Business Details
11 Years
experience
Your Trusted Tax Advisors in Cheektowaga, NY
Since 2015, Equilibrium Accounting & Tax has provided personalized tax and accounting services to individuals and businesses in Cheektowaga, NY. Our founder, Steven Plant, combines expertise as an Enrolled Agent with licensed private investigator credentials to address complex tax challenges. We specialize in forensic accounting techniques to detect fraud, recover assets, and resolve intricate financial issues while maintaining deep knowledge of federal and state tax codes. Our approach focuses on customized solutions for businesses of all sizes, from startups to established enterprises, with additional specialization in stock compensation, gig worker taxation, and multi-state filings.We prioritize strategic tax planning to minimize liabilities and ensure compliance through services like audit support, tax problem resolution, and fractional CFO consulting. Our commitment to precision and client partnership enables businesses to focus on growth while we handle their financial complexities.
Services
Business Tax Services
Personal Tax Solutions
Stock Compensation
Gig Workers Tax
Tax Planning
Forensic Accounting
Fractional CFO
Audit Support
Multi-State Filings
Tax Problem Resolution
Details
- Year established: 2015
Highlights and features
- Customized tax strategies for businesses since 2015
- Unique combination of tax expertise and investigative skills
- Specialized services for stock compensation and gig workers
- Proven success in complex tax problem resolution
- Personalized attention from an Enrolled Agent with forensic accounting expertise
Associations and certifications
- Enrolled Agent
Services
Tax Problem Resolution
Equilibrium Accounting & Tax resolves back taxes, penalties, and IRS audit issues through direct negotiation with federal and state agencies. Our Enrolled Agent leverages tax law expertise to establish payment plans, settle debts, and implement compliance strategies while protecting client interests. This service ensures financial stability through documented solutions for complex tax liabilities.
Forensic Accounting
Our forensic accounting service detects financial irregularities, uncovers fraud, and locates missing assets using investigative techniques combined with tax expertise. We strengthen internal controls for businesses while providing court-admissible documentation for legal proceedings. This service addresses both preventive measures and resolution of existing financial discrepancies through systematic analysis.
Stock Compensation Tax
Specialized tax planning for stock options and restricted stock units optimizes sale timing to minimize tax burdens. We assist employees receiving equity compensation and businesses issuing stock benefits through accurate reporting, strategic timing advice, and compliance with evolving tax regulations for various forms of equity-based compensation.
Gig Worker Tax Services
Tailored tax solutions for independent contractors track income/expenses while maximizing deductions for home offices, mileage, and business costs. Our services ensure compliance with self-employment tax requirements while optimizing financial outcomes through strategic planning and accurate multi-state filing preparation.
Fractional CFO
Equilibrium provides CFO-level financial expertise on a project or part-time basis, offering strategic guidance for business growth. This service includes financial planning, cash flow management, and tax-efficient decision-making support to help businesses implement sophisticated financial strategies without full-time executive costs.
People
Steven Plant
Enrolled Agent & Licensed Private Investigator
Steven Plant combines Enrolled Agent certification with private investigator licensing to resolve complex tax issues. Since 2015, he has provided forensic accounting services in Cheektowaga, specializing in fraud detection, tax problem resolution, and strategic planning for businesses and individuals across multiple industries.
Questions
What tax services do you offer for small businesses?
We provide business tax preparation, multi-state filings, audit support, forensic accounting, and fractional CFO services tailored to small businesses in Cheektowaga and nationwide.
How do you handle IRS tax debt issues?
Our Enrolled Agent negotiates directly with the IRS to resolve back taxes, establish payment plans, and implement tax relief strategies while protecting client financial interests through documented compliance solutions.
Do you specialize in any specific tax areas?
We specialize in stock compensation taxation, gig worker tax planning, forensic accounting for fraud detection, and complex tax problem resolution for both individuals and businesses across multiple industries.
Can you assist with multi-state tax filings?
Yes, we handle multi-state tax filings and residency determinations for individuals and businesses, ensuring compliance with varying state tax regulations while optimizing overall tax liability.
What makes your accounting services unique?
Our combination of Enrolled Agent certification and private investigator licensing enables unique forensic accounting capabilities, fraud detection expertise, and strategic tax planning that addresses both compliance and financial risk management.
