About
We are a one-stop shop for small businesses with a smile. We provide payroll, bookkeeping, sales tax compliance, tax compliance, tax planning, and advisory cfo services. We love to work with individuals and small businesses and we love to see them thrive under out guidance.
We are personable always available to talk, chat, and help!
I enjoy the nooks and crannies of each industry we service. Best of all I enjoy various ways the tax code helps with taxes for each industry. I also enjoy dealing with business owners and building relationships with them. We are not the cookie cutter large cpa firm that treats their clients like a number. We go out of our way to make them feel like their CPA cares about their financial well being.
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Jane Y.
Frequently asked questions
What is your typical process for working with a new customer?
The process is first getting to know the client and the needs of the client either through a phone call or teleconference. Afterwards, I send them a quote and create a secure portal for them to upload their files. The process is seamless and quick.
What education and/or training do you have that relates to your work?
I have a Bachelors in Finance from Baruch College
I have a Masters in Tax from Queens College
I'm a CPA
Do you have a standard pricing system for your services? If so, please share the details here.
My standard fee starts at $300 for a Individual Tax Return.
How did you get started in this business?
I've been an Accountant for almost 15 years. I started with my father who showed me the ropes and I've started my own business since.
What types of customers have you worked with?
I work with individuals and small businesses. I deal with a lot of doctors, lawyers, dentists, pharmacists, and small business owners.
What advice would you give a customer looking to hire a pro in your area of expertise?
Know who you are hiring. Find out about the licensing and qualification of who you are hiring and see if you can actually vibe with the person. An EA is not the same as a CPA and no two CPAs are the same.
What questions should customers think through before talking to pros about their needs?
Customers should ask themselves what their real needs are. Most of the times people that come into my office are looking for financial advice due to their personal situation or business situation.