Hire the best Tax Preparers in New York, NY

Check out Tax Preparers in New York, NY with the skills you need for your next job.
Clients rate Tax Preparers
Rating is 4.9 out of 5.
4.9/5
based on 211 client reviews
  • $55 hourly
    About Me: With a Bachelor’s Degree in Accounting and over five years of experience in a CPA firm, I specialize in helping business owners optimize their financial operations through expert tax preparation, financial planning, and customized accounting solutions. I’ve worked directly with tax professionals and executives, gaining a deep understanding of the challenges small to mid-sized businesses face. In addition to traditional accounting and tax services, I have a strong passion for streamlining financial processes through Excel VBA automation, specifically designed to enhance financial planning & analysis (FP&A) workflows. From developing custom macros for budgeting, forecasting, and financial modeling, to automating data reconciliation and profitability analysis, I can help businesses improve efficiency, reduce manual errors, and make faster, data-driven decisions. I enjoy working with business owners who, like myself, prioritize quality and understand that precision and efficiency in financial management directly impact the bottom line. Whether you're looking to optimize your tax strategy, build long-term financial projections, or automate your financial processes to save time and resources, I’m the right person to help you achieve those goals. Services I Offer: Tax Preparation & Accounting Service 1040 Preparation | 1065 Preparation | 990 Preparation | 1120 Preparation | Bookkeeping | Bank Reconciliation | Adjusting Entries | Financial Statement Preparation | Tax Strategies & Research Excel VBA Automation Edit Existing Macros | Build New Macros From Scratch | Pre- Written Macros for Common Queries | Data Analysis | Data Profiling | SQL Administration Financial Planning & Analysis Budgeting & Forecasting | Financial Modeling | Profitability Analysis & Cost Management | Scenario & Sensitivity Analysis | Financial Statement Analysis | Variance Analysis & Reporting | M&A Financial Support | Capital Allocation & Investment Analysis | Debt & Equity Financing Analysis | Business Valuation & Exit Strategy Planning | Strategic Financial Planning & Long-Term Projections What Clients Are Saying: "Rachel was great! She picked up the tasks quickly, including the use of proprietary software, and completed the work with high quality. She was able to identify issues as they arose and provided actionable solutions. We'll definitely work with her again!" — Corvee Tax Planning Software Let’s Connect! Tell me a little about your company and the challenges you’re facing, and we’ll see if we’re a good fit to work together. If it looks like we’re aligned, we can schedule a call to dive deeper into your needs and how I can help you grow.
    vsuc_fltilesrefresh_TrophyIcon Tax Preparation
    Accounting Software
    Microsoft Excel
    Visual Basic for Applications
    Financial Statement
    Bookkeeping
    Spreadsheet Macros
    Macro Programming
    Data Profiling
    Automation
    Financial Accounting
    Data Analytics
    Visual Basic
    Tax Return
  • $75 hourly
    CPA Office located in NYC. We specialize in real estate taxes, 1031 exchanges, cost segregation, Personal Income Tax, S-corp Elections, C-corp, and international US Taxation. We offer strategic advisory that creates real value for clients. I do this by working with each client to plan for their business and personal goals and how we can achieve them. I also work with clients on tax credit planning to ensure that we are meeting each and every tax credit and deduction that they are eligible for without leaving a dollar on the table. We work with a variety of clients ranging from start ups to billion dollar businesses. We work with our clients to optimize every single tax strategy and loophole that they are able to utilize and discuss with them how they can optimize others by making changes. States we most commonly work with: New York, New Jersey, Connecticut, Delaware, Hawaii, California, Arizona, Washington, Oregon, Florida, Georgia, Alabama. Wyoming, and ETC Services Tax : Tax Preparation, Tax Planning & Consulting, Tax Resolution, Tax Debt Relief Services, Tax Analysis, Sales Tax, Nexus Analysis, Multi-State analysis, Offer in Compromise Services. Real Estate Advisory: Cost Segregation, 1031 Exchange, Qualified Opportunity Zone, Rental Properties, Active vs Non active consultation. Bookkeeping: Bookkeeping services through Quickbooks, Freshbooks, Wave, Zoho and Xero, Payroll, Books Setup & Cleanup. Consulting : Business Entity Selection, Retirement Planning (IRAs, Solo 401Ks, SEP IRAs), Crypto, ALT coins and NFT transactions, Taxation questions, Capital gain sales, RSU Sales, Personal Budgeting and Personal Savings Advise.
    vsuc_fltilesrefresh_TrophyIcon Tax Preparation
    Crowdfunding
    Tax Strategy
    C-Corporation
    Taxes
    QuickBooks Online
    International Taxation
    Tax Refund Submission
    Corporate Tax
    Business Consulting
    CPA
    Bank Reconciliation
    Bookkeeping
    Tax Preparation Software
    Tax Planning & Advisory
    Tax Law
    Intuit QuickBooks
  • $125 hourly
    Primarily helping SaaS and eCommerce small businesses, I have over six years of experience in highly complex sales tax projects and six years of experience in accounting services. Services include, but are not limited to: Consulting: Nexus Analysis-let's figure out where you need to register for sales tax based on physical or economic nexus. Tax research-is my product or service taxable? Hiring a remote out-of-state employee: how does this effect my sales tax? Software Integration: Custom sales tax software recommendation based on your business needs Implementation and integration of sales tax software Shopify sales tax setup Stripe sales tax set up QuickBooks sales tax set up Compliance: Sales tax return filings New business registration Historical filing, amendments, and clean up Notice management Reseller certificate management Monthly reconciliations I consider myself a "sales tax nerd" and am currently pursing the requirements for a CMI (Certified Member of the Institute) certification, the highest designation for sales tax accountants. I have an MBA/Finance from Columbia Southern University. I have worked with over 100 small business owners in the past three years, assisting with sales tax needs and ensuring my clients are sales tax compliant. I am building a sales tax consulting firm from the ground up and welcome accounting firms to reach out to me for partnership opportunities.
