Don’t fear taxes.
Get empowered.

Taxes are hard. Many people don't even make it all the way through Accounting 101 in school. Relax. I'm trained in tax law and I'm here to provide the tools and knowledge you need to tackle your finances head on. Individuals and businesses of all shapes and sizes welcome. 

Service for the whole family.

We create customized, multi-generational tax plans starting with your first job, home, and family to your loved one's social security planning and back to wealth transfers and education plans for the 'apples of your eyes'. 

NYC Startup and Freelancer Tax CPA

NYC Startup and Freelancer Tax CPA

Need help with your taxes? Download a FREE Tax Questionnaire here and Tax Organizer over here!!

 
100% Free Custom Tax Tool designed for freelancers to tackle their taxes! ™

100% Free Custom Tax Tool designed for freelancers to tackle their taxes! ™

INTRODUCING VISOR VISON 


Remember the days when tax pros wore green eye shades to make number crunching easier? Our new free tool works the same way.

Click through to answer a few quick questions and I'll hand over some super straight-forward tax answers. No super personal conversations or credit card necessary. Think of it like looking through your very own visor: Everything’s a lot less painful and a little more green. Try it for yourself. And then share it with a friend (or 20). It's that good.

 

  • Tax Preparation - Multi-State and International

  • Corporate Strategy, Projections, and Compliance

  • Business Incorporation, Entity selection, Corporate restructuring

  • Payroll Services

  • Estates and Trusts Planning and Preparation

  • Investment Analysis and Tax Structuring

  • IRS Representation

  • 501(c)3 & Tax-exempt Status Applications and Compliance

  • Stock Option/ISO/NSO/RSU Tax Projections and Trading Advisory

Tax

 

 

  • Financial Statement Preparation

  • Monthly Bookkeeping/Write-up

  • Mergers, Acquisitions, and Business Sales

  • Bank Reconciliation

  • Systems Consulting and Implementation - SaaS, cloud-based systems, QB Online, & more

Accounting

 

  • "Outsourced-CFO" Roles

  • Business Valuation

  • Cash Flow Modeling, SWOT Analysis, KPI’s

  • Cloud-based systems consulting and implementation (G-suite, Quickbooks Online, and API integrations)

  • Financial Forecasts and Projections

  • Social Security Benefits Planning and Projections (personal tax)

  • Multi-state, Multi-national strategy

  • Business Intelligence (BI) and Customized KPI Building and Implementation

Consulting