Tax planning, outsourced CFO and accounting services, tax preparation and financial coaching for small businesses and their owners, from a Certified Public Accountant and Certified Tax Planner in Brooklyn, New York.
Complimentary consultations are available to new clients. We reply within 1 to 2 business days.
Tax Day is April 15. The best time to plan is before the deadline, not after it.
Most people meet their accountant once, in April. We work with you across the whole calendar, so every deadline is expected and every move that lowers your tax gets made in time.
Close the books on last year.
Reconcile accounts and gather records for preparation.
Business returns filed or extended.
Individual and C corp returns, plus the Q1 estimated payment.
Review last year's return and set this year's strategy.
Check that estimates match how the year is going.
Compare actuals to the budget and adjust.
Short-term and long-term forecasting for what comes next.
Extended S corp and partnership returns filed.
Final filing window for extended personal returns.
Choose the strategies that still apply this year.
Most moves that lower this year's tax must happen by now.
Dates shown are the usual federal deadlines. When a date falls on a weekend or holiday, the deadline moves to the next business day. New York State dates can differ, and we track those for you too.
Six services, one point of contact. Everything from the first LLC filing to a year-round CFO relationship, handled by a CPA who already knows your numbers.
CPAIryna Stepanchuk is a Certified Public Accountant with comprehensive industry knowledge and hands-on experience supporting small and mid-sized businesses and their owners in tax, accounting and business operations. She is also a Certified Tax Planner, Certified Tax Coach and Certified Tax Strategist, designations earned from the American Institute of Certified Tax Planners through intensive training and hours of tax planning work for clients.
Her commitment to immaculate service is why she keeps expanding her knowledge in taxation, accounting, budgeting and forecasting, financial planning, payroll and HR management and business operations through continuing education.
As a small business owner I consider Iryna my "lifeline". She steers me in the right direction and most importantly catches me BEFORE I fall.
Iryna and her team have been wonderful to work with. They are hardworking, extremely diligent and have helped streamline our bookkeeping and tax strategy. I would highly recommend them.
One thing we would never do is our own taxes. We knew we needed someone who was knowledgeable in business taxes and, more importantly, familiar with working with professional photographers. Working with Iryna has been seamless, efficient and hassle free. She ensures we are properly keeping track of our finances and checks in with us regularly.
An S corp election can save a growing business real money, but it is not right for everyone. Here is how New York owners can tell whether it fits, and what to do before the new year.
Read the postClean books make tax season calmer and year-end planning possible. Use this checklist to close out your year with confidence, and see where a bookkeeper can take the work off your plate.
Read the postDecember 31 is closer than it looks. Here are the moves Brooklyn business owners can still make this year to legally lower their tax bill, and how to tell which ones fit your situation.
Read the postComplimentary consultations are available to new clients. Tell us a little about your business and we will get back to you within 1 to 2 business days.