Services
Accounting, tax, and bookkeeping services for clearer decisions.
Practical, year-round support for individuals, families, small businesses, and not-for-profits across Long Island and New York.
Year-round CPA support
Tax season is easier when the books make sense all year.
01
Choose the service path below, then we will scope the right next step together.
- 01
Tax planning
Business and individual returns supported by proactive planning.
- 02
Clean books
Monthly reconciliations, organized ledgers, and useful reporting.
- 03
Payroll support
Reliable payroll runs, filings, and year-end forms.
- 04
Clear advice
Straight answers before decisions become expensive surprises.
Service menu
Everything starts with clean records and a clear plan.
You do not need to know exactly what to ask for before reaching out. Most new engagements begin with a short conversation about where things stand today, what needs to be filed or cleaned up, and what kind of support would make the next month or year easier.
- 01
Business Tax Preparation & Planning
Federal, state, and local tax support for small businesses that need more than a once-a-year filing relationship.
What is included
- Entity tax returns for LLCs, S-corps, partnerships, and sole proprietors
- Quarterly estimate planning and year-end projections
- Deduction review, bookkeeping tie-outs, and filing coordination
- Planning for owner compensation, distributions, and major business changes
Best for
- Small business owners who want fewer surprises in April
- Businesses with messy or incomplete books before filing
- Owners deciding between entity structures or compensation approaches
- Companies that want a CPA available throughout the year
What is included
- Federal and New York state individual tax returns
- Tax planning for homes, marriage, children, retirement, and investments
- Review of withholding, estimates, and prior-year carryovers
- Clear explanation of what changed and what to plan for next
Best for
- Individuals who want a direct CPA relationship
- Families with more complex income, deductions, or credits
- People preparing for major financial or life events
- Clients who want careful review instead of rushed filing
- 02
Individual Tax Preparation & Planning
Personal tax preparation for individuals and families, with planning around the life changes that affect your return.
- 03
Bookkeeping & QuickBooks
Monthly bookkeeping and QuickBooks support that turns transactions into records you can actually trust.
What is included
- Bank and credit-card reconciliations
- Chart of accounts setup and cleanup
- Monthly close, transaction coding, and review
- QuickBooks setup, support, and workflow improvements
Best for
- Owners who are behind or unsure whether the books are right
- Businesses preparing for tax filing, financing, or growth
- Teams that need recurring monthly support
- QuickBooks users who want cleaner setup and less guesswork
What is included
- Payroll processing coordination and recurring payroll support
- Payroll tax filings and payment reminders
- W-2, 1099, and year-end payroll form support
- Guidance on payroll records, classifications, and owner pay
Best for
- Small businesses hiring employees or contractors
- Owners who want payroll tied cleanly into bookkeeping
- Teams that need recurring compliance support
- Businesses preparing for year-end payroll reporting
- 04
Payroll Services
Payroll support for small teams that need accurate runs, timely filings, and fewer compliance headaches.
- 05
Accounting & Financial Statements
Practical financial reporting that helps owners, lenders, and stakeholders understand what the numbers are saying.
What is included
- Profit and loss, balance sheet, and monthly reporting packages
- Account reconciliations and month-end close support
- Financial statement compilations and lender-ready reporting
- Plain-English review of trends, margins, and cash flow
Best for
- Businesses seeking financing or lender documentation
- Owners who want better visibility into performance
- Not-for-profits and small organizations with reporting needs
- Companies that need a steadier monthly accounting rhythm
How it works
A simple process, built around the work you actually need.
Some clients need a one-time return. Others need monthly bookkeeping, payroll, and planning. The first step is getting clear on scope, deadlines, and the right level of involvement.
- Step 01
Discovery call
We discuss your business, records, deadlines, and what is creating stress or uncertainty.
- Step 02
Scope & timing
You receive a clear engagement scope, fee structure, document list, and target timeline.
- Step 03
Secure workflow
Documents move through a secure portal and records are organized before work begins.
- Step 04
Ongoing clarity
Returns, books, payroll, and reports are handled with communication throughout the year.
Existing client? Send documents securely.
Use the encrypted SecureFilePro portal to upload tax documents, statements, payroll records, and bookkeeping files.
Request a consultation
Tell me a little about what you need. I will respond within one business day.
Affiliations & Credentials
Member - AICPA
Member - NYSSCPA
Certified - Intuit QuickBooks ProAdvisor