Accounting & Tax Services

for service-based small business owners

We offer monthly, subscription-based packages tailored to small businesses at all stages. Professional tax prep and planning included.

Industry

Experts

We’ve advised small businesses and represented taxpayers before the IRS for nearly a decade.

No Big-Firm

Red Tape

Expect accessibility, relatability, and an experienced sounding board for all of your questions or concerns.

Ongoing
Education

We teach you what the numbers mean and how to use them. So you can feel confident making data-backed decisions that truly move the needle.

Proactive – Not Reactive
Strategies

Implement a simple, reliable approach to building a business budget, tracking expenses, and minimizing taxes. So you can ditch the April-15 scramble and stop fearing your future.

always ready to adapt as your business needs

We understand the unique challenges that service-based small business owners face in managing their accounting and tax obligations. With our comprehensive accounting and tax services, we are here to help you navigate the financial landscape and drive the success of your business.

  • Always know where your money is—when it’s coming, where it’s going, and what impact it’ll have on your future.

  • Don’t spend a penny more than you owe on taxes. Take full advantage of all tax deductions, credits, and loopholes.

  • Increase profits, grow your business, and protect what you’ve built with proactive financial strategies you can easily act on.

Comprehensive Accounting Solutions

  • Accurate financial records and bookkeeping are the foundation of any successful business.
  • Our team of experienced accountants is dedicated to providing comprehensive accounting solutions tailored to your specific needs.
  • From managing invoices and payroll to reconciling accounts, we ensure that your financial records are organized and up-to-date, giving you the confidence to make informed decisions.

Expert Financial Guidance

Navigating the financial aspects of your business can be daunting.

That’s why our team of accountants is here to provide you with expert guidance and insights.

With their extensive knowledge and experience, they can help you develop sound financial strategies, identify growth opportunities, and improve profitability.

We are committed to being your trusted partner in achieving your business goals.

A group of professionals discussing over a blueprint with "5 Investment Tips for New Real Estate Investors" captioned

Expert Financial Guidance

  • Navigating the financial aspects of your business can be daunting.
  • That’s why our team of accountants is here to provide you with expert guidance and insights.
  • With their extensive knowledge and experience, they can help you develop sound financial strategies, identify growth opportunities, and improve profitability.
  • We are committed to being your trusted partner in achieving your business goals.

Tailored Tax Planning Strategies

  • Tax planning can be a complex and overwhelming task for small business owners.
  • Our experts specialize in developing tailored tax planning strategies to help you optimize your tax position.
  • By identifying eligible deductions and credits, we can minimize your tax liabilities and maximize your returns.
  • Our goal is to ensure that you are in compliance with tax regulations while taking advantage of every opportunity to save on taxes.

Streamlined Processes For Success

We believe that efficiency is the key to success.

Our streamlined processes and utilization of cutting-edge technology enable us to deliver accurate and timely financial information.

By automating repetitive tasks and leveraging digital solutions, we free up your time, allowing you to focus on what you do best – growing your business.

With us, you can experience a seamless and hassle-free financial management experience.

An accountant highlighting a list of deductions on a tax form

Streamlined Processes for Success

  • We believe that efficiency is the key to success.
  • Our streamlined processes and utilization of cutting-edge technology enable us to deliver accurate and timely financial information.
  • By automating repetitive tasks and leveraging digital solutions, we free up your time, allowing you to focus on what you do best – growing your business.
  • With us, you can experience a seamless and hassle-free financial management experience.

Partner With Thorough Financial Services

Trustworthy and experienced, we provide top-notch accounting and tax services to small business owners. Our personalized approach and commitment to excellence set us apart. Partner with us to build a solid financial foundation for your business. Schedule a consultation to discover how we can unlock your business’s full potential.

How Much Money Could You Have Saved on Last Year’s Taxes?

We offer a complimentary tax review for new clients. Send us last year’s tax return, and we show you how much money you could have saved.

Our Testimonials

“I don’t like doing taxes. It stresses me out. Joel makes it easy. He’s great at his job and he’s so organized. He understands how my organization works, and he’s very prompt in getting back to me.”

MORGAN MCEWEN Owner, MorDance

I am really glad that I chose to rely on Joel’s expertise. He worked very hard to find every deduction possible and reviewed my documents multiple times. Moreover, he even helped me resolve an issue that I had with a previous tax year. What I enjoyed the most about the process is that whenever I had a question Joel always explained the answer in detail which made me feel very comfortable.

DOROTHY WILLIAMS Homeward, NYC