Our Mission is Pioneering Financial Success for Parent Entrepreneurs
Empowering Parent Entrepreneurs with Precision Accounting & Innovative Tax Strategies
Our Mission is Pioneering Financial Success for Parent Entrepreneurs
Our Mission is Pioneering Financial Success for Parent Entrepreneurs
Empowering Parent Entrepreneurs with Precision Accounting & Innovative Tax Strategies
Personal Finance & Tax Services
- Strategic planning for your personal finances & active support you need to make your goals a reality.
- Ongoing review of your tax situation so you’ll know you’re paying the least taxes required & can invest your income in other ways.
- Review of your tax withholding to make sure you’re aligned with your other goals and protecting against any bad surprises.
- Preparation of your local, state & federal tax returns with IRS, State & Local tax correspondence monitoring.
Business Finance & Tax Services
- Create frictionless symmetry between what you want from your business & personal finances.
- We’ll create a tangible benchmark to ensure your personal goals keep up with your business goals.
- Strategic ongoing review of your business financial data so you can understand how your business is financially healthy.
- Constant monitoring of your key data to ensure effective tax planning and completion & filing of your local, state & federal tax returns.
Business Start-up services
- We’ll help you create a documented Business Success Plan for your business to identify unique elements of success.
- We’ll help you choose and implement all the accounting systems you’ll need to understand how your business is running and know when to make adjustments.
- We’ll help you decide which entity structure will provide you with the most protection and maximize profits.
- Entity Compliance monitoring to provide peace of mind knowing your business entity is compliant with local and state agencies and is not incurring unnecessary fees.
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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
CEO, MorDance Inc
“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
“Joel & Team provide accurate, knowledgeable, speedy service. What a relief it is to have them around keeping me up to speed reactively and proactively with so many taxation matters that either I would not remember or would take me an eternity to figure out. Highly recommended.”
Ricardo Brunstein
Your Next Step: Request a Free Discovery Meeting
Unlock Your True Potential With Thorough Financial Services
- Ready for change? Request a Free Discovery Meeting and let’s get started on writing your success story.
- We’ll go over your specific needs, both as a business owner and a parent, to find the perfect balance for you.
