EST. 2016 • SMITHTOWN, NY

Tax, Accounting & Advisory Services — Nationwide

Expert tax preparation, planning, bookkeeping, and CFO services for individuals and businesses in all 50 states

Services for Individuals

Personal tax preparation and planning services designed to maximize your refund and minimize your liability.

Personal Income Tax Preparation

Accurate, thorough preparation of federal and state income tax returns for all filing situations — W-2 employees, self-employed, landlords, investors, and more. We identify every deduction and credit you’re entitled to.

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Tax Planning & Strategy

Proactive year-round planning to minimize your tax liability. We review your situation, identify opportunities, and recommend strategies before year-end so you keep more of what you earn.

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Real Estate Tax Services

Specialized guidance for real estate investors including rental income reporting, depreciation schedules, 1031 exchanges, and capital gains planning on property sales.

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IRS & State Tax Resolution

Representation and resolution services for IRS notices, audits, payment plans, offers in compromise, and penalty abatement requests. We advocate on your behalf.

Retirement Tax Planning

Tax-focused retirement planning including Roth conversion analysis, IRA and 401(k) contribution strategies, required minimum distribution (RMD) planning, and tax-efficient withdrawal sequencing to help you keep more of your retirement income.

Estate & Trust Tax Services

Preparation of estate tax returns (Form 706), trust income tax returns (Form 1041), gift tax returns (Form 709), and strategic guidance on tax-efficient wealth transfer. We coordinate closely with estate attorneys to ensure a seamless plan.

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Elder Care Tax Planning

Tax guidance for aging clients and their families, including deductibility of medical and long-term care expenses, dependent care planning, and strategies to efficiently transfer assets while minimizing tax exposure.

Financial Planning Coordination

We work alongside your financial advisor, attorney, and insurance professional to ensure the tax strategy is integrated with your overall financial plan — so all your advisors are aligned and working toward the same goals.

Business Tax & Advisory

Tax preparation, planning, and structure advice for sole proprietors, partnerships, S-corps, C-corps, and LLCs of all sizes.

Business Tax Returns

Preparation of all business entity tax returns including Forms 1120, 1120-S, 1065, and Schedule C. We ensure compliance while identifying every available deduction for your industry.

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Business Advisory & Entity Planning

Strategic guidance on entity selection, business structure optimization, and financial decision-making to support growth and protect your assets.

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Business Valuation

Business valuations for buy/sell agreements, partner buyouts, mergers and acquisitions, and strategic planning — documented, defensible, and built from your actual financials.

New Business Formation & Succession Planning

From entity selection and registration to long-term succession strategy, we help business owners launch, structure, and eventually transition their businesses in a tax-efficient way — protecting the value they’ve built.

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Additional Business Services: Cash Flow Management • Bank Financing Assistance • Financial Planning for Businesses • Non-Profit Organizations • Internal Controls • Litigation Support

IRS Resolution & Tax Problem Services

Facing a tax problem? We have experience resolving a wide range of IRS and state tax issues.

  • Audit Representation
  • IRS Payment Plans (Installment Agreements)
  • Offer in Compromise
  • Penalty Abatement
  • Tax Lien & Levy Release
  • IRS Wage Garnishment Release
  • IRS Seizures
  • Unfiled & Non-Filed Tax Returns
  • Back Taxes Owed
  • Payroll Tax Problems
  • Bankruptcy (Tax Implications)
  • Innocent Spouse Relief
  • Currently Not Collectible Status
  • IRS Notice Response
  • Get Your IRS File
  • State Tax Disputes

Additional Tax Services: Digital Asset & Cryptocurrency Tax Reporting • Estate & Trust Tax Returns • Tax Relief Consulting

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Bookkeeping & Payroll

Clean books, on-time payroll, and financial reports you can actually use — run on QuickBooks Online by a QuickBooks Platinum ProAdvisor firm.

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Monthly Bookkeeping & Financial Reporting

Monthly and quarterly bookkeeping, bank and credit-card reconciliations, financial statements, and management reports that give you a clear picture of your business — and books that are ready for tax season without a scramble.

Catch-Up & Cleanup Bookkeeping

Behind on the books, or inherited a mess? We rebuild your records, fix miscategorized transactions, reconcile every account, and hand you accurate books that a lender or the IRS can rely on.

Payroll Processing

Comprehensive payroll services including calculations, direct deposit, payroll tax filings (941, 940, and state), and year-end W-2 and 1099 processing.

Financial Statements & Lender Reporting

Management-use financial statements, monthly reporting packages, and lender-ready financial presentations built from clean books — for bank financing, investor updates, and internal governance.

Fractional CFO Services

Executive-level financial leadership for growing businesses nationwide — forecasting, cash management, financing strategy, and owner and lender reporting — without adding an executive to your payroll. Delivered by the whole firm: CFO oversight, tax strategy, and bookkeeping under one roof.

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Foundations — Know Your Numbers

Monthly management reports, a KPI dashboard, a 13-week cash forecast, and quarterly tax-integrated planning. Works with your existing books.

Growth — Plan and Steer

Annual budget and rolling forecast, scenario and margin modeling, lender-ready packages, and oversight of cash controls. We can take over the books.

Strategic — Boardroom-Level

Board and investor reporting, debt strategy, multi-entity consolidation, oversight of your in-house accounting staff, and deal or exit readiness.

Project Engagements

Financial models, loan packages, books clean-up ahead of financing or a sale, and cash-flow rescue — defined projects for businesses not yet ready for a monthly engagement.

US Market Entry Tax Services

Foreign companies expanding into the US face a dense layer of federal, state, and local tax obligations from day one. We guide international businesses through every stage — from entity selection and US incorporation to ongoing compliance, bookkeeping, and tax preparation.

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US Entity Formation & Structure

We analyze your business model and cross-border structure to recommend the optimal US entity — C-Corp, LLC, or branch office — and guide you through formation and registration requirements.

Federal & State Tax Compliance

Full preparation and filing of US federal and state income tax returns for foreign-owned entities, including timely elections and disclosures required for new entrants.

State Registration & Multi-State Nexus

Guidance on where your US business has tax obligations based on economic activity and physical presence. We handle state registration, annual filings, and ongoing compliance as your footprint grows.

US Bookkeeping & Financial Reporting

Complete US bookkeeping, monthly financial statements, and management reporting for your American operations — keeping your books clean, accurate, and audit-ready from day one.

Credentials & Memberships: NATP Member QuickBooks Certified ProAdvisor QuickBooks Platinum ProAdvisor QuickBooks Online Certification Level 2 Intuit Bookkeeping Certified

Ready to Get Started?

Contact us today to discuss your tax and accounting needs.

Schedule a Consultation