Bookkeeping, Accounting & Tax Preparation in New York, NY

We're based in Princeton, NJ and work with clients across the five boroughs, including Manhattan, Brooklyn, Queens, The Bronx and Staten Island. Most work happens by video call, phone and secure document upload, so you don't need to take time off to drop off paperwork.

A senior team of experienced accountants and tax professionals, led by founder Zain Merchant, a member of ACCA (the Association of Chartered Certified Accountants, UK) with Big Four audit and assurance experience. For engagements that require a licensed CPA, we partner with licensed CPAs. You get one point of contact who knows your file.

You choose how you pay. Ongoing bookkeeping and advisory are usually a flat monthly fee, so your cost is predictable. One-off projects like cleanups and catch-up work get a project quote, and we also work on hourly contracts if you prefer to pay as you go. Bookkeeping pricing depends mainly on how many transactions you have each month, the number of accounts, the complexity of your business, and whether your books are kept on a cash or accrual basis. Every engagement is quoted up front after an initial consultation.

Yes. Catch-up bookkeeping and prior-year returns are a regular part of our work. We rebuild the records, reconcile every account and get your filings current.

Yes. We keep books in QuickBooks (Online and Desktop), Xero, Sage, Wave and FreshBooks. Our founder is a QuickBooks ProAdvisor, and we handle QuickBooks setup, cleanup and ongoing bookkeeping in both QuickBooks Online and QuickBooks Desktop. We can also work from spreadsheets and bank statements if you don't use accounting software yet.

For bookkeeping, tell us roughly how many accounts your business has, including bank accounts, credit cards and loans (an estimate is fine). That tells us your approximate monthly transaction volume, which, together with complexity, is what drives bookkeeping pricing. If you know whether your books are on a cash or accrual basis, mention that too; if not, we'll work it out together. For tax returns, have last year's return handy if you can.