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At our CPA firm in NYC, we understand that navigating financial and tax-related matters can be challenging. That’s why we’ve compiled this list of the most frequently asked questions to help you get the information you need. Whether you’re an individual seeking tax advice or a business owner looking for financial planning, we’ve got you covered.
Our CPA firm offers a range of services including tax preparation, bookkeeping, financial planning, auditing, and consulting for both individuals and businesses.
Consider the firm's experience, expertise, range of services, and client reviews. Schedule a consultation to discuss your needs and evaluate if the firm is a good fit.
Bring identification, previous tax returns, income statements (W-2, 1099), expense receipts, mortgage statements, and any other relevant financial documents.
We offer both hourly rates and flat fees, depending on the service. During the initial consultation, we provide an estimate based on the complexity of your needs.
Yes, we provide comprehensive support for IRS audits, including representation, document preparation, and audit strategy.
A CPA can help with accurate financial reporting, tax planning, compliance, business strategy, and improving financial efficiency, which can save time and money.
Yes, we offer virtual consultations through secure video conferencing platforms to accommodate clients who prefer remote meetings.
It depends on your needs, but generally, we recommend quarterly meetings to stay on top of financial planning and tax strategies.
Yes, we provide estate planning services to help manage and transfer wealth effectively, minimizing tax liabilities and ensuring your wishes are carried out.
We specialize in a variety of industries including healthcare, real estate, technology, retail, and professional services.
We offer personalized financial planning services to help you budget, save, invest, and plan for the future based on your specific goals and circumstances.
CPAs are certified and licensed professionals with extensive education and experience, able to perform specialized tasks such as audits and advanced tax planning, while accountants handle general bookkeeping and financial reporting.
Our CPAs regularly attend continuing education courses, seminars, and conferences, and stay informed through professional publications and memberships.
Yes, we assist with selecting the appropriate business structure, filing necessary documents, and providing ongoing support for compliance and financial management.
Key deadlines include April 15th for individual tax returns, March 15th for S-corporations and partnerships, and quarterly estimated tax payments.
We provide strategic tax planning to identify deductions, credits, and other opportunities to minimize your tax burden while remaining compliant with tax laws.
Contact us immediately. We will review the notice, help you understand it, and assist with any required responses or actions to resolve the issue.
Yes, we offer comprehensive payroll services, including payroll processing, tax withholdings, and compliance with federal and state regulations.
Our retirement planning services include evaluating your current financial situation, setting retirement goals, and creating a plan to achieve those goals through saving and investing.
Schedule a consultation with us to discuss business formation, tax planning, financial projections, and any other necessary steps to ensure a strong financial foundation for your new venture.
If you have any other questions or need further assistance, don’t hesitate to contact us. We’re here to help you achieve your financial goals with confidence and peace of mind.
Locations:
Bronx: 2153 Westchester Ave Suite 200 Bronx, NY 10462
Queens: 118-21 Queens Blvd Ste 606, Forest Hills, NY 11375
Business: Hours: Mon-Fri | 10 AM – 6 PM
Contact:
Phone: (929) 371-9915
Email: [email protected]
Fax: 347-293-0063
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