Services

Four services, one partner,
one fixed fee.

Most clients start with tax or bookkeeping and add the rest once the books are clean. Whatever you pick, the same partner stays on your file.

Book a free consultation →See our fees
A partner in the office with a client's books closed for the month

What every client gets

Whether you start with one return or the full monthly close, these come with it.

  • A fixed fee, in writing

    Your engagement letter sets the price before work begins, and it doesn't change mid-year.

  • One named partner

    The partner you meet at the consultation stays on your file and signs your return.

  • A reply within one day

    Every email and portal message gets a partner's answer by the next business day.

  • A secure client portal

    Upload, sign and track documents in one encrypted place, never in email threads.

  • A November planning call

    We plan your tax year before it ends, so April holds no surprises.

  • Books closed by the 10th

    Reconciled every month and reviewed by a partner before the numbers reach you.

How a new client starts

About two weeks from the first call to the first close.

  1. 1

    Free consultation

    An hour with a partner, at our office or by video.

  2. 2

    Fixed-fee letter

    Scope and price agreed in writing before we start.

  3. 3

    Secure onboarding

    Portal invite and a checklist of what we need.

  4. 4

    Your monthly rhythm

    Books closed by the 10th, a partner call each quarter.

Compare engagements

Everything each fee covers

Every engagement has a named partner and a fixed fee, agreed in writing before work begins.

What’s included

Personal tax

For individuals and families

$1,200 / year

Book a tax consultation
Most chosen

Books & tax

For owner-run businesses

$950 / month

Book a consultation

Advisory

For owners planning growth

$1,800 / month

Talk to an advisor
Tax returns
Federal and state income tax returnsIndividual returns for you and your spouse, e-filed.
Included
Included
Included
Business returnsForm 1120-S, 1065 or Schedule C, with the K-1s.
Not included
Included
Included
Quarterly estimate planning
Once a year
Every quarter
Every quarter
IRS and state notice responseWe answer the letter and deal with the agency for you.
Included
Included
Included
Books and payroll
Monthly bookkeeping and reconciliations
Not included
Included
Included
Books closed by the 10th
Not included
Included
Included
Payroll and sales-tax filings
Not included
Included
Included
Year-end 1099s and W-2s
Partly includedAdd-on
Included
Included
Advice
Planning calls with your partner
1 a year
4 a year
12 a year
Rolling cash-flow forecastTwelve months ahead, updated after every close.
Not included
Not included
Included
Entity and owner-pay review
Partly includedOn request
Included
Included
Lender and board packs
Not included
Partly includedYear end
Included
What’s included
Book a tax consultation
Book a consultation
Talk to an advisor

Fees are starting points. Your engagement letter fixes the figure before work begins.

What our clients say

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

4.9 212 reviews on Google Read all reviews

  • 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

Before you book

Anything else goes to your partner at the consultation.

Do I have to use all of your services?

No. Most clients start with one. The engagement letter lists only what you ask for.

Which bookkeeping software do you work in?

We work in the software you already use, and we can recommend one if you are starting fresh.

Can you take over mid-year?

Yes. We start with a catch-up close and agree the fee for it separately in the letter.

Do you file state returns?

Yes, for every state where you or your business has a filing requirement.

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