Hire the Best Tax Preparers in New York

Taxes shouldn’t feel like a once-a-year fire drill. I help high-net-worth individuals, entrepreneurs, and growing businesses transform tax compliance into a year-round strategic advantage. My goal is simple: ensure you keep more of what you earn, remain fully compliant, and make financial decisions with total confidence. I don’t just "check boxes" or look in the rearview mirror. I take a forward-looking approach to tax planning, focusing on liability minimization, cash flow optimization, and the total elimination of surprises. By understanding the “why” behind your numbers, I help you position your business for maximum tax efficiency. What I specialize in: • Strategic tax planning & preparation • Cost segregation study • Partnerships (Form 1065) • S-Corporations (Form 1120-S) • C-Corporations (Form 1120) • Individuals (Form 1040) • Foreign-owned U.S. entities (Proforma 1120 & Form 5472) I also work closely with new and scaling businesses, guiding entrepreneurs through entity formation to ensure the most tax-efficient structure from day one. To support ongoing growth, I provide bookkeeping and financial analysis that delivers clear, high-level insights you can actually use to make better decisions. I believe the strongest partnerships are built on transparency and proactive communication—not last-minute emails. When you work with me, you gain a dedicated advisor who thinks ahead, explains the complex in simple terms, and is invested in your long-term success. If you’re looking for a proactive tax partner—not just a preparer—I’d be happy to learn more about your situation and discuss how a thoughtful tax strategy can improve your bottom line. Send me a message to get started!

I help businesses, entrepreneurs, startups, and foreign-owned LLCs reduce taxes legally, stay IRS compliant, and maintain accurate financial records. Since 2018, I've specialized in Business Tax Preparation, Corporate Tax Returns (Forms 1120, 1120-S, 1065, 1040 & 1040-NR), Form 5472 compliance, QuickBooks Online bookkeeping, Tax Planning, IRS Resolution, Financial Reporting, and IRS Compliance . One recent client came to me with two years of incomplete bookkeeping and potential IRS penalties. After completing a full QuickBooks Online cleanup, identifying missed business deductions, and preparing accurate tax filings, I reduced their tax liability by $18,500 while bringing their business into full IRS compliance. As both a tax professional and business owner, I use the same tax strategies, bookkeeping systems, and financial controls in my own companies that I recommend to my clients. My goal is to help businesses remain compliant, reduce tax liabilities, improve cash flow, and make informed financial decisions with confidence. Services Business Tax Preparation: Federal and state tax returns, including Forms 1120, 1120-S, 1065, 1040, 1040-NR, amended returns, estimated tax payments, and business tax consulting. Foreign-Owned LLC Compliance: Form 5472, Pro Forma Form 1120, EIN applications, ITIN applications, and ongoing U.S. tax compliance for non-resident business owners. Bookkeeping & Accounting: QuickBooks Online ProAdvisor, monthly bookkeeping, catch-up and cleanup bookkeeping, QuickBooks Online setup and optimization, bank and credit card reconciliations, financial statements, sales tax filings, financial reporting, Xero, and Wave Accounting. Tax Planning & IRS Services: Tax planning, IRS notices, IRS resolution, penalty abatement, IRS compliance, accountant letters, income verification letters, and year-round tax support. Business Services: LLC formation, business registration, EIN applications, S Corporation elections, and ongoing tax and accounting support. Industries Served Real Estate • E-Commerce • Healthcare • Technology • Insurance • Professional Services • Consulting • Startups Business Types LLCs • Single-Member LLCs • Multi-Member LLCs • S Corporations • C Corporations • Partnerships • Sole Proprietors • Foreign-Owned LLCs • Non-Resident Business Owners Credentials IRS Certified Acceptance Agent (CAA) • QuickBooks Online ProAdvisor • Xero Certified Advisor • IRS Annual Filing Season Program (AFSP) • Active PTIN • Active EFIN • Active NYTPRIN • Active CAF Number • Drake Tax Professional • Intuit ProConnect Tax Professional • Founder, Tax Care Solutions LLC (Since 2018) Your financial information is handled through an encrypted client portal, and my practice follows IRS Publication 4557 data security guidelines to protect confidential client information throughout every engagement. If you need Business Tax Preparation, Corporate Tax Returns, Form 5472 compliance, QuickBooks Online bookkeeping, Tax Planning, Financial Reporting, or IRS Resolution, send me a message with a brief overview of your situation. I'll review your needs, explain your filing requirements, and recommend the most practical next steps.

