01
Small businesses
Lean teams who want a real CPA on the other end of the phone — not a help-desk ticket.
Learn moreQuiet · Honest · Precise
Bookkeeping that behaves.
Strategic tax, clean books, and CFO clarity — from a Big-4 trained CPA who picks up the phone. Built for small businesses, families, and real estate operators.
Big 4
Trained
CPA
Licensed in New York
100+
Clients served
$2M+
Tax saved
Team
Meet the team.
Devora Meroz leads the firm's growth and operations and oversees all bookkeeping services for Meroz CPA clients. With extensive experience serving large, complex industries, she brings a sharp eye and deep expertise in financial analysis to every engagement.
Outside the office, Devora loves traveling and discovering chic cafés — if you know a great one in NYC, please reach out ASAP.
Devora Meroz
Growth, operations & bookkeeping
Who we serve
Who we're for, specifically.
We don't try to be everything to everyone. A tight client list — small businesses, families, and real estate operators we know by name.
02
Families & individuals
Multi-state filings, planning, and quiet year-round care for families building wealth.
Learn more03
Real estate operators
LLCs, K-1s, cost segregation, and the back-office cadence rental income demands.
Learn moreServices
The whole back office.
Five tightly scoped services — the spine of any small business, family office, or real estate operator who'd rather not think about it.
01
Tax Planning
Smart, personalized strategies so you keep more of what you earn — never sorry for April 15.
02
Tax Filings
Stress-free filings for individuals and small businesses. Every form, signed and checked.
03
Bookkeeping
Tidy books you can trust at month close — numbers that 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.
Need a few of these?
We'll scope it as one engagement, one price.
The process
Three steps, then onwards.
STEP 1
Say hi
30-minute intro call. We listen, ask sharp questions, and tell you honestly whether we're a fit.
STEP 2
Get a plan
Within a week you have a tailored scope, pricing, and a calendar of every deadline that matters.
STEP 3
Stay in touch
Monthly check-ins, 24-hour replies, and one CPA who knows your file. No partner pyramid.
10y
Experience
About — the practitioner
Auditor's eye. Strategist's instinct.
“Most CPAs hand you a return — I hand you a strategy. The difference is the number of hours saved, the questions asked before they're asked, and the calls picked up on the first ring.”
In practice that means: clean books, no surprises in April, and a thorough plan for next year — built around the one person who knows your file end to end.
Testimonials
Reviews from actual humans.
“Made me actually like getting my taxes done. Smart, kind, on time, and saved us real money.”
“The attention to detail and responsiveness is unlike any firm we've worked with. Refreshing.”
“Helped us get organized, proactive, and built a clear annual strategy. No more surprises.”
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.