Looking For Year-Round Advice You Can Trust From a Proactive New York CPA?

WE GET IT.
AND WE CAN HELP.

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

Business Tax Preparation

We’ll map out a strategy tailored to your unique business, ensuring growth while keeping tax liabilities in check.

QuickBooks Services

Let us set up QuickBooks for you, helping you avoid days (or potential weeks) of hassle and aggravation!

Individual Tax Preparation

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Stop missing out on potential deductions that could be saving you big money!

Proactive Tax Strategy Comprehensive Accounting Services

If your CPA only reaches out in April, they are just reporting the past. They file returns on money you spent months ago, missing the window to lower your tax burden and protect your profit.

At Feldman Financials CPA, we step in before you make major financial moves. We focus on active tax planning to lower what you owe, adjusting your setup throughout the year so you keep more of your revenue. From entity structure optimization to multi-state filing, we handle the strategy and compliance needed to protect your bottom line.

How We Manage Your Tax Strategy

As a small business tax advisor, we sync your tax strategy directly with your daily accounting. Rather than waiting for year-end, we review your financial activity as it happens so you can make hiring, equipment, and investment decisions with complete visibility into the tax impact.

We handle your complete financial back office, including:

Advanced tax planning and entity structure strategy

Corporate, individual, and multi-state tax filing

Monthly or quarterly QuickBooks reviews

Sales tax compliance and payroll coordination

Integrated estate and retirement planning

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