Services

Business Advisory

Strategic guidance on entity formation, payroll, budgeting, and financial planning.

Four pillars

These are the topic areas where 30+ years of New York tax and accounting experience produces the highest leverage for a small business or self-employed taxpayer.

Entity formation

Choosing between sole proprietorship, partnership, LLC, S-corp, or C-corp has long-term tax and operational implications. We walk through the trade-offs and help you set up the entity that fits your situation.

Payroll

Setting up payroll correctly from day one is one of the highest-leverage decisions a new business makes. We advise on payroll systems, employer tax obligations, and reasonable compensation for owner-employees of S-corps.

Budgeting

Cash-flow forecasts and operating budgets that match the rhythm of your business. We work with the books we already keep for you (or the ones you bring in) and build budgets you can actually use.

Financial planning

Long-horizon planning for the business and the owner: retirement plan selection (SEP-IRA, Solo 401(k), SIMPLE), college savings, and tax-efficient ways to extract earnings from the business.

How advisory engagements start

Every advisory engagement begins with a free consultation. We review where the business is today, where you want it to be in one to three years, and which pillar above will give you the biggest near-term return. From there we agree on a scope and a cadence (one-time review, quarterly check-in, or year-round partnership). Call (718) 726-0333 or request a consultation to start.

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