Fixed Written Fees
Your quote is the price. If the work grows beyond the engagement letter, we ask before we bill.
Service, described honestly
This page is about how we work — the method, the commitments and the people behind the filings. For specific products and engagement plans, see the Products page.
The Method
Four steps, every engagement
The sequence is the same whether you file one return or outsource your entire back office.
1
Listen
A free half-hour meeting. We ask about your year, your business and what is keeping you up at night.
2
Scope
You receive a written engagement letter: deliverables, dates, fees and a precise document checklist.
3
Execute
We reconcile, prepare and double-review. You get progress notes, not silence until April.
4
Deliver & Advise
We walk you through the result, file it, archive it — and set the plan for the following year.
Practice Areas
What we actually do for you
01 — Individuals
Personal tax, handled end to end
Most people are over-taxed by omission rather than by error: deductions missed, elections never made, estimates set by guesswork. We rebuild your return from your actual life — jobs, rentals, gig income, dependents, retirement contributions — and file federal, New York State and NYC together.
- Form 1040, NY-201 and NYC resolvable in one sitting
- Rental, freelance and multi-state situations
- Amended returns and missing prior years
- Refund status tracked until deposited
02 — Businesses
A back office without the overhead
Hiring a full-time controller costs more than most young companies can justify. We fill that role fractionally: books closed on a calendar, sales tax filed on time, payroll running, and a monthly report you can actually read — for a fixed fee agreed in writing.
- Monthly close by the 10th business day
- Bank, merchant and payment-app reconciliation
- Sales tax, Form 2688 and contractor 1099s
- Lender and landlord packages prepared on request
03 — Representation
When a letter arrives
Notices are frightening mainly because they are unreadable. We open them, translate them, tell you what is really owed, and respond. If a matter escalates, we prepare the file and stand beside you — through penalty abatement, instalment agreements and examination.
- CP2000, balance-due and wage-matching notices
- Penalty abatement and first-time relief requests
- Instalment agreements and currently-not-collectable status
- Form 2848 power of attorney handled for you
Our Commitments
Six promises we will put in writing
Deadlines Kept
Extensions filed on time, returns reviewed with days to spare. Late-filing penalties are not our habit.
True Confidentiality
Files are access-restricted, encrypted in transit and never shared with a third party for any reason.
One Business-Day Replies
Open Monday to Saturday. Calls, emails and WhatsApp messages returned within one business day.
Plain Explanations
Every material line is explained in ordinary language before you are asked to approve anything.
Second Review
A colleague checks the work before filing. Two sets of eyes on every return, no exceptions.
Industries We Know
Explore Products
Familiar ground for Bronx enterprises
Industry fluency is what turns compliance into advice. If your trade has quirks — cash receipts, per-diem drivers, co-op maintenance, seasonal inventory — you should not have to explain them twice.
Real Estate & Rentals
Trucking & Logistics
Construction & Trades
Restaurants & Bars
Retail & Bodegas
Beauty & Barbershops
Medical & Dental Practices
Home Health Care
Nonprofits & Associations
Freelance & Creative
Rideshare & Delivery
Import & Wholesale
Professional Services
Property Management
Next Step
Start with a conversation, not a contract
The first meeting costs nothing and commits you to nothing. Bring a question; leave with a plan.