CPA & Tax Planning Services in Queens
Tailored Strategies for Business Owners and Professionals

Tax Planning & Tax Reduction Specialists for Private Practice Owners

Individuals and Non-Medical Businesses, click here.

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Reduce Taxes

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Mitigate Risk of Audit

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Build Wealth

Stop Paying More
Than Your Fair Share

Queens 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 CPA firm has extensive knowledge of New York State and NYC tax laws. As a tax accountant in Queens, 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 a
Proactive Financial Strategy

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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.

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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.

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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

Manhattan-based companies rely on us for tax planning, compliance, and financial support tied to day-to-day operations. Our business services include:

  • Business tax planning and compliance
  • Strategic tax reduction planning
  • Ongoing advisory support
  • Accounting and financial reporting
  • Cloud-based accounting
  • Bookkeeping services

For Individuals

For individuals, we provide ongoing CPA support focused on tax planning, projections, and coordination across financial matters. Our services include:

  • Personal tax planning and compliance
  • Strategic tax reduction planning
  • Quarterly tax projections and estimates
  • Ongoing advisory support
  • Virtual Family Office services
  • Asset protection planning

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.

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    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

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"I switched to Custom Accounting a year ago after 18 years with the same accountant, and I wish I'd made the change sooner! As an entertainment company founder and executive producer, I trust their expertise in my industry and the challenges of entrepreneurship. They're always in my corner, protecting my business. They're a one-stop shop for bookkeeping, accounting, and financial planning for both personal and business needs. Their online portal provides immediate answers to questions, ensuring timely support. Whether you're a sole proprietor scaling up or a successful production company, I highly recommend Custom Accounting to save you time, money, and stress, allowing you to focus on your core expertise."

Hillary Cutter, Founder of Cutter Entertainment

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"We have been working with Custom Accounting for over a year now and we have been so pleased with how simply they integrated into our process, as well as how easy it has been to communicate our business and adjust as needed. They were always there to guide us from an accounting perspective."

Kenneth Perkins & Casey Charron, Founders of Impctlab and Ozmo Helmets.

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"I have loved working with Custom Accounting for the past year! They have helped me so much with my business, particularly when it comes to tax planning. I couldn't recommend them more!!"

Shannon Fiedler, Owner

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"The custom accounting team is a very professional group and I've enjoyed working with them thus far. I thank them for being so proactive and for taking full control of this part of my training and development business. Customer service is important to me and I am grateful for their diligence in making this aspect of their work top priority."

Will Weche

Owner of Willful Change