New York CPA Services with Transparent Pricing

Business Tax Services in New York — $550 to $1,200

✅ Business Tax Services

Corporate Tax Return Filing (Form 1120) – From: $650 to $1,200
S-Corporation Tax Filing (Form 1120S) – From: $600 to $1,000
Partnership Tax Returns (Form 1065) – From: $575 to $950
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

Individual Tax Preparation Services in New York— Base Price: $250 to $450

✅ Included in Base Price ($250–$450)

Federal & New York State Tax Return Filing
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

LITE BUSINESS PACKAGE ($125 per month)

Affordable monthly bookkeeping and tax services for small businesses and sole proprietors in New York with fewer than 200 transactions per month. Our streamlined package is $125/month and includes essential financial tracking, annual tax preparation, tax planning, and compliance support. Ideal for startups, freelancers, and micro-businesses seeking professional guidance without the high costs.

For businesses with under 200 transactions/month:

Monthly transaction categorization and reconciliation
Profit & loss and balance sheet reporting
Quarterly tax estimate calculations
Annual Business Tax Preparation
Annual Personal Tax Preparation
Proactive Tax Planning for Business and Personal
Basic email support and document uploads
IRS & NYS compliance monitoring

BOLD BUSINESS PACKAGE ($208 per month)

Affordable monthly bookkeeping and tax services for small businesses and sole proprietors in New York with fewer than 200 transactions per month. Our streamlined package is $208/month and includes essential financial tracking, annual tax preparation, tax planning, and compliance support. Ideal for startups, freelancers, and micro-businesses seeking professional guidance without the high costs.

For businesses with under 200 transactions/month:

Monthly transaction categorization and reconciliation
Profit & loss and balance sheet reporting
Quarterly tax estimate calculations
Retirement Planning for up to 2 business owners
Annual Business Tax Preparation
Annual Personal Tax Preparation
Proactive Tax Planning for Business and Personal
Basic email support and document uploads
IRS & NYS compliance monitoring

BRONZE BUSINESS PACKAGE ($249 per month)

Designed for growing small businesses and sole proprietors in New York, our Monthly Bookkeeping & Tax Services package supports up to 400 transactions per month. At $249/month, this plan includes detailed transaction categorization, monthly reconciliations, financial reporting, and quarterly tax estimates. This package also offers annual tax preparation, tax planning, and other key services. Ideal for businesses with expanding operations, this package ensures accurate records, IRS and NYS compliance, and tax-ready financials without the overhead of an in-house accounting team.

For businesses with up to 400 transactions/month:

Monthly transaction categorization and reconciliation
Profit & loss and balance sheet reporting
Quarterly tax estimate calculations
Retirement Planning for up to 2 business owners
Annual Business Tax Preparation
Annual Personal Tax Preparation
Proactive Tax Planning for Business and Personal
Basic email support and document uploads
IRS & NYS compliance monitoring

SILVER BUSINESS PACKAGE ($419 per month)

Ideal for small businesses and sole proprietors in New York managing up to 600 transactions per month. Priced at $419/month, this all-inclusive plan covers detailed monthly bookkeeping, quarterly tax estimates, and full annual tax preparation and planning. Designed for businesses seeking year-round financial clarity and tax efficiency, this package ensures accurate records, proactive strategy, and full IRS and NYS compliance—without the cost of an in-house accounting team.

For businesses with up to 600 transactions/month:

Monthly transaction categorization and reconciliation
Profit & loss and balance sheet reporting
Quarterly tax estimate calculations
Retirement Planning for up to 2 business owners
Annual Business Tax Preparation
Annual Personal Tax Preparation
Proactive Tax Planning for Business and Personal
Basic email support and document uploads
IRS & NYS compliance monitoring

GOLD BUSINESS PACKAGE ($1,000 per month)

Tailored for high-activity small businesses and sole proprietors in New York managing up to 800 transactions per month. Priced at $1,000/month, this comprehensive solution includes full-service bookkeeping, monthly reconciliations, detailed financial reporting, quarterly tax estimates, and complete annual tax preparation and strategic tax planning. Ideal for service-based businesses, consultants, and online sellers with moderate to high volume, this package ensures IRS and NYS compliance, proactive tax strategy, and year-round financial clarity—without the cost of a full-time accounting department.

For businesses with up to 800 transactions/month:

Monthly transaction categorization and reconciliation
Profit & loss and balance sheet reporting
Quarterly tax estimate calculations
Retirement Planning for up to 2 business owners
Annual Business Tax Preparation
Annual Personal Tax Preparation
Proactive Tax Planning for Business and Personal
Basic email support and document uploads
IRS & NYS compliance monitoring

📊 Outsourced CPA Controller Services in NYC – Expert Financial Leadership Without the Overhead

Are you a New York City business looking for expert financial leadership without the cost of a full-time hire? Our outsourced controller services, led by licensed CPAs, provide comprehensive financial oversight, strategic planning, and professional tax preparation—all tailored to NYC’s dynamic business environment.

💼 Monthly Outsourced CPA Controller Package – Starting at $3,500/month

Why NYC Businesses Choose Us

✅ CPA-Led Services: Every engagement is managed by experienced Certified Public Accountants.
✅ Tax Preparation & Filing: Accurate, timely tax returns for businesses, partnerships, and nonprofits.
✅ Financial Reporting & Analysis: Monthly statements, cash flow forecasting, and budgeting.
✅ Internal Controls & Compliance: GAAP adherence, audit readiness, and risk mitigation.
✅ Scalable Support: Flexible packages for startups, growing firms, and established enterprises.

Our NYC Controller Services Include:

Supervision/processing of daily bookkeeping and payroll processing
Approval/processing of billing and invoices
Management/processing of accounts payable (AP), accounts receivable (AR), and general ledger
Business tax preparation and filing
Financial statement preparation
Budgeting and forecasting
Cash flow management
Month-end close and reconciliations
Internal control assessments
Audit support and liaison services

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

🚀 New Business Startup Services in New York

🥉 Bronze Package – Startup Essentials

Perfect for solopreneurs and small businesses just getting started.

Price: $499
Includes:

Business entity selection & formation (LLC, S-Corp, etc.)
EIN registration
Basic bookkeeping setup
NYC business license guidance
One-hour startup consultation

🥈 Silver Package – Growth Ready

Ideal for startups seeking structure and scalability.

Price: $1,299
Includes everything in Bronze, plus:

QuickBooks Online setup & training
Monthly bookkeeping (first 3 months)
Sales tax registration & compliance
Basic financial projections
One-page business plan template

🥇 Gold Package – Investor-Ready

Designed for VC-backed startups and founders preparing to scale.

Price: $2,999
Includes everything in Silver, plus:

Custom financial modeling
Pitch deck review & advisory
Tax strategy & planning session
Payroll setup & compliance
Dedicated CPA support for 3 months

🧾 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