Taxes

Individual returns for owners, partners, and executives with real complexity — K-1s, equity compensation, rentals, and NYC residency questions.

Explore → Bookkeeping

Monthly closes, reconciled accounts, and financial statements you can actually read. Books that hold up for the IRS and are useful for running the business.

Explore → Payroll

Pay run on time, withheld correctly, and filed with every agency that wants a piece of it — including owner compensation set at a defensible number.

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Where to start

Which of these sounds like your year?

What's your biggest pain right now? We'll tell you how to fix it on the call.

“I want to owe less next year.”Tax planning “I need to get a K-1 out to my partner.”Business taxes “My personal return got complicated this year.”Personal taxes “I have no idea what my numbers are.”Bookkeeping “I need to pay this new employee.”Payroll

Let's talk before the year decides for you

A free consultation, no pitch deck. Tell us how the business is set up and where it hurts, and we'll tell you what we'd change first.

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