Hire the Best Tax Strategies Freelancers 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 have over 20 years of helping individuals starting up their business and helping them maintain accurate records in order to remain compliant with all the tax regulations and fillings. Seasoned Tax Advisor with over 20 years of extensive experience in tax planning, compliance, accounting, and business consulting for individuals, corporations, partnerships, and high-net-worth clients. Proven expertise in U.S. federal and state tax regulations, international taxation, and strategic advisory services. Adept at identifying tax-saving opportunities, ensuring regulatory compliance, and supporting clients through complex financial transactions, audits, and business transformations. Known for a consultative approach, strong analytical skills, and a deep understanding of diverse industries including real estate, healthcare, financial services, and professional practices. Highly skilled in financial statement analysis, corporate structuring, entity selection, mergers & acquisitions, and succession planning. Collaborates effectively with clients, legal teams, and financial advisors to deliver customized tax strategies that align with both short-term financial goals and long-term wealth preservation. Recognized for building long-term client relationships based on integrity, technical acumen, and trusted advisory. Core Competencies: Tax Planning & Compliance (Federal, State, International) Individual & Corporate Taxation IRS Representation & Audit Support Accounting & Financial Reporting Business Advisory & Consulting Entity Structure & Reorganizations Estate, Gift & Trust Tax Strategies Mergers, Acquisitions & Due Diligence Cross-border Taxation & Expat Services GAAP, Tax Research & Reporting Tools Certifications & Tools: EA Quikcbooks ProAdvisor Proficient in QuickBooks, CCH Axcess, UltraTax, Lacerte, and Microsoft Excel

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.

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.

I am an Enrolled Agent (EA) and QuickBooks Online ProAdvisor who focuses on U.S. small business taxation, especially S corporations, partnerships, and LLCs. My work centers on owners who want one person handling the full picture: business returns, personal returns, and the underlying bookkeeping that feeds both. Before launching my own firm in 2021, I spent nearly a decade in private industry managing multi-entity general ledgers, month-end closes, and a large ERP transition to NetSuite. That experience means I approach every engagement with the end in mind: clean financials that tie out, supportable tax positions, and paperwork that stands up if someone at the IRS starts asking questions. For business clients, I offer a deeply integrated bookkeeping and tax service: Entity tax returns: Preparation of S corporation (1120S) and partnership (1065) returns, including K-1s for owners. Owner/individual returns: Bundled preparation of the business owner’s 1040 and, where applicable, a spouse’s return so the whole situation is handled together. Ongoing bookkeeping: Monthly QuickBooks Online maintenance, reconciliations, and basic close so year-end tax work is straightforward instead of a fire drill. Payroll coordination: Helping set up and monitor reasonable compensation for S corp owners and coordinating with payroll platforms to keep wages, payroll taxes, and books aligned. Advisory support: Budgeting, cash-flow and profit projections, and practical guidance on estimated taxes, distributions, and how business decisions will flow through to the owner’s return. I also work with individuals and families who need thoughtful 1040 preparation rather than one-off “file it and forget it” work, especially where there is a small business, rental activity, or multiple income sources involved. As an Enrolled Agent (EA), I am a federally authorized tax practitioner with unlimited practice rights to represent taxpayers before the Internal Revenue Service (IRS) in matters such as audits, appeals, and collections. In practice, that means I can stay with you from initial planning and accounting through filing and, if needed, communication with the IRS. If you are a U.S. business owner looking for a long-term relationship where your books, business returns, and personal taxes are handled as one connected system, this is the type of work I take on.

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.