Business Details
Expert Accounting & Tax Services in New York, NY
At Ivy Tax & Accounting Services, we specialize in providing comprehensive accounting and tax solutions tailored to individuals and small businesses. With over 18 years of combined experience, our team of certified professionals delivers accurate financial reporting, strategic tax planning, and personalized advisory services. We prioritize professionalism, responsiveness, and quality, ensuring clients receive expert guidance to navigate complex tax laws and optimize financial outcomes.Our commitment to excellence is reflected in our track record of resolving tax issues, streamlining bookkeeping systems, and offering part-time CFO services to support business growth. By leveraging advanced technology and industry best practices, we empower clients to focus on their core operations while we handle their financial needs with precision and integrity.
Services
Small Business Accounting
Bookkeeping Services
Part-Time CFO Services
Tax Preparation for Businesses
IRS Audit Representation
QuickBooks Setup
Financial Planning
Cash Flow Management
Business Advisory Services
New Business Formation
Highlights and features
- We offer over 18 years of combined experience in accounting and tax services.
- Our team provides personalized solutions tailored to individual and business needs.
- We specialize in IRS audit representation and tax relief strategies.
- We utilize advanced technology for accurate bookkeeping and financial reporting.
- Our CPAs hold advanced degrees from top institutions like Ohio State and Notre Dame.
What people say
Leading firm
Personal and professional attention
Quality service
Expertise in tax relief
Responsive team
Services
Small Business Accounting
We provide comprehensive accounting solutions for small businesses, including financial reporting, budgeting, and tax compliance. Our services help streamline operations, improve profitability, and ensure accurate record-keeping. Clients benefit from customized strategies to manage cash flow and support growth.
Bookkeeping Services
Our bookkeeping services include accounts payable/receivable management, payroll processing, and inventory tracking. We implement efficient systems to maintain accurate financial records, reduce errors, and save business owners time. Clients gain clarity on their financial health through organized reporting.
Part-Time CFO Services
We offer outsourced CFO services for strategic financial planning, forecasting, and tax compliance. Our experts guide business decisions using data-driven insights, improve cash flow, and optimize tax strategies. Clients access high-level financial expertise without full-time costs.
Tax Preparation for Businesses
We handle federal, state, and local tax filings for businesses, ensuring compliance and minimizing liabilities. Our team stays updated on tax law changes to identify deductions and credits. Clients receive proactive advice to avoid penalties and streamline year-round tax management.
IRS Audit Representation
We represent clients during IRS audits, resolving disputes and negotiating settlements. Our professionals communicate with tax authorities to reduce penalties and ensure fair outcomes. Clients receive expert guidance to navigate complex audit processes with confidence.
People
Sam Song
CPA
Sam Song, CPA, has 18+ years of experience in corporate taxation, cross-border planning, and IRS representation. He holds a Master's in Accounting from Ohio State University and previously worked at PwC.
Donald Xie
CPA
Donald Xie, CPA, specializes in transnational accounting and M&A due diligence. With 15+ years in consulting, he holds a Master's from Notre Dame and previously worked at PwC.
Questions
What QuickBooks services do you offer?
We provide QuickBooks setup, training, troubleshooting, and tune-ups to help businesses maximize software efficiency.
How do you handle IRS audit representation?
Our team communicates with the IRS on your behalf, resolving disputes and minimizing penalties through proven strategies.
Can you assist with new business formation?
Yes, we guide clients through entity selection, tax compliance, and financial planning for new businesses.
What sets your bookkeeping services apart?
We combine personalized service with advanced technology to streamline bookkeeping and improve financial clarity.
Do you offer financial planning for families?
Yes, we provide customized plans to manage risk, optimize investments, and secure long-term wealth growth.
