Individual Tax Return Preparation

We also help individuals by providing expert level advice and attention for personal returns.

Personal Tax Planning

We consult with individuals to understand their financial situation and help them plan for taxes accordingly.

Proactive Tax Guidance

We provide guidance on the tax consequences of major financial decisions and strategize with them to reduce their liability.

Tax Projection

We run tax projections to prepare for tax season and help clients pay in their taxes to avoid any large surprise bills.

Individual Tax Guidance

We understand that taxes can be confusing and that nearly every financial decision has a tax consequence. Knowing the tax risks involved allow people to make clearer decisions with their finances. At ExperityCPA we guide individuals and simplify complicated tax issues for them. We ensure that our clients are utilizing every credit and deduction available and keep them compliant with the IRS. Whether you are looking for a one-off engagement or guidance throughout the year ExperityCPA is here to help. ‍

New York Individual Tax Return Preparation

If you are looking to just have your tax return prepared, we got you covered. ExperityCPA simplifies this process so you don’t have to worry about IRS compliance. We will ensure that you are taking every deduction and credit available to save you as much as possible. We make taxes easy for people in every bracket.


One Service That Includes Everything

We’re not your typical “year-end” tax and accounting firm. We serve as your outsourced accountants throughout the year. We’ll handle everything so you can stay focused and profitable.

Catchup & Cleanup

We will start by cleaning up your bookkeeping and catching everything up so you are setup just right.

In-Depth Tax Reduction Analysis

We will deep-dive your tax return and accounting to find opportunities to save in taxes.

Comprehensive Tax Reduction Plan

We will put together a specific plan for you to reduce taxes in the current year, and over your lifetime. We'll update it often.

Perform Top-Tier Bookkeeping

We will make sure your accounting and bookkeeping is always up to date.

Setup & Run the Best Payroll

We take the confusion out of payroll, and help you onboard new clients, contractors and employees.

Pay in Taxes & Avoid Surprises

We will pay in your taxes according to the tax plan we created and ensure you never fall behind or give the government more than necessary.

Monthly or Quarterly Reports

We will help you understand your business and numbers by providing dashboards and reports that are helpful for you.

Meet Before Year End

We will meet well before year end to help you make any major decisions around spending and investing.

Year-End Closeout

We will close out your financial year and provide helpful reports.

Year End Taxes a Breeze

Your business and personal taxes are made easy since we have done your bookkeeping and payments through the year.

Prepare & File Your Taxes

We will take care of your year end tax returns.

Build Tax Efficient Wealth

We will help you build wealth and mitigate risks along the way.

Schedule A Free Consultation

Take a Step Towards a More Profitable & Simple Future

Procrastination leads to overpaid taxes and more stagnation, book a call today and we are certain you will enjoy the process.

Our Services

Our Accounting & Tax Services

Trust and Estate Tax Return Preparation and Advisement

We can help you decide what type of trust is right for your business and family’s needs.

Individual Tax Return Preparation

We also help individuals by providing expert level advice and attention for personal returns.

Crypto Tax & Accounting

We are well versed in Cryptocurrency and web3 and can optimize tax savings for investors and developers.

Tax Reduction Planning

We make sure business owners never over pay in taxes and keep as much of what they earn as possible.

Outsourced CFO

We provide a CFO level perspective and guidance to help you scale your operations.

Payroll Services

Don’t worry about selecting or running a payroll system, we will help you implement what is best for your business.

Bookkeeping Services

Get pristine financials and never waste your staffs time doing bookkeeping.

Business Tax Return Preparation

Get fast and affordable business tax return preparation, with a focus on tax reduction.