Bring last year's return. We'll take it from there.

A free hour with a partner. You leave with a written scope and a fixed fee.

Book a free consultation → Call (212) 555-0148

Bring last year's return. We'll take it from there.

A free hour with a partner. You leave with a written scope and a fixed fee.

Book a free consultation → Call (212) 555-0148

Bring last year's return. We'll take it from there.

A free hour with a partner. You leave with a written scope and a fixed fee.

Book a free consultation → Call (212) 555-0148

Free consultation

An hour with a partner, free.

Bring last year's return and your questions.

Book a free consultation → Call (212) 555-0148

Bring last year's return. We'll take it from there.

A free hour with a partner. You leave with a written scope and a fixed fee.

Book a free consultation → Call (212) 555-0148

Bring last year's return. We'll take it from there.

A free hour with a partner. You leave with a written scope and a fixed fee.

Book a free consultation → Call (212) 555-0148

Bring last year's return. We'll take it from there.

A free hour with a partner. You leave with a written scope and a fixed fee.

Book a free consultation → Call (212) 555-0148
A partner with a client
CPAs for owner-run businesses · New York & Montclair

Stop dreading April. We've got your numbers.

Tax, bookkeeping and advisory with one partner who knows your file, answers within a day and tells you what you owe before you owe it.

Book a free consultation → See our fees
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Tax preparation

Returns planned in November, filed on time.

Business and personal returns, estimates and notices, with one partner on your file.

Book a tax consultation See the fees
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Resources

Guides for the dates that matter We've got your numbers.

Checklists, calendars and plain-English notes from the partners.

Download the checklist

What we take off your desk

Most clients start with one service and add the others once the books are clean. Every engagement is led by the partner you meet at the first consultation.

Book a free consultation →See our fees
Services

What we take off your desk

Most clients start with one service and add the others once the books are clean. Every engagement is led by the partner you meet at the first consultation.

Book a free consultation →See our fees
How we work

Everything in the engagement letter

Before any work starts, you receive a letter that sets out the scope, the deliverables, the fee and the dates. If the scope changes, the letter changes first.

  • A named partner on every engagement
  • A fixed fee, agreed in writing
  • Dates for every filing, sent in November
Book a consultation
How we work

Everything in the engagement letter

We answer within one business day. Send documents through the portal, never by email.

A partner who replies within a day is the whole point.

Book a consultation
Book a free consultation → See our fees
Book a free consultation → Client portal Read the notes

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Terms of use

The articles, calendars and checklists on this site are general information. Reading them, or writing to us through a form, does not create an engagement. An engagement exists only under an engagement letter signed by you and a partner of the firm.

Disclaimer

Nothing on this site is tax, accounting or legal advice for your situation. Tax rules and due dates change; confirm any date or figure with the partner on your file before you act on it.

Questions about these policies

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Before any work starts, you receive a letter that sets out the scope, the deliverables, the fee and the dates. If the scope changes, the letter changes first.

  • A named partner on every engagement
  • A fixed fee, agreed in writing
  • Dates for every filing, sent in November
Book a consultation

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