Tax Preparation & Tax Resolution

Tax preparation for federal and state made easy!

Tax Advisory & Planning

Step beyond tax filing to optimize your taxes.

Mortgages & Financial Services

Our tax planning services are tailored to implement both fundamental and advanced tax strategies

About Us

Shiva Kalipersadsingh has over twenty-five years of experience in individual and corporate tax preparation and compliance, financial consulting, including business planning, and advisory services. His experience includes a broad range of industries specializing in, mortgage financing, construction, real estate, law practices, insurances brokers, wholesale, retail, medical and dental practices, the self-employed, entertainment and the simple W-2 employee.

1500+

Individual Clients

300+

Cooperation and Small to Medium Business
25+
Our vision

our Services

Tax Preparation & Tax Resolution

Tax preparation for federal and state made easy! Our team of experienced professionals and comprehensive resources guarantee stress-free tax season for both individuals.

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Tax Preparation & Tax Resolution

Tax preparation for federal and state made easy! Our team of experienced professionals and comprehensive resources guarantee stress-free tax season for both individuals.

Tax Advisory
Planning

Step beyond tax filing to optimize your taxes. Our strategic planning aims to minimize tax liabilities, ensure seamless implementation, and provide year-round tax advisory support.

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Tax Advisory
Planning

Step beyond tax filing to optimize your taxes. Our strategic planning aims to minimize tax liabilities, ensure seamless implementation, and provide year-round tax advisory support.

Mortgages & Financial
Services

We work directly with United Mortgage Bankers, helping our clients with their financing needs in all fifty states. Whether you are considering your first home,...

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Mortgages & Financial
Services

We work directly with United Mortgage Bankers, helping our clients with their financing needs in all fifty states. Whether you are considering your first home,...

EZ Advisory & Estate Planning

Protect your legacy and your loved ones. At EZ Estate Planning, we guide you through the complete estate planning process—from start to finish. Our team helps you establish essential documents,

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EZ Advisory & Estate Planning

Protect your legacy and your loved ones. At EZ Estate Planning, we guide you through the complete estate planning process—from start to finish. Our team helps you establish essential documents,

our Specialties

Bookkeeping

Mortgages

Small Business

Marijuana

Medical/Dentist

Payroll

Real Estate

Rental Property

Restaurants

Sales Tax

Tax Resolution

Self Employed

Recent Success Stories

First Slide

Business Owner

Oceanside, NY 492K+ in unreported income. IRS Criminal Investigation Case. Settled for $35,292.

First Slide

Business Owner

Great Neck, NY 186K in Federal Tax and 23K NYS Taxes, Audit Reconsideration. Settled for $2600.

First Slide

Business Owner

Great Neck, NY186K in Federal Tax and 23K NYS Taxes. Audit Reconsideration. Settled for $2600. Business Owner, Elmont, NY133K Fed Income Tax, Federal Tax Liens. Pay down of Taxes, Installment agreement. Liens released.

First Slide

W-2 Employee

Southampton NY32K owed to NYS. Audit Reconsideration. Settles for Zero.

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W-2 Employee

Westbury NY 296K in Federal Taxes & 54K in NYS Taxes. Innocent Spouse relief.

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W-2 Employee

Brooklyn NY 54K+ Federal Taxes. 010 with IRS appeals, Client pays $100 per month. W-2 Employee & Business Owner. Massapequa NY 33K+ Federal Income Tax. Currently Not Collectable.

First Slide

W-2 Wage Levy Garnishment

Bayshore NY35K Federal Income Tax. Financial Hardship — Levy Release.

Pricing plans

Individual

 

  • Form 1040 & NYS/NJS: ($300 – $350)
  • Form 1040 Itemizing & NYS/NJS: ($350-$450)
  • Schedule C (SMLLC) -$250
  • Schedule D – ($50 – $100)
  • Schedule E (each rental unit) ($300-$450)
  • Other Federal Form: $25 per filing/form
  • Other state returns: $100 +$55 (Software)

Business

 

  • Partnership ($1,200-$2,500)
  • S-Corporation ($1,200-$2,500)
  • C- Corporation ($1,200 – $2,500)
  • 706/709 Gift Tax Returns $600
  • 1041 Estate Tax Returns $750
  • 990’s Not for Profit & NYS CHAR-500 ($750-$2,500)
  • 941 & NYS-45(Qtr) (Single Owner S-Corp) ($250)
  • 940 & W-2’s (Single Owner S-Corp) ($250)

Advisory

 

  • Hourly consultation – $300

How Does It Works?

