Reduce Taxes
Mitigate Risk of Audit
Build Wealth
Stop Paying More Than Your Fair Share
Bronx business owners and medical practitioners face relentless tax pressure. Between New York State obligations, NYC-specific taxes, and evolving federal regulations, every financial decision you make throughout the year impacts what you ultimately owe.
At Custom Accounting CPA, we deliver proactive tax planning in Bronx, NY designed to reduce your tax burden and give you peace of mind before major financial decisions are made. Our Certified Tax Coaches work with local businesses and high-income individuals to uncover missed opportunities, protect income, and implement strategies that produce real, measurable savings.
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Take Control of Your Practice with aProactive Financial Strategy
Save on your taxes with an average ROI of 200% or more.
Gain a return that far surpases your original investment in our CPA services so you can keep more of your hard-earned money.
Confidently make financial decisions with guided insight.
Our proactive CPAs reach out with timely advice, so you never have to chase down your accountant or guess what to ask. Gain the insights you need to grow your wealth.
Enjoy peace of mind with decreased audit risk.
Our team of Certified Tax Coaches will maximize your deductions while also keeping your business IRS compliant.
Our CPA and Tax Planning Services
We provide New York tax planning and CPA services for individuals and businesses. Our team identifies opportunities to reduce tax obligations while maintaining the highest standards of legal compliance and professional integrity.
For Businesses
We help business owners build financial systems that work efficiently while positioning your company for long-term growth.
Core Services:
- Business tax planning & compliance
- Accounting & financial reporting
- Bookkeeping services
- Payroll services
- QuickBooks setup & support
Strategic Services:
- Tax reduction strategy
- Outsourced CFO solutions
- Controller-level oversight
- Ongoing advisory support
- New business advisory
For High-Income Individuals
We work with professionals and affluent individuals across the Bronx who want structure, clarity, and control over their financial future. Explore our individual services designed specifically for high-net-worth clients.
Tax Services:
- Personal tax planning & compliance
- Tax reduction strategy
- Quarterly tax projections & estimates
- Unlimited advisory support
- Audit risk mitigation
Wealth Protection:
- Virtual Family Office services
- Asset protection planning
- Estate & legacy coordination
- Risk management planning
- Legal & financial coordination
Why Manhattan Clients Trust Us
Proactive, Not Reactive Tax Planning
Most accountants only show up at tax time. Our advisory services include monthly outreach, modeling the tax impact of decisions before you finalize them. This forward-thinking approach prevents costly surprises and keeps more money in your pocket.
Deep Local Expertise
As your CPA in Bronx, NY, we understand the unique challenges of operating in New York. From NYC-specific taxes to local property tax in the Bronx, we keep you aligned with every relevant regulation while continuously refining your tax reduction strategy.
Guaranteed Results
We guarantee to reduce your tax bill by at least the cost of our services, or you don't pay. Our clients see an average 200%+ return on investment, with qualified clients saving $20K+ per year in taxes.
Long-Term Partnership
By staying involved as your income, businesses, or goals change, we can help you adjust your tax strategy and financial approach over time. Our CPA firm consistently delivers value through tailored tax solutions that benefit our clients’ unique situations.
Flat-Fee, Unlimited Support
Financial questions don't wait until April. Our flat monthly structure gives you unlimited access to your dedicated team. No surprise fees. No billable-hour anxiety. Just consistent, year-round guidance when you need it. View our pricing for transparent details.
Preserving and Building Generational Wealth
Protect your family's future and build your legacy. Many high-earning individuals and business owners are worried about losing what they've worked so hard to build to NYC taxes. We help you evaluate long-term tax decisions so that your income supports future goals.
How Proactive Tax Planning Helps You
Proactive tax planning helps you keep more of your income by looking at your financial activity before the year closes. We review how you earn, spend, and structure income during the year and explain how those choices affect your taxes. With that guidance, you can make decisions while there is still time to reduce what you owe instead of reacting after the return is filed.
How It Works : Our Onboarding Process
To start the process, reach out to us for a free initial consultation. During this conversation, we discuss your needs, our services, and answer any questions you may have about our scope of work and pricing.
Phase 1: Let’s Make It Official
We confirm the engagement, define the scope of work, and outline the next steps.
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Phase 2: Get Us Up to Speed
You provide prior tax returns, financial records, and other relevant information. This allows us to understand how your income and business activity are structured.
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Phase 3: Portal Setup and Team Introduction
We set up secure access and introduce you to the team supporting your account.
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Phase 4: Initial Review and Strategy DevelopmentName of the element
We review your information and identify relevant tax strategy considerations.
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Phase 5: Ongoing Planning and Advisory Support
After onboarding, we begin year-round tax strategy and advisory work.
Hear from Our Clients
