Modern accounting, tax strategy, and business advisory for individuals and businesses across the Tri-State area.
From tax preparation to strategic business advisory, we provide the expertise you need to thrive.
Strategic tax planning and preparation for individuals and businesses. Maximize deductions while ensuring full compliance.
Learn MoreCloud-based bookkeeping solutions that keep your financial records accurate, organized, and always accessible.
Learn MoreFull-service payroll processing, tax filing, and year-end reporting. Accurate, on-time, every time.
Learn MoreStrategic guidance on entity formation, growth planning, and financial optimization for your business.
Learn MoreExpert representation for audits, notices, and tax disputes. We handle the IRS so you don't have to.
Learn MoreComprehensive financial planning including retirement strategies, investment guidance, and estate planning.
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Based in Yonkers, NY, we combine cutting-edge technology with personalized attention to deliver exceptional financial services across Westchester County, NYC, and the broader Tri-State area.
Our team brings decades of combined experience across various industries, giving us unique insight into the challenges you face.
Real-time access to your financials from anywhere
Direct CPA access whenever you need guidance
We don't just comply — we optimize your finances
Real feedback from the businesses and individuals we serve.
"Safvan and his team transformed our financial operations. Their proactive approach saved us over $40,000 in taxes last year alone."
"Finally found a CPA who actually explains things in plain English. The cloud-based system makes everything so much easier to manage."
"The NY PTET election alone saved our partnership over $25,000. Their knowledge of tri-state tax law is unmatched."
Key changes you should know about for the upcoming tax year.
Updated brackets with $15,300 standard deduction for single filers. New thresholds may impact your tax strategy significantly.
The Qualified Business Income deduction sees new phase-out thresholds. S-Corp and LLC owners should review their strategies.
New York's Pass-Through Entity Tax election deadline approaches. Don't miss out on potential federal tax savings.
Our streamlined process gets you set up and supported in no time.
Schedule a no-obligation call to discuss your financial needs.
We create a tailored service plan with transparent pricing.
Secure document upload and cloud setup — we handle everything.
Year-round access to your dedicated CPA and proactive guidance.
Schedule a free consultation and discover how we can help you save more, stress less, and grow faster.
Schedule Free Consultation