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Tax Firm in New York

Filing across three tax authorities takes more than three separate returns. We treat it as one coordinated filing. We handle tax preparation, planning, sales tax compliance, and IRS and New York State representation for business owners, founders, and high-income households across the New York Metro.
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4.9 ★
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500+
Returns Filed
CPA & EA
On Staff
CO & NY
Metro Offices

Trusted Tax Firm Serving New York

A New York City resident or business is subject to federal rules, New York State rules, and, inside the five boroughs, New York City’s own tax layer on top of both. A Long Island or Westchester filer sits outside the city tax but still has to coordinate state and federal treatment correctly. A founder with a Manhattan office and remote employees in New Jersey or Connecticut is managing nexus across three states before a single form is filed.

That layering is where most local return errors originate, not in the math but in the mechanics: which income is sourced to which jurisdiction, which credits offset which tax, and which filing has to be submitted before another can be finalized. Our CPAs and Enrolled Agents work New York, New York City, and Metro-area filings as a coordinated process rather than three separate submissions, so a return is filed once, correctly, across every level it touches. That structure is what shows up as fewer notices, fewer amendments, and a filing that actually reflects the rate structure a New York filer faces.

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Our Tax Services

Tax By Design provides full tax life-cycle coverage for New York individuals and businesses, from year-round planning through preparation, filing, and IRS or New York State representation. Each service below is delivered by CPAs and Enrolled Agents and built around how New York, New York State, and New York City tax rules interact, so nothing is handled in isolation.

Individual Tax Preparation

Individual returns for New York filers carry their own sourcing questions before a single deduction is applied: resident versus non-resident status, income sourced to New York versus another state, and how RSU or ISO income is allocated when it was earned partly inside the state and partly outside it. Getting the sourcing right is what determines the correct tax owed, not just the correct form.
Individual Tax Preparation

Business Tax Preparation

Business returns in New York add an entity-level layer most states don’t require. An LLC, S corporation, or partnership operating in New York City is generally also subject to the city’s unincorporated business tax while C corporations or S Corporations are subject to NYS Business Corporation Tax as NYC doesn’t recognize the federal S election, so S-corps are are like C-corps on the city level, on top of state-level entity treatment. We prepare returns at the entity level with that added layer accounted for from the start, not reconciled after the fact.
Business Tax Preparation

Tax Planning & Strategy

Preparation reports what already happened; planning determines what happens next. Entity structure, income timing, and owner compensation are decided before the year closes, not discovered on the return that follows it.
Tax Planning Services

Federal, New York State & New York City Tax Filing

Filing correctly in New York means filing correctly across three levels at once. Federal rules set the baseline. New York State applies its own rate structure, credits, and residency rules on top of federal income. New York City then applies a further layer for residents and, for many business types, at the entity level, independent of what State already assessed. A return that’s correct federally can still be wrong at the State or City level if the three aren’t reconciled against each other. We set sourcing and residency positions once, then carry them consistently through the federal, State, and City returns, so nothing conflicts between them.

Multi-State Tax Returns

Income, residency, or business nexus that spans more than one state is common for New York filers working across the Metro area, whether that means a New Jersey or Connecticut residence with New York-sourced income, or a New York-based business with employees or sales in another state. Multi-state returns require apportioning income correctly and claiming the right credits so the same dollar isn’t taxed twice. We coordinate the New York filing with each other state involved so the combined return reflects one consistent position, not conflicting numbers filed separately.

Sales Tax Compliance

New York’s sales tax rules combine a state rate with local county and city rates that vary by jurisdiction, along with nexus rules that can apply to a business with no physical New York presence at all. Getting registration, collection, and filing wrong compounds quickly, since sales tax exposure carries personal liability in ways income tax often doesn’t.

Estimated Taxes

New York filers with variable or multi-source income, common among business owners, consultants, and investors, need quarterly estimates sized against a real projection, not a rough guess. We calculate estimated payments against safe-harbor thresholds so a variable year doesn’t turn into an underpayment penalty at filing time.

Entity Structuring

Entity selection changes materially under New York and New York City tax treatment, since the city’s added layer can shift the math on an S-corporation election in ways it wouldn’t in most other states. We evaluate and re-evaluate entity choice, including LLC, S-corporation, and C-corporation structures, against both New York State and New York City rules, not state rules alone.

Payroll & Business Tax Support

New York City employers manage withholding requirements that go beyond standard state payroll tax, and getting them wrong creates exposure for the business, not just the employee. We handle payroll tax compliance and broader business tax support for New York-based employers with New York City withholding specifics built in.

IRS and New York State Notices

A notice rarely comes from just one agency. We respond to and represent clients before both the IRS and New York State or New York City as a single coordinated service, so a state notice and a federal notice tied to the same issue are resolved together rather than as two disconnected cases.

Amended Returns

Missed deductions, corrected income, or a notice that surfaces an error can all trigger the need to amend a prior-year return. We amend at whichever level, federal, New York State, or New York City, the correction requires, and coordinate the change across all three when one adjustment affects more than one filing.

Audit Support

If a federal or New York State or New York City audit arises, documentation and direct representation matter more than a fast response. We prepare the supporting records and represent clients directly through the audit process, from initial request through resolution.
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Who We Serve in New York

New York’s layered tax rules affect different filers in different ways. Here’s who benefits most from New York-specific tax expertise.

Business Owners & Founders

Entity structuring, New York City-specific filing, and owner compensation planning are handled together instead of separately, so a decision made for one doesn't create a problem for another.

High-Income Individuals & Multi-Income Households

Salary, business, and investment income rarely land in the same bracket or timeline. We time and coordinate multi-source income against combined New York City and New York State liability instead of each source being treated in isolation.

