0% Financing|Monthly Business Packages, Personal Financial Planning & Tax Resolution!

The Firm of Sheldon L Richards CPA

CALL (646) 718-5912

  • HOME
  • WHAT WE DO
    • TAX PREPARATION
    • TAX PLANNING
    • FINANCIAL PLANNING
    • TAX RESOLUTION SERVICES
    • AUDIT-REVIEW-COMPILATION
    • ACCOUNTING SOLUTIONS
    • BOOKKEEPING
    • PART-TIME CFO
    • U.S. EXPAT TAX FILING
    • PAYROLL SERVICES
    • SALES & USE TAXES
    • ALL TAX SERVICES
    • NEW BUSINESS STARTUP
    • FBAR REPORTING
    • BANK LOAN ASSISTANCE
    • CASH FLOW MANAGEMENT
  • WHO WE SERVE
    • Mid-Career| Founders| HNW
    • Physicians & Dentists
    • Influencers | Creators
    • Bitcoin Investors
    • Cannabis Owners
    • Lawyers & Law Firms
    • Hotel Owners & Investors
    • Franchise Operators
    • Real Estate Investors
    • E-Commerce & Sellers
    • Retail Owners
  • ABOUT US
    • The Firm
    • The Owner & Principal CPA
    • Why Choose A CPA
    • Verified Client Reviews
    • FAQs
  • PRICING
    • Pay My CPA Invoice
    • NYC Tax Pricing
    • NYC Business Pricing
    • NYC Financial Planning
    • NYC Startup CPA Pricing
  • RESOURCES
    • Refund Status | Pay IRS
    • Client Portal
    • Blog
    • Case Study #1
    • Case Study #2
    • Tax Withholding Estimator
    • Financial Calculator
  • GET A QUOTE
  • More
    • HOME
    • WHAT WE DO
      • TAX PREPARATION
      • TAX PLANNING
      • FINANCIAL PLANNING
      • TAX RESOLUTION SERVICES
      • AUDIT-REVIEW-COMPILATION
      • ACCOUNTING SOLUTIONS
      • BOOKKEEPING
      • PART-TIME CFO
      • U.S. EXPAT TAX FILING
      • PAYROLL SERVICES
      • SALES & USE TAXES
      • ALL TAX SERVICES
      • NEW BUSINESS STARTUP
      • FBAR REPORTING
      • BANK LOAN ASSISTANCE
      • CASH FLOW MANAGEMENT
    • WHO WE SERVE
      • Mid-Career| Founders| HNW
      • Physicians & Dentists
      • Influencers | Creators
      • Bitcoin Investors
      • Cannabis Owners
      • Lawyers & Law Firms
      • Hotel Owners & Investors
      • Franchise Operators
      • Real Estate Investors
      • E-Commerce & Sellers
      • Retail Owners
    • ABOUT US
      • The Firm
      • The Owner & Principal CPA
      • Why Choose A CPA
      • Verified Client Reviews
      • FAQs
    • PRICING
      • Pay My CPA Invoice
      • NYC Tax Pricing
      • NYC Business Pricing
      • NYC Financial Planning
      • NYC Startup CPA Pricing
    • RESOURCES
      • Refund Status | Pay IRS
      • Client Portal
      • Blog
      • Case Study #1
      • Case Study #2
      • Tax Withholding Estimator
      • Financial Calculator
    • GET A QUOTE

CALL (646) 718-5912

The Firm of Sheldon L Richards CPA
  • HOME
  • WHAT WE DO
    • TAX PREPARATION
    • TAX PLANNING
    • FINANCIAL PLANNING
    • TAX RESOLUTION SERVICES
    • AUDIT-REVIEW-COMPILATION
    • ACCOUNTING SOLUTIONS
    • BOOKKEEPING
    • PART-TIME CFO
    • U.S. EXPAT TAX FILING
    • PAYROLL SERVICES
    • SALES & USE TAXES
    • ALL TAX SERVICES
    • NEW BUSINESS STARTUP
    • FBAR REPORTING
    • BANK LOAN ASSISTANCE
    • CASH FLOW MANAGEMENT
  • WHO WE SERVE
    • Mid-Career| Founders| HNW
    • Physicians & Dentists
    • Influencers | Creators
    • Bitcoin Investors
    • Cannabis Owners
    • Lawyers & Law Firms
    • Hotel Owners & Investors
    • Franchise Operators
    • Real Estate Investors
    • E-Commerce & Sellers
    • Retail Owners
  • ABOUT US
    • The Firm
    • The Owner & Principal CPA
    • Why Choose A CPA
    • Verified Client Reviews
    • FAQs
  • PRICING
    • Pay My CPA Invoice
    • NYC Tax Pricing
    • NYC Business Pricing
    • NYC Financial Planning
    • NYC Startup CPA Pricing
  • RESOURCES
    • Refund Status | Pay IRS
    • Client Portal
    • Blog
    • Case Study #1
    • Case Study #2
    • Tax Withholding Estimator
    • Financial Calculator
  • GET A QUOTE

NYC Tax Services – Transparent CPA Pricing

Personal Tax Preparation in New York [Starting at $395]

 

✅ Included in Base Price 

  • Federal, State, and Local
  • Standard Itemized Deductions & Credit Optimization
  • W-2 Income Reporting
  • Basic 1099 Income (Interest, Dividends, Miscellaneous)
  • Tax Filing for Retirees & Seniors


➕ Add-On Services (Additional Fees Apply)


