We'll Build the Perfect Service For Your Business
We'll identify ways to reduce taxes, show you how to scale your business and build the perfect scope of work and price for your business.
FAQs
Find answers to your most pressing questions about our services and how we can help.
Our pricing depends on the complexity of your needs. Business bookkeeping typically starts around $500/month, individual tax returns vary based on complexity, and estate planning packages are customized. We provide transparent pricing during your free consultation—no surprise fees.
We use TaxDome, the same modern platform used by large national firms. You can upload documents securely, track project status in real-time, message our team, and access all your files 24/7 from any device. It's like having your entire financial life organized in one place.
If you're a nonprofit earning over $750K in NY, you're required by law to have an audit. For businesses seeking loans, banks often require audits for larger amounts but may accept reviews for smaller loans. We'll assess your specific situation and recommend what's actually required—not what generates the biggest fee.
Yes—this is what makes us unique. Most lawyers who do estate planning can't provide tax strategy, and most CPAs can't create legal documents. We combine both through our dual expertise and our Snug platform for wills and trusts, ensuring your estate plan is both legally sound and tax-efficient.
We guarantee a response within one business day through our portal. During tax season, we prioritize urgent matters same-day. You'll never chase us for updates—our portal shows exactly where your project stands at all times.
We're a family-owned firm with two licensed CPAs (father and son), not seasonal tax preparers. We offer year-round proactive tax planning, not just April filing. Plus, we handle everything—bookkeeping, payroll, audits, estate planning—so you don't need multiple providers.
Many bookkeepers aren't CPAs and can't provide tax strategy or ensure your books are audit-ready. We don't just record transactions—we structure your chart of accounts correctly, identify tax-saving opportunities monthly, and ensure everything is compliant. Think of us as upgrading from data entry to strategic financial management.
Yes. We're one of the few CPA firms that can create Islamic wills and trusts that honor religious requirements while also optimizing for tax efficiency. We understand the unique inheritance rules and can guide you through the process with cultural sensitivity.
After your free consultation, we'll set up your TaxDome portal, you'll upload documents securely, and we'll create a customized service plan. For businesses, we typically spend 30-60 days cleaning up and organizing before moving to ongoing monthly service. You'll know exactly what to expect at every step.
Absolutely. "Catch-up" work is common—many clients come to us months or even years behind. We'll assess the situation, give you an honest timeline and quote, and get you current. Then we'll set up systems so you never fall behind again.
