A trusted partner in your financial story.
Pro-Advisor Tax and Bookkeeping Service LLC was founded on a simple idea: that thoughtful, year-round financial guidance should be accessible to every property owner and small business in New York — not reserved for large firms with deep pockets.
We've built our practice around the industries we know best. Real estate investors, landlords, property managers, and small business owners come to us because we understand the moving parts — depreciation schedules, 1031 exchanges, rental loss limitations, multi-entity structures — and we translate them into clear, actionable advice.
Our approach is personal. You work with us directly. We answer the phone, we explain our work in plain language, and we treat your business with the same care we'd give our own.
What we stand for
Precision
Every number reconciled, every deduction documented, every filing reviewed twice.
Discretion
Your financial details stay private. We treat client information with the highest care.
Partnership
We're invested in your long-term outcomes — not just the return in front of us.