Reduce Taxes
Mitigate Risk of Audit
Build Wealth
Stop Paying More Than Your Fair Share
Brooklyn business owners and high earners shouldn’t wait until year-end to manage their taxes. Handling taxes in New York is best done with proactive planning and ongoing attention. At Custom Accounting CPA, we provide year-round tax strategies designed to protect your income from penalties and other liabilities.
Our small business CPA firm has extensive knowledge of New York State and NYC tax laws. As a tax accountant in Brooklyn, we serve small businesses, medical practices, and high-net-worth individuals who want thoughtful guidance, fewer surprises, and better control over their tax obligations.
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 surpasses 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 in Brooklyn
We offer a full range of CPA and tax planning services for businesses and individuals. Whether you need a CPA for dentists in Brooklyn or proactive tax planning in NYC for your medical practice, our services cover tax planning, accounting, advisory support, and virtual solutions, all provided on a year-round basis.
As your CPA in Brooklyn, we offer services with different levels of tax planning and ongoing support. Choose the level that fits your situation, and we will walk you through the options during our initial conversation.
For Businesses
As your downtown Brooklyn CPA, we work with everyone from early-stage companies to established operations. Our business services support day-to-day financial management while providing tax planning that aligns with how your business operates and your long-term goals.
As your tax accountant in Brooklyn, we provide:
- Business tax planning and compliance
- Strategic tax reduction planning
- Ongoing advisory support
- Accounting and financial reporting
- Cloud-based accounting
- Bookkeeping services
- Payroll services
- QuickBooks setup and support
- Outsourced CFO solutions
- Controller-level financial oversight
- Incorporation and new business advisory
For Individuals
We work with high-earning individuals across NYC who want more control over their tax situation.
Our Brooklyn tax service covers:
- Personal tax planning and compliance
- Strategic tax reduction planning
- Quarterly tax projections and estimates
- Unlimited advisory support
- Virtual Family Office services
- Asset protection planning
- Estate and legacy planning coordination
- Risk management and insurance planning support
- Coordination with legal and financial professionals
Why Brooklyn 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. Medical professionals like doctors, dentists, and chiropractors turn to us. If you’re looking for a CPA for chiropractors in Brooklyn, we can help.
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.
Tax Reduction Strategies We Use for Brooklyn Practice Owners
Brooklyn practice owners often face one of the most aggressive tax environments in the country. Between federal taxes, New York State taxes, NYC resident taxes, and potential NYC Unincorporated Business Tax (UBT) exposure, many dentists, chiropractors, and veterinarians end up overpaying simply because their planning is not coordinated year-round. A proactive Brooklyn CPA focuses on integrating entity structure, payroll, retirement planning, depreciation, and residency strategy into one comprehensive tax reduction plan. Here are a few things to consider.
Entity Structure
The right LLC, S-Corp, or hybrid structure can significantly reduce self-employment taxes as revenue scales. Effective S-Corp tax planning in Brooklyn includes optimizing reasonable compensation while minimizing unnecessary payroll tax exposure. This is especially important for practices crossing $500K to $3M in annual revenue.
The NYC Pass-Through Entity Tax (PTET)
The PTET election is another major opportunity frequently overlooked by general tax accountants in Brooklyn. Properly structured, PTET allows Brooklyn practice owners to convert otherwise non-deductible state taxes into federally deductible business expenses, creating substantial savings.
Retirement planning
Retirement planning is equally important. Many high-income practice owners can shelter over six figures annually using coordinated Solo 401(k), profit-sharing, and cash balance plan strategies. Equipment purchases and office expansions may also qualify for accelerated deductions through Section 179 and bonus depreciation.
Multi-State Allocation Planning
For owners commuting from Long Island, New Jersey, or Westchester, residency and multi-state allocation planning becomes critical to avoid double taxation. An experienced CPA in Brooklyn NY can also help minimize NYC UBT exposure where applicable. Our tax planning services in Brooklyn are designed to deliver proactive tax planning NYC practice owners need to preserve more of what they earn.
Contact us for a free consultation and customized tax reduction planning services.
Hear from Our Clients