I am a CPA with skills in Taxation, Bookkeeping, Financial planning and Audit. You can get big four experience, whether it's me doing an entire project or being added to a team.

I am a Certified Public Accountant (CPA) with a strong track record of delivering accurate, efficient, and insightful financial services to clients across various industries. I specialize in helping businesses and individuals stay compliant, make informed financial decisions, and improve their bottom line. Whether you're a startup, small business, or an individual looking for guidance, I’m here to provide clarity and results. My services include: - Financial statement preparation and analysis - Tax planning & preparation (individuals, LLCs, corporations) - QuickBooks setup, cleanup, and ongoing bookkeeping - Budgeting, forecasting & cash flow management - Payroll services and compliance - IRS representation and audit support - Business formation and financial strategy consulting Let’s connect and discuss how I can support your financial goals. Whether it’s a one-time project or ongoing support, I bring the experience and dedication to help your business succeed!

Professional Summary Dedicated Tax Preparer and Full Charge Bookkeeper who leverages GAAP expertise, initiative and resourcefulness to deliver excellence in meeting business objectives. Innovative accounting professional proficient in extracting financial data from various reporting systems and suggesting key operational changes. Unique perspective on financial processes as a tax preparer/bookkeeper hybrid. Skills ● Lacerte ● ProSystem FX (CCH) Tax Systems ● ProSeries Tax Software ● QuickBooks Online, Pro, Premiere & Enterprise- Certified ● QuickBooks Point of Sale ● QuickBooks, Paychex, Gusto & ADP Payroll ● MS Excel, Word & Outlook ● Full Charge Bookkeeping ● Customized Financial Reporting ● Individual, Partnership & Corporate Tax Preparation ● Tax Accounting ● Multi-State Sales Tax Preparation ● Multi-State Payroll Tax Preparation Experience Accounting & Tax Preparation January 2015 - Present Bookkeeper & Tax Preparer | DDL CPA| Smithtown, NY January 2024 - Present Tax Preparer | Granovsky CPA | Feasterville-Trevose, PA February 2024 – April 2024 Tax Preparer | SSW Accountants | Calabash, NC August 2014 – September 2018 Bookkeeper & Tax Preparer | Taxes For Traders | Levittown, NY Scope of work: ● Tax Preparation- Working with CPA preparing corporate & personal returns; Ensuring accuracy of data; Troubleshooting payroll, equity and income inconsistencies; Generating returns with Lacerte Tax Software ● Tax Return Preparation- Filing tax returns, sales tax returns, payroll returns, and finalizing details for the firm's clients. ● Compiled financial reports pertaining to cash receipts, expenditures and profit and loss. ● Drafted and reviewed financial statement compilations before being approved by partners. ● Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations. ● Prepared accurate financial statements at end of the quarter. ● Maintained fixed asset module and calculate and record monthly depreciation expense. ● Reconstructed accounting records from clients' checks and cash receipts. ● Collected and reported monthly expense variances and explanations. ● Maintained integrity of general ledger, including the chart of accounts. ● Filed tax returns and prepared governmental reports in compliance with strict standards. ● Analyzed monthly balance sheet accounts for corporate reporting. ● Analyzed and researched reporting issues to improve accounting operations procedures. Full Charge Bookkeeping September 2007 – Present Self-Employed | CA, NY Scope of work: ● Bookkeeping services for clients in a wide variety of industries. ● Setting up and routine maintenance of company files, rebuilding or repairing company files, payroll, A/R & A/P, job cost reporting, preparing financial information for clients' CPAs, preparing financial information for banks for loan modification purposes, financial reporting to clients, sales tax prep, other regular periodic tax prep. ● Payroll- Payroll set-up & management, 1099 preparation, payroll processing, payroll tax filing, direct deposit set-up, recording of payroll transactions into company financial file. ● Tutoring- Tutoring small business owners in QuickBooks ● Company File Set-up; Chart of Accounts - Creation of QuickBooks company file, invoice templates, chart of accounts, customer & vendor files to meet client's needs. ● Accounts Receivable - Invoice billing and collections calls and follow-up. ● Maintaining an outstanding invoice aging. ● Recording Sales. ● Issuing credit memos. ● Job Costing- Tracking and assigning specific transactions to the cost of a specific job. ● Bank Reconciliation - Validating all bank transaction on monthly statements, confirming month end cash book balances. ● Posting reconciling adjustments and journal entries. ● Financial Reporting - Preparing income statements, balance sheets & customized reports for monthly, quarterly and year-end reporting. ● Report Directly to Business Owners- Assisting the owner in financial decision making, hiring. ● Cutting expenses, advising owner on maximizing profitability and lowering cost of goods sold. Education 1992 -1994 Suffolk Community College - Long Island, NY Emphasis of Study Accounting I & II - Basic and Intermediate Accounting Foundations of Generally Accepted Accounting Principles Communications (Business, Oral & Public Speech) Certifications QuickBooks ProAdvisor since 2007; Certified in Pro, Premiere, Enterprise, Point of Sale & QuickBooks Online References *References available upon request

