500+
Individuals & businesses served
11 yr
Average partner experience
96%
Clients who stay year over year
4.9★
Google rating · 180+ reviews
What we believe

Four things we do
differently.

None of these are radical. They’re just rare in an industry that still thinks a fax machine is a feature.

01

Fixed fees, in writing

You’ll never get a bill you didn’t expect. Every engagement has a flat fee agreed upfront — monthly plans from $199, projects quoted before work starts. The hourly meter is dead; we didn’t invite it here.

02

Year-round, not April-only

Tax savings happen in June, September, and December — when there’s still time to act. By April it’s just arithmetic. We work your file all year, so filing season is a formality.

03

A named team, not a queue

Every client has a dedicated bookkeeper, tax lead, and account manager. You know their names; they know your business. Questions get answered in 24 hours by someone who didn’t have to look you up.

04

New York, fluently

NYS, NYC, UBT, MCTMT, residency audits, the 183-day rule — the layers that make New York taxes uniquely painful are our daily work, not an annual surprise.

Who we work with

Individuals to eight figures.

Our clients range from W-2 earners with a side hustle to multi-entity businesses with dozens of employees. What they share: they want a real relationship with their CPA, not an annual transaction.

Freelancers & consultants Restaurants & hospitality Medical & dental practices Law firms Real estate investors Agencies & studios Construction & trades Tech startups Nonprofits High-income individuals
In their words

My old accountant returned calls in weeks. These guys answer in hours — and they answer questions I didn’t know to ask. It’s the difference between having a tax preparer and having a partner.

AK
Aaron Katz
Owner, residential contracting firm · Queens, NY

Come meet the team.

A free 30-minute call with a partner — not a sales rep. Worst case, you leave with three free ideas.

Book a free discovery call