Services
Everything a public accountant in Woodside, NY should do
Fourteen services across business, personal and advisory work. Every one of them is priced in writing before we start, and every one is reviewed by a licensed CPA before it leaves the office.
✓ Fixed fees quoted first✓ Licensed CPA review on everything✓ Year-round, not just filing season
Business
For businesses
Returns, books, payroll and compliance for the businesses of western Queens.
Business
Business Tax Returns
Federal and New York returns for S corporations, C corporations, partnerships and LLCs — prepared, reviewed and e-filed by a CPA.
Business
Small Business Accounting
A finance department for a business too small to hire one: monthly closes, management reporting, and a CPA on the phone when a decision needs one.
Business
Bookkeeping
Clean, reconciled, current books — kept monthly by people who know what the year-end return will need from them.
Business
Payroll
Payroll run, filed and paid on time — federal, New York State and New York City — with the quarterly forms handled as part of it.
Business
NYS Sales Tax
New York State sales tax registration, filing and audit defense — including the vendor-collection rules that catch out most new businesses.
Business
Financial Statements
Compilations, reviews and audit-ready preparation for lenders, landlords, bonding companies and investors.
Personal
For individuals and families
Individual returns, planning, representation and the complicated years.
Personal
Personal Tax Returns
Individual federal, New York State and New York City returns prepared and e-filed by a CPA — including the complicated ones.
Personal
Tax Planning
Planning done in the autumn, when it can still change the outcome — rather than in April, when it can only be reported.
Personal
IRS Representation
Audits, notices, back taxes, liens and payment plans — we deal with the IRS and New York State so that you do not have to.
Personal
Estate & Trust Tax
Estate, trust and fiduciary returns — and help for an executor who has been handed a role nobody trains for.
Personal
ITIN & Foreign Income
ITIN applications, foreign income, FBAR and FATCA reporting — for a neighborhood where a great many households have a connection abroad.
Personal
Retirement Planning
The tax side of retirement — contributions, conversions, withdrawal order and Social Security timing. No products, no commissions.
Advisory
Advisory and setup
Getting the structure and the systems right before they cost you money.
Advisory
Business Formation
Entity selection, formation, EIN, elections and registrations — set up correctly the first time, which is far cheaper than fixing it.
Advisory
QuickBooks Setup
QuickBooks set up properly, migrated cleanly, or repaired after somebody else set it up — plus training for whoever does the entry.
General information, current for the 2026 filing season and not a substitute for advice on your own facts. Tax law changes, and the answer for your situation may differ. Speak to us before acting on anything you read here.
Not sure which you need
Tell us the problem, not the service
Most people call describing a situation rather than a service, and that is the right way round. Twenty minutes on the phone is usually enough for us to tell you what you actually need — including when the answer is nothing.