Your New York
CPA.
Tax preparation, bookkeeping services, payroll, and CFO advisory — from a CPA firm in New York City that actually answers the phone. Trusted by individuals, freelancers, and small businesses across Manhattan, Brooklyn, Queens, and all 50 states.
The eight money problems
every New Yorker eventually hits.
Whether you’re a freelancer in Brooklyn, a restaurant in Midtown, or a growing company in SoHo — the problems rhyme. We’ve built a practice around fixing all eight, at one fixed monthly fee.
Tax preparation & filing
Personal and business tax returns — federal, New York State, and NYC — prepared by a CPA, not software with a logo.
Surprise April tax bills
Quarterly estimates calculated from your actual numbers, not last year’s guess. You always know what you owe.
IRS & NYS notices
Audit representation and notice resolution. We respond, negotiate, and close it out — you stop losing sleep.
Books that are months behind
Catch-up bookkeeping that untangles years of neglect, then a monthly close that keeps you current forever.
Payroll & contractors
W-2 payroll, 1099 contractors, NYS unemployment, workers’ comp filings. Run correctly, on time, every cycle.
Sales tax compliance
NYS sales tax registration, quarterly filings, and multi-state nexus monitoring if you sell beyond New York.
Wrong entity structure
LLC vs. S-corp vs. C-corp analysis with actual math. Entity formation, elections, and S-corp reasonable comp.
Flying blind on cash
Cash flow forecasting, budgets, and a monthly financial review so decisions stop being guesses.
Four practices,
one promise: no surprises.
Most accounting firms see you once a year, in April, in a panic. We work with you year-round — so tax season is a formality, not an emergency.
Monthly bookkeeping & accounting
Bank reconciliation, categorized transactions, and a clean P&L and balance sheet by the 10th of every month. QuickBooks or Xero — we run it for you.
Tax preparation & planning
Individual and business returns for federal, New York State, and NYC. Plus year-round tax planning that finds deductions before December 31 — when they still count.
CFO advisory & financial planning
Cash flow forecasts, budgets, KPI dashboards, and quarterly strategy sessions with a partner. CFO-level thinking without the CFO salary.
Books in chaos? We do rescues.
Years of unfiled returns, unreconciled accounts, missing 1099s — we untangle it, file what’s overdue, and hand you back clean financials.
Payroll & compliance
Full-service payroll for NYC employers: W-2s, 1099s, NYS-45 filings, workers’ comp, and the city-specific rules most national payroll companies miss.
IRS & state audit representation
A CPA who speaks fluent IRS. Notices answered, audits managed, payment plans and offers-in-compromise negotiated on your behalf.
Every month, you receive
specific deliverables.
No vague “monthly accounting.” Below is exactly what hits your inbox, when it arrives, and what each report tells you. Same package whether you bill $10k a month or $1M.
Profit & loss statement
Revenue and expenses, categorized and reconciled to every bank and card account. Month-over-month and year-over-year comparison so you see the trend, not just the number.
Balance sheet & reconciliations
Assets, liabilities, and equity tied to the cent against bank, credit card, and loan balances. Audit-ready, lender-ready, always current.
- Every account reconciled monthly
- Quarter-over-quarter change analysis
- Ready for bank loans & due diligence
Cash flow statement & forecast
Where cash came from, where it went, and a rolling 13-week projection so you see the dip before it happens — not after the rent check bounces.
- Week-by-week balance projection
- Cash crunch alerts 4 weeks ahead
- Scenario modeling on request
5-minute video walkthrough
Your account manager records a short video walking through your month — the two numbers that moved most, why, and what to do about it.
- Sent by 9am the next business day
- Captioned for silent watching
- Archived in your client portal
Quarterly tax estimates
Federal, New York State, and NYC estimated payments calculated from your actual year-to-date numbers. Vouchers prepared, reminders sent.
- Form 1040-ES / IT-2105 vouchers
- S-corp owner comp benchmarking
- No April surprises — ever
Quarterly strategy review
A 60-minute call with your account manager and tax lead. Review the quarter, plan the next 90 days, surface anything tax-sensitive coming up.
- Quarter-over-quarter financial review
- Tax positioning & planning ahead
- Growth scenario modeling on request
Federal, state & city tax returns
Your annual returns — 1120-S, 1065, or 1040 with Schedule C, plus New York State and NYC filings. K-1s for partners. E-filed with confirmation.
- Federal entity + personal returns
- NYS & NYC returns (incl. UBT where it applies)
- Included in your monthly fee — no separate bill
Year-round access to your CPA
Slack or email your team any time — “can I deduct this?”, “should I lease or buy?”, “the IRS sent me a letter.” Answered within one business day.
- Unlimited ad-hoc questions
- IRS & NYS notice review included
- No hourly meter running
- All deliverables above
- Slack & email access · 24-hour response
- Annual federal, NYS & NYC returns
- Software licenses (QuickBooks / Xero) at our partner discount
- Quarterly estimated tax calculations
- Catch-up bookkeeping (prior periods)
- IRS or state audit representation
- Entity formation & restructuring
- Due-diligence support for sales or acquisitions
- Forensic work or special projects
Looking for a CPA in New York
who actually calls you back?
A free 30-minute call. No pitch, no upsell. Bring last year’s return (or don’t) and we’ll tell you the three things we’d fix first.
Book your discovery call