PW Advisors

PW Advisors

5.0Exceptional(12 reviews)
Offers online services
Offers online services


PW Advisors is a New York based firm that services clients nationwide. Though physically based in New York, our clients span the entire country. We guarantee a seamless remote experience that will have you calling us your “local expert”.

PW Advisors has significant experience with taxation of Individuals, Sole Proprietorships, LLCs, Partnerships, S Corporations and C Corporations. At PW Advisors we stress the importance of understanding your taxes and implementing strategies to your day to day lives to create tax free living.

If you are open to a stress free, remote based tax preparation and tax planning service, PW Advisors are happy to help.

Plan Wealth, Preserve Wealth.

Services include but are not limited to:

- Individual Tax Preparation

- Business Tax Preparation

- Employee Retention Credits

- Amended Tax Filings

- Back Taxes

- Notice Responses

- Tax Estimates

- Tax Planning

- Sales Tax Filings

- Payroll Tax Filings

- Bookkeeping Services

- Incorporation and entity selection


1 employee
2 years in business
Serves Jamaica , NY
Offers online services

Payment methods

Credit Card, Cash, Check, Venmo, Paypal, Stripe, Zelle

Social media



Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Other industries

Annual income

$100K - $500K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $5M - $10M in revenue, Greater than $10M

Accounting software

QuickBooks, Xero, Customer currently don't use any accounting software

Accounting needs

Balancing books / bookkeeping, Preparing tax returns, Managing AR and AP, Preparing financial statements

Accounting for

Individual or sole proprietorship, Partnership, C-Corp / Corporation, S-Corp


0 reviews


jonathan R.

PW Advisors is a truly professional organization. Their advice for our business has been excellent and in turn has saved us and will continue to save us a lot of money due to their tax minimization strategies. PW Advisors provide multiple value-add services, and we consider them to be an integral part of our company. Thank you PW Advisors, we would not be where we are without you.
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August 15, 2023


edan S.

Finding an accountant in general is so tough after using many different accountants of which I wasnt happy with at all. until I was referred to this firm very professional communicated & responsive everytime I had a question I would get a quick reply with an answer very happy to use them & continue to use them. Thanks for all the great work
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August 15, 2023


morris C.

Joe was unbelievable from start to finish. He didnt just do my taxes. He educated me on taxes and gave me number of ways I could save in years to come. If I was able to leave more stars, I would!
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August 15, 2023


ari S.

Highly recommend PW Advisors, high Quality organization. They handle my family business taxes as well as personal taxes. I cant imagine going anywhere else. They are kind, curteous and have handled things with much knowledge and expertise. Joey and his team are the ultimate professionals and I trust them fully.
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August 15, 2023


tori K.

ol’ Ben Franklin said best, “in this world nothing is certain except death and taxes”
When faced with a daunting tax situation, I turned to Joey for help. And let me tell you, he was the epitome of cool, calm, and collected. Over the past few months, he patiently guided me through various options and plans, offering encouragement and sound advice every step of the way. Honestly, Joey is the man when it comes to taxes. If you ever find yourself in need of tax assistance, hes your guy! Trust me, you wont be disappointed.
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August 15, 2023


bita D.

Such a great firm to work with. I worked with Joey who is responsive and follows up quickly. He helped me find the information he needed from me to help me maximize my return. I dont like dealing with tax stuff, but Joey made it easy and quick! So glad I found this group. I fully intended to continue working with them in the future!
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August 15, 2023

Services offered

Business Tax Preparation
Individual Tax Preparation