Plan it all year. File it without the scramble.
Licensed CPAs who lower what you owe while the year is still open, then prepare and file your business and personal returns with every stage visible in your portal.
Most tax bills are decided in April. By then, it’s too late.
A CPA you see once a year can only report what happened. Every dollar you overpay is a dollar that didn’t go back into your business, your family or your future.
Strategy and filing, from the same desk.
Tax strategy
Entity optimization
The wrong structure can cost thousands. We check whether yours is working for you or against you.
S-Corp analysis
Whether you qualify, whether it pays, and setting it up right so you keep the savings year after year.
Estimated tax planning
Quarterly payments calculated and timed so you stay current without overpaying.
Income shifting and timing
Family employment, deferred income and retirement plans to legally lower your bracket.
Tax filing
Every entity type
LLC, S-Corp, C-Corp, partnership, Schedule C and personal returns.
Licensed CPA review
Every return reviewed by a licensed CPA before it’s filed.
Upload and e-sign remotely
Send documents, review your return and sign from anywhere.
Faster for bookkeeping clients
Your books are already clean and organized, so filing is quick.
A written plan to lower what you owe, built on your real numbers.
For business owners and high-income individuals whose tax bill is large enough that planning pays for itself many times over.
Tax Savings Assessment · $2,500
We review your recent returns, entity setup, owner pay and books, estimate your savings range, and quote the full plan. The fee is credited toward the plan if you go ahead.
Advanced Tax Strategy Plan · fixed fee
A written multi-year plan, each strategy modeled, and the core strategies set up by our team. The fee is quoted up front and doesn’t change.
Ongoing Tax Strategy · annual
Quarterly projections, year-end moves and a yearly plan refresh, so the savings keep coming.
Savings are estimates and depend on your circumstances. As a licensed CPA firm, we guarantee our work, not tax outcomes.
No more wondering where your return stands.
Your portal shows every stage as it happens. You see confirmation the moment it’s filed.
In tax offset for a physician client.
We modeled what he would need to acquire to change his tax position, and he acted on the plan. He bought a $6.5M retail property, and a cost segregation study offset over $2M of tax he would otherwise have owed, producing a refund of taxes already paid.
The property now earns roughly $600K a year in triple-net rent.
Client kept anonymous. Results depend on individual circumstances; we guarantee our work, not financial outcomes.
Every month you wait, options come off the table.
Decisions that change a tax year have to be made inside that year. By mid-December the menu is nearly empty.
Simple, and visible start to finish.
Schedule your consultation
We review your situation, the returns you need and where planning can lower your bill, with transparent pricing.
Upload through the portal
Secure access to send documents. Preparation starts once everything’s in, and you track progress in real time.
Review, e-sign, file
Your return arrives in the portal for review. E-sign when ready and we file right away. Then we plan next year.
Tax is one side of every profit decision.
For businesses doing $2M to $50M, our Fractional CFO service puts pricing, margin, capacity and tax on the same table every quarter, with a written plan. Prior-year return review, entity review and a first-year tax projection are included.
Tax questions.
Preparation reports what already happened. Planning changes what happens, through entity choice, payment timing, retirement contributions and income timing, while the year is still open. We do both, so the plan and the return agree.
Business returns for LLCs, S-Corps, C-Corps, partnerships and Schedule C, plus personal returns. Every return is reviewed by a licensed CPA before filing.
It depends on your profit, salary and state. An S-Corp election can cut self-employment taxes significantly for the right business. We run the numbers, tell you whether it makes sense, and set it up correctly if it does.
No. Upload documents, review your return and e-sign through the portal. Come in to our Queens or New Hyde Park office only if you want to.
Not until December 31, but options shrink every month. Entity elections, retirement plans, equipment timing and cost segregation have to happen inside the tax year. The earlier we start, the more there is to work with.
Tax filing is priced up front on the Pricing page. Advanced tax planning starts with a Tax Savings Assessment for $2,500, credited toward your plan if you go ahead. You get a fixed quote for the full plan before any work begins.
Keep more of what you earn.
Tell us about your tax situation. We’ll reply within one business day with a time to talk.
Thanks. We’ll be in touch.
Expect a reply within one business day.
