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When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

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TAX PREPARATION

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

TAX PLANNING

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

IRS AUDIT REPRESENTATION

Don’t go it alone! We’re your ally and representative in an IRS audit.

Use These Financial Reports For Business Decisions By Claudine Powell Phillip

Just in time for the weekend, the IRS issued Friday-evening guidance about the overly-hyped (at first) payroll tax "holiday".There was initial hope that this might be a great shot-in-the-arm for NYC businesses and employees, but given how the thing is structured, and...

How Your NYC Company Can Do More With Less Time

If you didn't get a chance to do this before, would you shoot me back a quick note through the email button at the top of the page? I'd like to hear from you...How are things going for your NYC business right now?I'd like to get just a few sentences about what you are...

How NYC Businesses Get More Done With Less Time

Would you shoot me a note?How are things going for your NYC business right now?Doesn't have to be long ... just a little status update, is all. There might be some things we can do to help, if needed (or traps we can help you avoid if things are rolling along...

How NYC Businesses Can Market More Effectively In This New Normal

I have some ideas for NYC small business owners to chew on today about how to connect more clearly and deeply with your clients and prospects, but before I get there, some news:There is still no word about automatic PPP forgiveness for smaller loans (under $150K), and...

PPP Forgiveness Reminders For NYC Businesses

Doing business in the summer of 2020 sure ain't easy.I have NYC clients all over the spectrum -- some whose businesses are on their last legs because of social restrictions and lockdowns, some who are hanging steady, and some who have found ways to grow.Many have...

Passing Down Your NYC Family Business

There is talk right now that Congress might enact automatic forgiveness for all PPP loans under $150K. This would be a sigh of relief for NYC small businesses (and their accountants!) everywhere. Nothing has been passed, but it's under strong consideration.And, in...

Solving Problems in NYC Businesses with Effective Solutions

There's this idea out there among many wannabe NYC business owners that they have to come up with the next completely fresh idea in order to have a great business. Shows like Shark Tank (which I love) go towards creating this kind of mindset - although the sharks do a...

Three Keys To Shorter Meetings For Your Business

Last week I wrote about working less and testing the 80/20 hypothesis for your NYC business work cycle. I'd love to know if you had a chance to consider putting this into practice, send us an email using the email icon at the top right-hand corner of our site when you...

A Few More Common Marketing Mistakes Made By Businesses

Seeing what has happened in our nation's fourth-largest city has been a sobering reminder of the fragility of life, and business. It's helpful to be reminded that threats and disasters can (and do) strike from directions that you might least expect. And while this is...

Keeping Your Business Focused On Revenue Growth and Customer Retention

We've been talking about meetings, efficiency, and how NYC small business owners simply have to stay laser-focused on tasks that will bring them and their business towards actually achieving their goals. Especially with all of the political and cultural chaos we're...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!