We make tax preparation simple. After an initial consultation, we collect your documents securely, prepare your individual or business tax returns, and ensure you're claiming every eligible deduction and credit to minimize your tax liability.

Step 1: Discovery Consultation Understand your goals, review your business needs, and outline a personalized service plan.

Step 2: Secure Onboarding Connect your accounts and upload documents through our encrypted client portal.

Step 3: Monthly Bookkeeping + Quarterly Tax Check-Ins Stay organized with up-to-date reports and proactive tax strategies.

Step 4: Year-End Filing and Tax Planning We prepare your tax returns and help you plan for future savings — not just during tax season, but year-round.

Our bookkeeping services start at $250 per month, depending on the size and complexity of your business. We offer flat-rate, transparent pricing to give you clarity and control over your budget.

Monthly bookkeeping is strongly recommended for small businesses and self-employed professionals.

It keeps your financial records accurate, helps catch issues early, and makes tax season smoother and less stressful.

Absolutely!

We specialize in catch-up bookkeeping services to help you organize months (or even years) of backlogged financial records quickly and accurately — with no judgment.

Yes. As part of our bookkeeping, tax preparation and advisory services, we actively look for opportunities to lower your taxable income using legal deductions, credits, and proactive tax planning strategies.

Bookkeeping and filing taxes is just the beginning.

A smart tax strategy helps you maximize deductions, minimize liabilities, and build wealth — especially when paired with tools like SEP IRAs, Profit Sharing Plans, and Section 125 Plans tailored to your goals.

Yes!

We offer introductory pricing packages for startups and new businesses to make professional bookkeeping and tax preparation affordable during your critical first years.

Just ask about our introductory bookkeeping and tax services for newly established businesses (less than 2 years).

Our back office support covers financial recordkeeping, accounts payable and receivable tracking, payroll documentation, compliance reminders, and client/vendor file management — all designed to help you stay organized and focused on growing your business.

Yes!

We offer complete QuickBooks Online setup services, including custom chart of accounts, bank feeds, and initial training to get you confident in managing your day-to-day finances.

Your security is our top priority. We protect your sensitive information using encrypted systems, secure client portals, and advanced financial software — all fully compliant with IRS Federal Tax Information (FTI) security standards.

Getting started is easy. Schedule a Free Consultation through our website or call/text us at (646) 518-8772. We'll discuss your needs and create a plan tailored to your goals.