917-862-1463 neill425@hotmail.com 424 Grand Concourse, Bronx, NY 10451
The Bronx --:-- —

Accounting products, plainly listed

Six defined products and three engagement plans. Each is delivered by the same adviser, priced in writing before work begins, and backed by our second-review standard.

Compare Plans
The Catalogue

Choose the product, or combine them

Clients typically start with one product and add others as the year develops. Bundling moves you into a monthly plan at a lower combined cost.

Individuals & Business

Tax Preparation & Planning

Returns prepared from source documents, reviewed twice, e-filed and archived with a full workpaper set.

  • 1040 · 1120 · 1120-S · 1065 · Schedule C
  • NY State and NYC filings
  • Extension and estimated-tax calendar
  • Year-end planning memo
Business

Bookkeeping & Monthly Close

Your ledgers maintained on a fixed calendar, reconciled to the penny, with statements you can act on.

  • Bank, card and merchant reconciliation
  • A/P aging and A/R aging
  • P&L, balance sheet, cash statement
  • Close complete by the 10th business day
Business

Payroll & Employment Tax

Employees paid correctly and on schedule, with every employment filing tracked and confirmed.

  • Weekly, bi-weekly or semi-monthly runs
  • Form 941, NY-45 and unemployment filings
  • W-2 and 1099 year-end packages
  • New-hire and NYS withholding registration
Business

Business Formation

Entity chosen for your actual plans, then registered properly at federal, state and city level.

  • LLC, corporation or S-Corp election advice
  • Articles, operating agreement and EIN
  • NY Department of State and publication notice
  • Sales tax and NYC business registrations
Individuals & Business

IRS & Notice Resolution

A written read on what the letter really says, then we handle the response from start to finish.

  • Notice triage and honest exposure estimate
  • Penalty abatement requests
  • Instalment and offer-in-compromise prep
  • Delinquent returns brought current
Business

Advisory & Fractional CFO

Forward-looking numbers: forecasts, budgets and the reporting a lender or partner expects to see.

  • 13-week and rolling cash forecast
  • Annual budget with monthly variance
  • Pricing and margin analysis
  • Lender, SBA and grant packages
Engagement Plans

Three ways to work together

Plans bundle the products above into one written monthly or annual fee. Every quote is confirmed in an engagement letter before any work starts — the figures below describe scope, not a price list.

Plan One

Essential

For individuals and sole proprietors who need the annual basics done right.

Quotedper return

  • Federal, NYS and NYC individual return
  • Schedule C or one rental property
  • Document checklist and secure upload
  • Second-review sign-off
  • E-file, confirmation and digital archive

Plan Three

Executive

For established owners who want a financial partner in the room.

Quotedretained

  • Everything in Professional
  • Fractional CFO reporting and KPI dashboard
  • Rolling cash forecast and annual budget
  • Entity, ownership and succession structuring
  • Lender and grant package preparation
  • Priority same-day response, six days a week

Fees are confirmed in writing after the free consultation, based on entity type, transaction volume and the condition of your records. Call 917-862-1463 for an indicative range.

Available Add-Ons

Ordered individually, when you need them

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Book Clean-Up

Reconstructing months or years of disorganised or missing records into a reconciled, file-ready state.

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Amended Returns (1040-X / 1120-X)

Correcting a filed return to claim an overlooked deduction, fix a schedule or restate income.

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Payroll Setup & Migration

Registering with the IRS, NYS and NYSDOL, mapping withholding codes and moving cleanly off an old provider.

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QuickBooks Setup & Training

A clean chart of accounts, sensible classes and a one-hour session so your team keeps it that way.

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Financial Statements for Lenders

Formatted, consistent statements prepared to the schedule a bank or SBA review expects.

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Estimated Tax Calendar

Quarterly vouchers, due dates and payment amounts calculated and sent to you before each deadline.

Before You Ask

Questions we hear at the first meeting

It depends on entity type, transaction volume and the condition of your records — so we never quote from a guess. The consultation is free, and you receive a fixed written fee in the engagement letter before any work begins. There is no hourly billing and no surprise invoice.

Yes — delinquent filings are one of the most common reasons people call. We bring the returns current in order, calculate what is genuinely owed, and pursue penalty relief where the facts support it. Many clients are surprised how manageable the outcome turns out to be.

No. Documents can be shared through a secure link and meetings held by phone or video. That said, many Bronx clients prefer to sit across a desk at 424 Grand Concourse at least once a year — both options are normal here.

Whatever you have. For individuals: last year's return, W-2s, 1099s and property or mileage records. For businesses: a bank statement, prior filings and a rough description of what you sell. We will send a precise checklist afterwards — you are not expected to be organised already.

We prepare the response, assemble the workpapers and handle correspondence on your behalf. Where formal representation is required, we arrange and support the power of attorney so you are not facing an agency alone.

Yes. The office is open Monday to Friday, 9:00 AM to 6:00 PM, and Saturday, 10:00 AM to 4:00 PM. Sunday is closed, but WhatsApp messages left overnight are answered first thing Monday.

Get Started

Pick a product. We will handle the rest.

Send a request or message the office on WhatsApp — you will hear back within one business day.

WhatsApp 917-862-1463
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