Income & Business Add-Ons

  • Freelancer & Self-Employment Income (1099-NEC) – From: $150 to $300
  • Rental Property Tax Reporting – From: $200 to $400
  • Multi-State Individual Tax Filing – From: $200 to $400 per additional state
  • Amended Tax Returns – From: $150 to $300
  • IRS Correspondence & Resolution – From: $300 to $600
  • Year-End Tax Planning – From: $200 to $350


Investment & Equity Compensation Add-Ons

  • RSU (Restricted Stock Units) Reporting – From: $250 to $450
  • ISO (Incentive Stock Options) Strategy & Filing – From: $300 to $500
  • NSO (Non-Qualified Stock Options) Reporting – From: $250 to $450
  • Stock Sales & Brokerage Account Reporting – From: $200 to $400


Digital Asset Add-Ons

  • Crypto & Digital Currency Tax Filing – From: $300 to $600
  • NFT & Tokenized Asset Reporting – From: $250 to $500


Advanced Tax Optimization

  • State and Local Tax (SALT) Optimization – From: $250 to $450
  • High-Income Tax Strategy Consultation – From: $350 to $600

Business Tax Preparation in New York [Starting at $600]

Business Tax Services

  • Self-Employment Activities with Personal 1040- $600
  • Corporate Tax Return Filing (Form 1120) – $790
  • S-Corporation Tax Filing (Form 1120S) – $790
  • Partnership Tax Returns (Form 1065) – $790
  • LLC Tax Preparation – From: $550 to $850
  • State and Local Tax (SALT) Compliance – Included
  • Estimated Tax Payments & Planning – From: $200 to $400 per session
  • Business Deductions & Credits Optimization – Included
  • IRS & NYS Audit Support – From: $750 to $1,500
  • Year-End Tax Planning – From: $350 to $600
  • Multi-State Tax Filing – From: $200 to $400 per additional state

IRS & NYS Tax Resolution Services in New York — Consultation Starting at $300

 

✅ Included in Base Consultation ($300–$500)

  • Review of IRS or NYS notices
  • Tax account transcript analysis
  • Strategic resolution planning
  • Initial communication with IRS or NYS

➕ Add-On Tax Resolution Services (Additional Fees Apply)

  • IRS Audit Representation – From: $750 to $1,500
  • NYS Audit Representation – From: $700 to $1,400
  • Back Tax Filing (Multiple Years) – From: $250 to $600 per year
  • Installment Agreement Setup – From: $400 to $750
  • Offer in Compromise (OIC) Preparation – From: $1,200 to $2,500
  • Penalty Abatement Requests – From: $350 to $700
  • Wage Garnishment Release – From: $500 to $900
  • Bank Levy Release – From: $500 to $900
  • Tax Lien Resolution – From: $450 to $850
  • Innocent Spouse Relief Filing – From: $600 to $1,200
  • SALT (State and Local Tax) Resolution & Optimization – From: $400 to $800
  • Crypto & Digital Asset Tax Resolution – From: $500 to $1,000
  • Equity Compensation (RSU, ISO, NSO) Resolution – From: $450 to $900

Tax Planning Services in New York | Beginner & Advanced Packages

Maximize your tax savings and stay compliant with expert CPA-led tax planning services. Whether you're just starting out or managing complex financials, our packages are designed to meet your needs and help you thrive in New York City’s dynamic business environment.

🟢 Beginner Tax Planning Package

Perfect for individuals, freelancers, and new business owners.

Price: $750 one-time or $150/month
Includes:

  • Basic income tax strategy session
  • Entity structure review (LLC vs. S-Corp)
  • Estimated tax calculation & filing guidance
  • NYC-specific deductions & credits
  • One-on-one consultation (1 hour)


🔵 Advanced Tax Planning Package

Ideal for established businesses, high-income individuals, and investors.

Price: $2,500 one-time or $500/month
Includes:

  • Comprehensive tax strategy & optimization
  • Multi-entity tax planning
  • Retirement & investment tax strategies
  • Audit risk reduction planning
  • Quarterly tax reviews & updates
  • Dedicated CPA support

  • HOME
  • TAX PREPARATION
  • TAX RESOLUTION SERVICES
  • AUDIT-REVIEW-COMPILATION
  • ACCOUNTING SOLUTIONS
  • PART-TIME CFO
  • PAYROLL SERVICES
  • SALES & USE TAXES
  • NEW BUSINESS STARTUP
  • The Firm
  • The Owner & Principal CPA
  • Why Choose A CPA
  • Verified Client Reviews
  • FAQs
  • Pay My CPA Invoice
  • NYC Tax Pricing
  • NYC Business Pricing
  • NYC Financial Planning
  • NYC Startup CPA Pricing
  • Refund Status | Pay IRS
  • Client Portal
  • Blog
  • Case Study #1
  • Case Study #2
  • Tax Withholding Estimator
  • Financial Calculator
  • GET A QUOTE

The Firm of Sheldon L. Richards, CPA, MS

353 Lexington Avenue, New York, NY 10016

646-718-5912

 ​©️​ 2026

Partnership With Affirm!

I've partnered with Affirm so that you can pay for your preferred service over time. Plus, I'll refund the finance fee charged by Affirm, so that it does not cost you extra! 0% financing is perfect for:

  • Monthly Business Packages for Self-Employed Individuals 
  • Personal Financial Planning 
  • Tax Resolution and Unfiled Tax Returns for multiple years


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