New York City CPA Services
Most NYC clients manage:
● High W-2 income + annual bonuses
● RSUs, ISOs, ESPPs & stock liquidation
● Multi-state W-2 filing (NY, NJ, CT, CA, TX)
● LLCs, S-Corps & multi-entity structures
● Rental portfolios across multiple boroughs
● K-1s, dividends & investment-heavy returns
● Crypto, capital gains & multi-year carryovers
● Complex financial statements & reconciliations
Why NYC Clients Choose Our CPAs
- Licensed CPAs & EAs with 40+ years combined experience
- Specialists in equity compensation + multi-state filings
- Rental property & depreciation optimization
- Multi-entity bookkeeping + year-end cleanup
- Founder income, distributions & owner payroll
- Crypto, investment & capital gains accuracy
- IRS notices, audits & historical corrections
- Flat-rate CPA services — no hourly billing
- Year-round support & transparent communication
CPA Services for Individuals in NYC
Individual CPA services include:
● Federal & NY state tax return preparation
● Multi-state remote-worker filings
● RSU, ISO, NSO & ESPP stock comp reporting
● AMT strategy & mitigation
● Rental property accounting + depreciation schedules
● Investment portfolio reconciliation (K-1s, gains, dividends)
● Crypto accounting & tax reporting
● IRS notices, audits & compliance corrections
● Quarterly estimated tax planning
CPA Services for NYC Business Owners
Business CPA services include:
● S-Corp, LLC, C-Corp & Partnership filings
● Full monthly bookkeeping + year-end cleanup
● Payroll setup, support & compliance
● Multi-entity planning (business + rentals + investments)
● Founder equity & stock-based compensation planning
● Depreciation, asset strategy & write-off optimization
● Quarterly forecasting & tax projections
● Cash-flow planning + long-term profit strategy
● Audit-ready financial statements
What Sets Our NYC CPAs Apart
● Complex RSU/ESPP vesting & sale timing
● Multi-state income and allocation rules
● High-income deduction limitations
● Rental portfolios across boroughs
● K-1 structures from investing & partnerships
● Multi-LLC consolidation & entity mapping
● Capital gains planning & harvesting
● Founder equity + compensation strategy
Areas We Serve Across New York City
Manhattan
Brooklyn
Queens
Bronx
Staten Island
Jersey City
Hoboken
Long Island (Nassau + Suffolk)
What NYC Clients Say About Our CPAs
Real Client Case Study — New York City, NY
Client: L. Howard — Executive + Multi-Entity Investor
Financial Mix: W-2 + RSUs + Partnership K-1s + 3 rentals + S-Corp income
Problem: Inaccurate stock basis, messy books, and inefficient entity setup
What We Did:
● Reconciled multi-entity bookkeeping
● Corrected RSU taxation & cost basis
● Rebuilt depreciation for all rentals
● Optimized S-Corp owner payroll
● Implemented quarterly CPA oversight
Result:
$32,900 in annual tax savings.
Saved $32,900 Through Multi-Entity Cleanup, Equity Correction & Strategic Restructuring
This is what an elite NYC CPA delivers.
Flat-Rate NYC CPA Pricing — Transparent & High-Value
● Predictable flat-rate fees
● No surprise invoices
● Clients consistently see ROI from optimized accounting and strategy
Your financial life deserves clarity and precision.