    vsuc_fltilesrefresh_TrophyIcon Tax Preparation
    Tax Law
    Tax Law Compliance
    Value-Added Tax
    Indirect Tax
    Tax Preparation Software
    Sales Tax
    SaaS
    Tax Return
    Intuit QuickBooks
    Microsoft Excel
  • $325 hourly
    As an experienced New York Attorney, I am pleased to offer my services to clients who are seeking assistance with startup consulting and/or business related legal work. My expertise in both of these areas allows me to provide comprehensive legal support to entrepreneurs and businesses of all sizes. I will speak to you for 10 minutes at no charge as a free consultation - just send me a message! My startup consulting services include advising clients on business formation, drafting and negotiating contracts, conducting due diligence, and providing guidance on intellectual property and regulatory compliance. I work closely with my clients to help them navigate the complex legal landscape of launching a new venture, and to ensure that they have the necessary legal protections in place. In addition to startup consulting, I also offer a wide range of business legal services. These include contract drafting and negotiation, dispute resolution, employment law, commercial real estate, and corporate governance. Whether you need assistance with a specific legal issue or ongoing support for your business, I am here to help. I pride myself on clear communication with my clients and a matter of fact attitude to keep your business progressing as quickly as you need it to in the ever changing startup world. I am new to Upwork so my $295 per hour rate is for a limited time in order to build my profile (I typically charge $495!) Send me a message and let's see if you think it makes sense to work together!
    vsuc_fltilesrefresh_TrophyIcon Tax Preparation
    Business Planning & Strategy
    Law
    Patent Law
    Tax Law
    Legal Consulting
    Intellectual Property Law
    Startup Company
    Business
    Trademark Law
    Employment Law
    Partnership Agreement
    Startup Consulting
    Sole Proprietorship
    Contract Law
  • $100 hourly
    JW Clarke LLC is a New York based accounting & law firm designed to make life easier by bringing your accounting & legal support together in one place.
    vsuc_fltilesrefresh_TrophyIcon Tax Preparation
    Corporate Tax
    Corporate Law
    Contract Law
    Financial Statements Preparation
    IRS Income Tax Audits
    Estate Planning
    Intellectual Property Law
    Trust, Estate & Will Agreement
    Tax Law
    Sales Tax
    Bookkeeping
    Accounting
    Payroll Accounting
    Tax Return
  • $115 hourly
    I am a Licensed Enrolled Agent and Accountant with 10+ years of working experience in a variety of industries; providing bookkeeping, accounting, and tax services. Over my career so far, assisted clients with 500 various cases of IRS and local tax agencies correspondence. By replying to notices, penalties and audit request, I was able to save clients over 100k in fees and interest payments. Recently completed a project for a growing restaurant business with annual revenue of 5m who received a sales tax audit notice. Through strenuous reconciliation process, we were able to prove that tax calculation performed was correct and waived 18k penalty plus interest. Proactively help clients with tax projections to ensure there are no surprises on a tax due at the end of the year, as well as establish tax saving strategies during the year. On one occasion advised a client who had an LLC to convert to an S Crop tax treatment to save over 15k in self-employment tax. I was able to accomplish that because I was keeping a close eye on clients activity. I am a reliable accountant that pays a lot of attention to detail. I look forward to working with you to provide solutions. Currently a Registered Agent with IRS and studying for the CPA exam.
    vsuc_fltilesrefresh_TrophyIcon Tax Preparation
    Tax Law
    Accounts Receivable Management
    Intuit Lacerte Tax
    Accounts Payable Management
    Bookkeeping
    Payroll Accounting
    Customer Service
    Account Reconciliation
  • $35 hourly
    • MBA • Enrolled Agent • Business process analysis and improvements • GAAP knowledge, internal audit and tax experience
    vsuc_fltilesrefresh_TrophyIcon Tax Preparation
    Enterprise Resource Planning
    Unix
    Microsoft Windows
    C++
    Python
    Java
    SQL
    Tax Accounting
  • $140 hourly
    I am a CPA based in New York City. We have clients across the US. Our goal is to help small business entrepreneurs through mid-sized businesses stay in business.
    vsuc_fltilesrefresh_TrophyIcon Tax Preparation
    Tax Planning & Advisory
    Finance & Accounting
  • $240 hourly
    PhD professional with over 14 years experience in complex accounting matters. I also have a CPA on payroll for all tasks that may require that designation. My firm has been in existence for roughly 8 years & we specialize in complex tax situations, HR administration, payroll compliance, and all individual & business tax matters.
    vsuc_fltilesrefresh_TrophyIcon Tax Preparation
    Corporate Tax
    US Taxation
    IRS Income Tax Audits
    Intuit Proconnect Tax
    International Taxation
    Tax Law
  • $45 hourly
    I started my career working in a large accounting firm where I gained the necessary traits and skills to manage accounting records. Since then, I have helped many startups with both their accounting operations and financial reporting needs. I have helped companies from their first family & friends round to companies raising large series B. My specialties include bookkeeping, accounting close, ERP implementations, financial statement prep, SALT taxes, various modeling and cash planning needs. There is no challenge too tough -- let's have a conversation to see if there may be a fit.
    vsuc_fltilesrefresh_TrophyIcon Tax Preparation
    ERP Software
    Modeling
    Financial Statement
    Cryptocurrency
    Bookkeeping
    Cash Flow Analysis
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