The problems that bring
people to our door.
Nobody googles “CPA near me” when things are going well. Here are the eight situations we get called about most — what they sound like, and exactly how we fix them.
The surprise tax bill
“My accountant just told me I owe $40k. In April. With two weeks’ notice.”
The fix: Quarterly tax projections from your actual year-to-date numbers. You know your liability in June, September, and January — when there’s still time to plan, save, or change the outcome.
Years of unfiled returns
“I haven’t filed since 2022. The letters are in a drawer. I can’t open them.”
The fix: We pull your IRS and NYS transcripts, reconstruct income from records, file every back return, and pursue penalty abatement. It’s almost always less bad than you fear — and it’s done in weeks, not months.
Books that don’t match reality
“QuickBooks says I made $200k. My bank account says otherwise.”
The fix: A full cleanup: every account reconciled, miscategorized history fixed, and a chart of accounts that maps to how you actually operate. Then a monthly close so it never drifts again.
The IRS or NYS letter
“I got a CP2000 notice. I don’t know what it means, but the number has a comma in it.”
The fix: Send it to us, unopened if you like. We have full representation rights — we respond, negotiate, set up payment plans or abatements, and you never sit across from an auditor alone.
Paying too much in taxes
“I make good money but my tax bill feels insane. My preparer just shrugs.”
The fix: A planning review: entity structure, S-corp election math, retirement plans, timing strategies, and NY-specific credits. Most new clients find five figures the first year — legally and boringly.
Payroll that’s a mess
“I think we missed an NYS-45. And someone might be misclassified as a 1099.”
The fix: A compliance review of classifications and filings, back filings corrected, then full-service payroll that runs on rails — W-2s, 1099s, workers’ comp, the works.
An accountant who’s gone quiet
“I emailed my CPA three weeks ago. Nothing. It’s not even tax season.”
The fix: A named three-person team and a 24-hour response standard, in the engagement letter. Switching is painless — we handle the records transfer with one authorization form.
Flying blind on cash
“Revenue is fine, but every month I’m somehow nervous about payroll.”
The fix: A 13-week cash flow forecast updated monthly, plus a budget and KPI dashboard. You see the dip four weeks out and fix it on your terms — not the bank’s.
Recognize yourself above?
Then the free call will be worth your 30 minutes. No judgment, no lecture — just a plan and a fixed price.
Book a free discovery call