How can we help?

Yes — your initial consultation is complimentary and no-pressure. We'll learn about your situation and goals, answer your questions, and outline how we can help. If it's a fit, we'll walk you through next steps; if not, you'll still leave with clarity.

Your two most recent tax returns, any current financial statements or bookkeeping files, business registration documents (if applicable), and a list of your questions. If you're switching from another accountant, the prior-year returns are the most important thing.

Either works. You're always welcome at our Rego Park office, but most of our work happens securely online — we serve clients across the country and around the world, so you never have to be local to work with us.

Absolutely — it happens all the time. We coordinate the handoff, review your prior records, and make the transition seamless so nothing slips through the cracks during the switch.

Confidentiality is fundamental to our work. We use secure systems for exchanging and storing documents, limit access to your information, and never share your data. Discretion is something our clients — including high-profile ones — count on.

The full spectrum: proactive tax planning and preparation, IRS and state representation, bookkeeping and financial reporting, payroll support, entity structuring, and business advisory — for individuals, businesses, trusts, and nonprofits.

Yes, and we recommend it. When one team sees both, we can coordinate strategy across your business and personal picture — which is exactly where the biggest, most durable savings tend to live.

Both. Beyond annual filings, we offer monthly bookkeeping, financial reporting, payroll coordination, and year-round advisory — so your numbers stay accurate and current, not just organized once a year.

All handle accounting and taxes, but an Enrolled Agent (EA) is federally licensed by the IRS with unlimited rights to represent taxpayers in all 50 states. Our co-founder Steve is an IRS Enrolled Agent, so we can represent you directly before the IRS.

Year-round. The biggest savings come from decisions made before year-end, not in April — so we stay available for questions, planning, and check-ins throughout the year.

Yes. As IRS Enrolled Agents, we can represent you in audits, respond to notices, and handle liens, appeals, and collection matters — before the IRS and state authorities in all 50 states.

Yes. We regularly help clients get caught up on unfiled returns, resolve balances, and deal with notices. The sooner we start, the more options you usually have — so don't wait for it to get worse.

Through proactive planning — the right entity structure, timing of income and deductions, retirement and credit strategies, and decisions made throughout the year. We'll review your situation and show you specific opportunities rather than generic tips.

Turnaround depends on complexity and how quickly we receive your documents, but most returns are completed within a couple of weeks once we have everything. And yes — we file extensions whenever more time makes sense.

It depends on your income, goals, and how you pay yourself. The choice affects your taxes, liability, and paperwork significantly, so we model the options for your specific situation rather than applying a one-size rule.

Yes. We help with entity selection and setup, EIN registration, and getting your accounting and tax foundation right from day one — so you start clean instead of cleaning up later.

The IRS requires "reasonable compensation" — a salary in line with what the work would pay someone else — with the balance taken as distributions. There's no single formula, so we help you set a defensible number and revisit it as your business changes.

Yes. Beyond federal and state returns, we handle NYC-specific obligations like the Unincorporated Business Tax (UBT) and sales tax. Many smaller businesses and professional practices qualify for UBT exemptions or credits, and we make sure you claim everything you're entitled to.

Yes. We prepare clean, professional financial statements and reporting that lenders, investors, and partners expect — and we make sure the numbers tell a clear, accurate story.

Yes — it's a specialty. We handle international and cross-border matters including foreign income, FBAR and FATCA reporting, treaty positions, and the U.S. obligations of foreign nationals and corporations.

Yes. A large part of our practice is serving high-net-worth individuals, professionals, and their families — with the discretion, planning, and coordination that complex finances require.

Yes. We work with U.S. expats and foreign nationals regularly, handling the filings and compliance that come with living, earning, or investing across borders.

It depends on the scope and complexity of your needs, so we don't use rigid packages. After your free consultation, you'll get clear, tailored pricing up front — no surprises.

Yes. As a boutique firm, we build long-term relationships — you'll work with people who know your name and your history, not a rotating cast that restarts every year.

Yes. We're based in Rego Park, Queens, but we represent clients before the IRS and state authorities in all 50 states, and serve clients internationally.

Just book a consultation or give us a call. We'll talk through your situation, answer your questions, and map out the right way to work together.