01
Tax Planning
Smart, personalized strategies so you keep more of what you earn — never sorry for April 15.
Boutique tax & accounting · New York
An accountant who actually picks up the phone.
Big-firm precision, small-firm pace. Strategic tax, clean books, and CFO clarity for small businesses, families, and real estate operators — without the runaround.
Yisroel Meroz, CPA
Founder · Licensed in New York
Tax planning
Tax filings
Bookkeeping
Entity formation
CFO services
100+
Clients served
$2M+
Tax saved, collectively
10y
Years of experience
24h
Typical response time
Services — what we do best
Five things, done properly.
We don't do everything. We do a tight list of things small businesses, families, and real estate operators actually need — and we do them with the care of a firm that picks up the phone.
02
Tax Filings
Stress-free filings for individuals and small businesses. Every line, every form, signed and checked.
03
Bookkeeping
Tidy books you can always trust at month close — so the numbers actually inform decisions.
04
Entity Formation
Set up the right structure for today and for what comes next — LLC, S-corp, partnerships.
05
CFO Services
Outsourced CFO work for forecasting, cash flow strategy, and growth conversations.
Not sure where to start?
Tell us what's going on. We'll tell you what you need.
About — the practitioner
Hi, I'm Yisroel.
Big-4 brain. Corner-store care.
I trained at one of the Big-4 firms, then brought everything I learned about precision back to clients who deserve a real CPA on the other end of the phone — not a help-desk ticket.
Most filings, most decks, and most replies happen within 24 hours or less. No partner pyramid. No outsourced juniors. Just one experienced CPA, doing the work properly.
Licensed
Licensed CPA
Background
Big-4 + Regional
Focus
Small biz + R.E.
Testimonials — actual clients
“Painless. Saved us money we didn't even realize we were entitled to.”
— Rebekah L., E-commerce
“The attention to detail is unmatched. A filing of mine we've sorted.”
“Got us organized, proactive, and built a clear annual tax strategy.”
“Year-end filings was a breeze, saving us bills I never expected.”
Get started — no obligation, ever
Let's make tax season boring again.
Free 30-minute consultation. No obligation. We'll listen, ask the right questions, and tell you honestly whether we're a fit.