Accountant
New York–based tax services firm specializing in complex tax compliance and strategic planning for individuals and small businesses.
I am the founder of a tech-driven tax services firm based in New York City, serving small businesses and individuals across a wide range of industries. My client base includes professionals in finance, law, healthcare, technology, real estate, consulting, executives, and U.S. taxpayers with foreign or expatriate considerations. I have been working in the tax services industry since 2013, with many years of experience at a boutique Manhattan CPA firm, where I specialized in complex tax compliance and strategic tax planning for high-net-worth individuals and their closely held businesses. In addition to tax services, I provide automation and process-optimization solutions for businesses seeking to improve efficiency and reduce operational friction. With formal training as a software engineer, I bring a unique blend of technical expertise and tax knowledge to deliver modern, streamlined solutions for today’s businesses. My ideal client values premium tax services and seeks a CPA who is highly technical, proactive, and experienced in handling complex individual and business tax matters. They appreciate thoughtful planning, clear communication, and modern, efficient processes.
Individual Tax Services — $1,000–$10,000/year: Preparation, Compliance, Planning & Consulting || Business Tax Services — $2,000–$12,000/year: Preparation, Compliance, Planning & Consulting
2 packages · $1k–$12k/yr