Hire the Best Tax Preparers in New York

Hello! I am a Certified Public Accountant (CPA) with over four years of experience providing comprehensive bookkeeping and tax services to small businesses and individuals. My goal is to help you manage your finances efficiently, stay compliant with tax regulations, and make informed financial decisions to grow your business.

Messy books. Missed tax filings. Financial records that do not make sense. This is where I help. I am a Certified Public Accountant and Certified Fraud Examiner with more than 25 years of experience helping business owners clean up accounting records, resolve tax issues, and get their financial systems working the way they should. Many of my clients come to me when their books are behind, transactions have not been reconciled, or their accountant cannot prepare the tax return because the financials are unreliable. I step in, fix the underlying problems, and put a structure in place so the numbers stay accurate going forward. What I do best: - QuickBooks Online setup, cleanup, and ongoing maintenance - Catch-up bookkeeping and historical cleanup - Reconciliation of bank, credit card, and loan accounts - Year-end preparation so your tax preparer has clean, reliable financials - Back-tax bookkeeping and filings for prior years - Monthly bookkeeping with clear financial reporting I also work with businesses that operate across multiple states or have foreign ownership of U.S. entities and need guidance on proper tax and reporting compliance. Why clients hire me: - CPA and Certified Fraud Examiner - 25+ years of accounting and tax experience - I solve complicated financial problems quickly and clearly - Straightforward communication and practical guidance If your books are messy, your tax situation is unclear, or you simply want your financials to finally make sense, I can help you get organized and move forward with confidence. Let’s talk about your situation and create a clear plan.

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 • 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!

MBA in Management & Accounting from New York Institute of Technology (NYIT) with 8+ years of experience in Federal and State tax preparation, tax review, payroll compliance, and IRS reporting. Experienced in preparing tax returns for individuals, self-employed taxpayers, LLCs, S Corporations, and C Corporations. Expertise includes: • Form 1040 Tax Preparation & Review • Multi-State Tax Returns • Schedule C, D,F, E & K-1 Reporting • S Corporation & C Corporation Tax Returns • Payroll Tax & Certified Payroll Support • Foreign Income Reporting (Form 2555) • Rental Property & Real Estate Taxation • IRS Notices & Tax Resolution Support • QuickBooks Online & Financial Review Support Software Experience: ATX, Drake, Lacerte, UltraTax, QuickBooks Online, and Xero. Detail oriented, responsive, and committed to delivering accurate and professional tax services.

Licensed, Insured & Expert-Led Tax Preparation – Strategic E-Filing Nationwide Stop viewing tax season as a source of stress and start seeing it as an opportunity for financial optimization. QuickTaxnBooks is a fully licensed and insured professional firm delivering elite-level tax preparation and electronic filing services. We combine the technical rigor of a law-firm background with the specialized credentials of an IRS Certifying Acceptance Agent (CAA) and Authorized IRS e-file Provider (ERO). Serving individuals and small businesses across all 50 states and international taxpayers, we transform complex financial data into compliant, deduction-maximized returns. The QuickTaxnBooks Advantage IRS Authorized e-file Provider (ERO): As a registered ERO, we utilize secure, high-speed electronic filing to ensure your returns are processed accurately and your refunds are delivered via direct deposit in the fastest time possible. IRS Certifying Acceptance Agent (CAA): We are authorized by the IRS to assist non-U.S. citizens and foreign investors in obtaining ITINs without the need to mail original passports to the IRS. Fully Licensed & Insured: We maintain professional liability insurance and state-required licensing, providing you with absolute peace of mind and professional accountability. Strategic Deduction Optimization: We don’t just enter numbers; we analyze your financial profile to ensure every legal deduction and credit—from QBI to specialized real estate breaks—is fully utilized. Defense-Grade Compliance: Led by a team of legal and tax experts (CPAs/EAs), our work is built to withstand the scrutiny of both IRS and State audits. Core Competencies & Specialized Expertise Small Business & Entity Taxation: Expert filings for Schedule C, LLCs, and S-Corps, ensuring proper owner compensation and entity-level compliance. Real Estate Investment Mastery: Expert handling of 1031 Exchanges, Installment Sales, Seller Financing, and multi-state rental portfolios. Self-Employed & 1099 Economy: Tailored strategies for freelancers and independent contractors to minimize Self-Employment tax liabilities. International Tax Support: Expert guidance for foreign-owned U.S. LLCs, including Form 5472 and 1120 Pro Forma requirements. Professional Credentials & Legal Foundation Our firm bridges the gap between accounting and legal analysis, providing a level of insight that traditional bookkeepers cannot match. Qualifications LLM (USA): Master of Laws, providing advanced interpretation of federal tax statutes. LLB (India): J.D. Equivalent, establishing a rigorous foundation in legal research and analysis. IRS Credentials IRS Certifying Acceptance Agent (CAA) IRS Authorized e-file Provider (ERO) IRS Annual Filing Season Program (AFSP) Participant: 2022, 2023, 2024, 2025, 2026. The QuickTaxnBooks Track Record (2015 – Present) Since 2015, we have acted as a comprehensive financial engine for our clients, managing everything from individual returns to multi-million dollar real estate transactions. Complex Scenario Resolution: Managed high-stakes transactions involving 1031 exchanges and structured installment sales to defer capital gains. Proactive Tax Planning: Shifting the focus from "filing history" to "planning the future," resulting in significant year-over-year tax savings for recurring clients. Advisory & Analysis: Providing deep-dive financial analysis, budgeting, and forecasting to help businesses scale sustainably.

I am an accounting and tax professional with over 10 years of experience helping individuals and small businesses manage their finances, stay compliant, and make informed decisions. My experience extends beyond tax preparation. I have a strong accounting background that includes bookkeeping, account reconciliations, financial statement preparation, and financial analysis. By understanding both the accounting and tax aspects of a business, I help clients gain a clearer picture of their financial position while identifying opportunities to improve efficiency and reduce tax exposure. Services I Provide: Individual and business tax preparation (Form 1040, Schedule C, Partnerships, and S Corporations) Bookkeeping and account reconciliations Financial statement preparation and review Profit & Loss and Balance Sheet analysis Tax planning and tax-saving strategies Financial cleanup and catch-up accounting projects Ongoing accounting and tax support for small businesses I work closely with business owners to help them understand their numbers, improve financial organization, and make sound financial decisions throughout the year, not just during tax season. If you are looking for a professional who understands both accounting and taxation and can provide practical, dependable support, I would be happy to help.