Book A Call

Schedule your Free Complimentary Call. Then shift from wondering what’s possible to mapping out what comes next.

Onboarding

Once we’ve decided working together is a good fit, we will walk you through each step of the onboarding process and get you set up to soar.

Win

Finally, we’ll use all the information you provided to make a plan to save you money on your taxes and help you keep more of your money.

Stop Worrying About Taxes. Start Planning Your Wealth.

Financial management is often viewed as a continuous fight against deadlines, audits, and complicated forms. Business owners and wealthy individuals should not only expect compliance but also a strategy partner who can keep their investments safe and grow them throughout the year. Our company offers such guidance that is already in place. Our practice is a firm that is dedicated to turning financial problems into chances for improvement. We view the tax season as just the tip of the iceberg in providing complete tax advisory and planning services. The competent staff that we have is dedicated to carrying out sophisticated techniques that not only reduce your tax burdens but also guarantee smooth financial transactions.

The pattern we use is based on more than twenty-five years of experience; hence, personalized support is given to every client. We provide total financial certainty. No matter if you require the assistance of a tax preparer, tax resolution, light touch advisory, or estate planning, we have the know-how. Our service merges tax strategy with the long-run goal of wealth creation. The integration of this method is the foundation of the overall financial health and security that lasts. Rely on us for the Certified Public Accountant in NY expertise that always prioritizes your future.

Property Taxes

Strategic Services for Maximum Gain

We don’t just file papers; we build financial frameworks. Our services are designed to address the full spectrum of your financial life, from daily bookkeeping to legacy protection.

Tax Optimization and Compliance

We provide a wide range of services to ensure that you are not only compliant with tax regulations but also in a good financial position:

  • Tax Preparation: Our tax service takes care of federal and state tax returns for individuals and business entities of any type.
  • Tax Resolution: We offer great help in matters like IRS Audit Representation, getting the Offer in Compromise, and other limitations, such as tax liens and wage garnishments.
  • Advisory: Our Tax Advisory & Planning encompasses all the good and great ways to enhance your tax profile by utilizing both basic and elaborate tax strategies.

Financial and Legacy Planning

We help secure both your capital needs and your family’s future:

  • Mortgages & Financial Services: We assist with financing needs across all fifty states, working directly with United Mortgage Bankers for services like Refinance Services.
  • Estate Planning: Our EZ Advisory & Estate Planning protects your assets. We help establish essential documents like Living Will Services and manage Federal Estate Planning Services.
  • Retirement Planning Services: We guide you in building a secure future beyond your active working years.

Expertise for Every Entrepreneur

We specialize in supporting the unique needs of small businesses and specialized industries.

  • Small Business Support: We offer Small Business Tax Preparation & Planning Services and specialized Self-Employed Accounting Services.
  • Operational Services: We handle essential tasks, including Online Bookkeeping and Payroll services.
  • Business Formation: We guide you through setting up the right legal structure, including LLC Company Formation Services and S Corp formation Services.
  • Industry Expertise: Our experience spans a broad range, including Real Estate, Medical/Dental Practices, Construction, and Restaurants.
tax-preparation-services

Your Trusted Certified Public Accountant in NY

We see financial partnership as a proactive rather than a reactive approach. We promise to deliver to you the all-inclusive, combined support that will help you to reap the maximum savings and take the minimum risk. We have two decades of experience as your exclusive Certified Public Accountant in NY. Transform your stress management into successful negotiation. Arrange your Free Consultation Call today to design your financial future.

Frequently Asked Questions (FAQs)

The main objective is to legally reduce your total tax liability over time.
A business should analyze its bookkeeping records at least weekly for precise financial control.
No, an OIC is generally utilized to pay off a tax debtor's uncollected income tax liability for a lesser amount.
The main advantage is that it may result in a lower tax bill on self-employment income by using the distribution method for some income.
A Living Will legally specifies your medical treatment preferences in case you become unable to express them.

Contact Form

We Will Answer Your Questions As Soon As Possible