Free consultation

An hour with a partner.
Free.

Bring last year's return and your questions. You leave with a written scope and a fixed fee, whether or not you hire us.

★★★★★4.9 from 212 Google reviews

Request your hour

A partner replies within one business day.
Trusted by 400+ owner-run businessesWalsh DentistryHayes Building Co.Russo's TrattoriaHollis StreetRiverside PantryGarden State Ortho

What the hour covers

Four things, in this order. You leave with all of them in writing.

  1. 1

    Your last return

    What it says, and what it missed.

  2. 2

    This year so far

    Income, estimates and what's coming.

  3. 3

    Your next deadline

    What is due next, and who sends what.

  4. 4

    Your fixed fee

    The scope and the price, in writing.

Dr. Megan Walsh in her practice
★★★★★
“I booked the free hour to get a second opinion. I left with a fixed fee and a plan for the year.”

Dr. Megan Walsh

Walsh Family Dentistry · client since 2019

What our clients say

Owner-run businesses from Manhattan to Montclair, in their own words.

4.9 212 reviews on Google

  • We used to find out what we owed in April. Now Daniel walks us through it every quarter and the number never surprises us.

    Dr. Paul Kessler

    Kessler Family Dental, Montclair

  • Job costing finally matches what happens on site. Our bonding company asked who does our books, which has never happened before.

    Marcus Hayes

    Hayes Building Co., Queens

  • Tips, payroll and sales tax used to eat my Sundays. Now the books close by the tenth and I spend Sundays in the kitchen.

    Tony Russo

    Russo's Trattoria, Hoboken

  • Denise's team made our first audit calm. Our board got a clean opinion and our grantors got their reports early.

    Laura Bennett

    Executive director, Riverside Pantry

  • They set up our inventory accounting before the holidays and caught a sales tax problem that would have cost us thousands.

    Jessica Hollis

    Owner, Hollis Street Boutique

  • Six rentals, two LLCs and a 1031 exchange. Robert keeps it all straight and I know my estimated payments before I ask.

    Michael Grant

    Real-estate investor, Brooklyn

Questions clients ask

Is it really free?

Yes. No card, no obligation, and the written scope is yours to keep whether or not you hire us.

Office or video?

Either. Our Manhattan or Montclair office, or a video call at a time that suits you.

What should I bring?

Last year's return and anything the IRS or your state has sent you. Books or a profit and loss help if you run a business.

Who will I meet?

A partner who signs returns, not a salesperson. If you hire us, the same partner stays on your file.

Your hour is free. The plan is yours to keep.

A partner replies within one business day with two or three times.

Request your hour