Who We Are

As a boutique tax and business advisory practice with an emphasis on small businesses, our goal is to provide competent and helpful guidance so you can run your business and reach your financial goals. No matter what the details of your situation are, we can help! Please feel free to contact us for a free consultation so we can start the process of providing you with a personalized solution.

Our Areas of Expertise

Tax Planning & Preparation

• Rental Real Estate

  • Rental income from US and internationally located properties.

  • Short term rentals (ex: AirBnb).

• Small Corporations & Partnerships

  • $5 million or less in annual gross revenues.

  • 5 or fewer shareholders or partners.

  • Our preferred client provides a service - our opinion is that inventory & accounts receivables are terrible things for a business.

• Trust & Estate Income Tax Returns

  • We accept clients that meet the same criteria as our small corporate & partnership clients.

• Sales & Use Tax Return Preparations

IRS Certifying Acceptance Agent (CAA)

• We are an IRS approved Certifying Acceptance Agent, which allows us to help facilitate ITIN applications without the taxpayer needing to send their original documents to the IRS.

Entity Compliance

• BOI Reporting Under the Corporate Transparency Act

• NYS LLC Ownership Reporting

Entity Selection and Formation

• Corporate and LLC formation in all 50 states

• Annual corporate compliance filings

• NYS LLC publication