Accounting services in New York, end to end.
Tax preparation, bookkeeping, payroll, CFO advisory, and IRS representation — one CPA firm, one fixed monthly fee, zero April surprises. Serving individuals and small businesses across NYC and all 50 states.
Bookkeeping & Accounting
Monthly bookkeeping services: bank reconciliation, categorized transactions, P&L, balance sheet, and cash flow — closed by the 10th, every month.
→ 02Tax Preparation & Planning
Personal and business tax returns for federal, New York State, and NYC — plus year-round tax planning, quarterly estimates, and IRS representation.
→ 03CFO Advisory & Financial Planning
Cash flow forecasting, budgeting, KPI dashboards, and quarterly strategy sessions with a partner. CFO-level insight without the CFO salary.
→ 04Business Transactions
Entity formation, S-corp elections, buying or selling a business, due diligence, and audit-ready financial statements for lenders and investors.
→The work that usually
needs three different firms.
Most New Yorkers end up with a bookkeeper, a tax preparer, and a payroll company who never talk to each other. We do all of it — so nothing falls between the chairs.
Payroll services
W-2 payroll, 1099 contractors, NYS-45 filings, workers’ comp, and NYC-specific compliance most national providers miss.
Sales tax compliance
NYS sales tax registration and quarterly ST-100 filings, plus multi-state nexus monitoring if you sell beyond New York.
IRS & NYS audit representation
Notices answered, audits managed, penalty abatements and payment plans negotiated by a CPA — not a call center.
Catch-up bookkeeping
Months or years behind? We reconstruct, reconcile, and file what’s overdue — then keep you current forever.
Personal tax & planning
1040s for W-2 earners, freelancers, landlords, and investors — with planning that starts in June, not April.
Estate & trust filings
Form 1041 fiduciary returns, estate income tax, and coordination with your attorney on trust accounting.
Four steps. Fourteen days.
Every engagement starts the same way: a free call, a fixed-price proposal, a fast setup, and a first clean close inside two weeks.
Free discovery call
30 minutes with a partner. We diagnose, you decide.
Fixed-price proposal
Flat monthly fee in writing within 48 hours. From $199/mo.
Setup & cleanup
Accounts connected, books rebuilt, backlog reconciled.
First clean close
Full financial package by day 14 — then every month after.
Not sure which service you need?
That’s literally what the free call is for. Tell us what’s stressing you out; we’ll tell you what we’d fix first — and what it would cost.
Book a free discovery call