I'm an Enrolled Agent & Chartered Certified Accountant ACCA (UK equivalent of CPA) Senior Tax Accountant I am a highly skilled CPA Tax Accountant based in New York with over 10 years of experience in bookkeeping, tax accounting, and business advisory services. As an Enrolled Agent & ACCA (UK), I specialize in helping businesses and individuals navigate complex tax matters with precision and expertise. My Work Experience (Resume) as a Senior Accountant include the following responsibilities: ✅ Comprehensive Tax Services: Preparation of Forms 1040, 1120, 1120S, 1065, and LLCs for a diverse range of small businesses. ✅ Bookkeeping & Financial Reporting: Full-cycle bookkeeping with accurate financial statements, reconciliations, and payroll setup. ✅ IRS & State Tax Resolution: Expert in communicating with the IRS and state tax authorities to resolve tax issues. ✅ Sales Tax & Payroll Services: Filing sales tax, payroll tax, and excise tax while ensuring compliance with state regulations. ✅ Business Advisory & Entity Setup: Helping clients incorporate businesses, maintain compliance, and optimize tax strategies. ✅ Audit Support: Assisting with Workers’ Comp Audits, Sales Tax Audits, and Tax Compliance Reviews. Industry Expertise: I have extensive experience working with clients across various industries, including: 🏗️ Construction & Contractors | 🏥 Healthcare (Doctors, Clinics, Dentists) | 🍽️ Food & Restaurants | 🏢 Real Estate | 🛒 E-commerce | 🍺 Breweries and more. Why Work with Me? ✔️ Detail-Oriented & Analytical: I ensure 100% accuracy in financials and tax filings. ✔️ Client-Focused Approach: I simplify complex tax matters and help businesses maximize deductions & reduce liabilities. ✔️ Proactive & Tech-Savvy: Proficient in QuickBooks, Xero, Wave, and other accounting software. ✔️ Compliance & Growth Strategy: I go beyond numbers to help clients scale their businesses efficiently. 📩 Let’s Work Together! Reach out for expert bookkeeping, tax compliance, and business advisory services.