Investors & Real Estate Owners

Capital gains, rental income, and New York's specific real estate tax treatment require planning before a sale or a lease decision, not after. We plan around the state's rules for gains and rental income so a transaction is structured correctly the first time.

Self-Employed Professionals & Consultants

Solo filers carry their own mix of estimated taxes, deductions, and entity election questions. We guide those decisions specifically for New York-based independent income, where state and city treatment both apply.

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Our New York Tax Firm Process

Every engagement follows the same process, end to end, so nothing is left to a once-a-year scramble.

Discovery & Financial Review

We start with a baseline review of prior returns, entities, income, and goals to find where New York-specific tax exposure already exists, before any preparation begins.

Document Review & Organization

Federal, New York State, and New York City filing documents are collected and organized against a single checklist before preparation starts, not gathered piecemeal as questions come up.

Tax Preparation & Filing (Federal, NY State, NYC)

Filing across all three levels happens as one coordinated submission process, with positions set once and carried consistently through each return.

Multi-State & Sales Tax Filing (where applicable)

Clients with out-of-state income, residency, or sales tax nexus get the added filing steps folded into the same process, rather than handled as a separate engagement.

IRS & New York Notice Support

If a notice arrives during or after filing, we respond and represent the client without a hand-off to a different team or provider.

Year-Round Advisory & Planning

Access continues after filing season closes, so planning for the next year starts before it's needed rather than after the fact.

How Much Does a New York Tax Firm Cost?

Cost depends on the complexity of the return. As a general range: simple W-2 returns typically start from $330–$495. Returns with business income, rental property, or K-1s typically run $715–$1,155. Small business and entity returns commonly start around $1,375. These are starting-from ranges, since New York State and New York City filing requirements can add complexity beyond a comparable return filed in another state. Use our free estimate tool to get a better price range.

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Why Choose Tax By Design in New York?

Local Expertise Across NYC, NY State & the Metro Area

We apply that knowledge, the rate and filing differences between New York City, New York State, New Jersey, and Connecticut, to every engagement, including the ones that don't look complicated at first.

CPAs + Enrolled Agents + Sales Tax Specialists on Staff

Preparation, planning, and audit representation all come from the same team, so full-scope New York coverage doesn't require bringing in a second firm.

One Firm for Prep, Planning & Compliance

Strategy and filing sit under one roof. Nothing gets lost in a hand-off between the person who plans and the person who files.

Year-Round Support, Not Just Filing Season

Access continues after April, so a mid-year business change, a notice, or a new question doesn't have to wait for next season.

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Client Results

What Our Clients Say.

★★★★★ 4.9 across 120+ Google reviews
★★★★★
“They restructured my startup and timed my QSBS so cleanly I saved roughly $38K in my first year. I stopped dreading tax season.”

Jordan A.

Founder, Fintech startup

★★★★★
“Our previous accountant just filed. Tax By Design actually planned — the savings paid for their fee several times over.”

Dr. Lena M.

Owner, Private Practice

★★★★★
“As a nonprofit, our 990 used to terrify us. They made compliance routine and explained every number to our board. Total peace of mind.”

Priscilla R.

Executive Director, Nonprofit

Our locations

Our Locations

We have offices in Boulder, Colorado and Teaneck, New Jersey. From these offices we support businesses, small business owners, and individuals from around the country and around the world.

We bring deep experience to the specific needs of people in the New York Metro area and the Colorado Front Range, and work with clients elsewhere in person and remotely just the same.

New York Metro Office

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Colorado Office

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Tax Resources

Tax Insights Worth Your Time.

Latest from our team on tax planning, deductions, and IRS deadlines.We serve clients in person and remotely from two offices.
What Documents Do You Need to File Your Taxes The Complete ChecklistBlog

What Documents Do You Need to File Your Taxes? The Complete Checklist

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The Tax Planning Calendar: What to Do Every Quarter to Minimize Your Tax Bill

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How to Build a Multi-Year Tax Strategy

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Tax planning & preparation FAQs.

Do I need a New York-based tax firm, or can I work with anyone remotely?
You don’t need to be local to work with us. We serve clients both in person and remotely, so New York-specific expertise is available whether or not you’re near one of our offices.
A CPA is a state-licensed accountant who can handle a broad range of accounting and tax work, while an Enrolled Agent is federally licensed specifically in tax and IRS representation. Having both on staff means both the accounting side and the IRS-facing side of a return are covered by a specialist.
Tax preparation reports what already happened and files the return. Tax advisory, or planning, looks forward and shapes decisions, like entity structure or income timing, before they’re locked in. We provide both, so the return we file reflects a plan rather than just recording the year.
Yes. We prepare and file at the federal, New York State, and New York City levels as one coordinated process, since New York City applies its own tax layer on top of state and federal rules.
Yes. We prepare multi-state returns for clients with income, residency, or business nexus across New York and neighboring states like New Jersey and Connecticut, coordinating the filings so income isn’t taxed twice.
Yes. We prepare returns and advise on structuring for LLCs, S corporations, C corporations, and partnerships, including how each is treated under New York City’s specific business tax rules.
Yes. With CPAs and Enrolled Agents on staff, we respond to and represent clients before both the IRS and New York State or New York City if a notice arrives.
Yes. We handle sales tax registration, nexus review, and ongoing filing for New York businesses, including the local rate variation across counties and cities.
We amend prior-year federal, New York State, or New York City returns, and coordinate the change across all three levels when a single correction affects more than one filing.
No. We work with early-stage and small businesses as well as established ones, and we’ll tell you directly on a discovery call whether straightforward preparation is enough for now or whether planning would add value at your stage.

Ready to Get New York Tax Help?

Federal, State, City: handled as one. Schedule a free discovery call and get a New York tax plan and filing built around how the city, the state, and the IRS actually interact.
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