What We Offer

Comprehensive services, tailored to your business.

From the day-to-day of clean bookkeeping to the strategic work of long-term tax planning, we cover every angle of your financial picture.

01

Tax Preparation & Planning

Individual, partnership, S-corp, C-corp, and multi-state returns. We focus on year-round planning — not just compliance — so the return is the easy part.

  • Federal & state filings
  • Estimated tax planning
  • Multi-state returns
  • Audit support
02

Real Estate Accounting

Specialized accounting for property owners, landlords, and investors. We help you maximize legitimate deductions and structure transactions tax-efficiently.

  • Rental property bookkeeping
  • Cost segregation analysis
  • 1031 exchange planning
  • Passive activity loss tracking
03

Bookkeeping

Monthly bookkeeping that's accurate, timely, and ready for both decisions and tax season. We work in QuickBooks, Xero, and other leading platforms.

  • Monthly reconciliations
  • AP / AR management
  • Financial statements
  • Software setup & cleanup
04

Advisory

A strategic sounding board for entity structure, financing decisions, growth planning, and tax minimization. Available whenever questions arise.

  • Entity selection (LLC, S-corp)
  • Cash flow analysis
  • Profitability reviews
  • Transaction structuring
05

Payroll

Reliable payroll processing and compliance for small teams, including New York-specific filings and contractor management.

  • Payroll processing
  • Quarterly filings
  • W-2 / 1099 preparation
  • New York state compliance

Not sure where to start?

Send us a note describing your situation. We'll recommend the right combination of services for your needs.

Email lan@pro-advisor.net