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Tax Preparation & Planning

Navigate the complexities of federal and state taxation with confidence. Our team provides comprehensive tax preparation and strategic planning services designed to minimize your tax liability while ensuring full compliance with ever-changing tax regulations.

We specialize in multi-state filing for the Tri-State area, including New York, New Jersey, and Connecticut, as well as complex situations like self-employment income, investment portfolios, and real estate transactions.

Tax Services Include

Individual Tax ReturnsForm 1040, multi-state filings, and complex returns
Business Tax ReturnsS-Corp, C-Corp, Partnership, and LLC filings
Tax Planning StrategyProactive year-round strategies to minimize liability
IRS RepresentationAudit defense and correspondence handling
NY PTET ElectionsPass-through entity tax election and filing for NY businesses

Tax Season Ready?

File on time with maximum savings

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Bookkeeping & Accounting

Keep your financial records accurate, organized, and always up-to-date. Our bookkeeping services leverage cloud-based platforms so you can access your financial data in real time from anywhere.

Whether you need monthly reconciliation, financial statement preparation, or full-service accounting, our team ensures your books are clean and ready for tax season, investor reporting, or loan applications.

Bookkeeping Solutions

Monthly ReconciliationBank, credit card, and accounts receivable/payable
Financial StatementsIncome statements, balance sheets, and cash flow reports
Accounts ManagementAP/AR tracking, invoicing, and collections
Cloud-Based SolutionsQuickBooks Online, Xero, and FreshBooks integration

Need Help?

Get organized with professional bookkeeping

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Payroll Services

Simplify your payroll process with our comprehensive payroll management services. We handle everything from calculating wages and withholdings to filing payroll taxes and generating year-end reports.

Our modern payroll solutions ensure your employees are paid accurately and on time, while you stay compliant with federal and state employment tax regulations.

Payroll Solutions

Payroll ProcessingAccurate calculation of wages, taxes, and deductions
Direct DepositFast, secure electronic payment to employees
Tax FilingQuarterly and annual payroll tax preparation and filing
Year-End ReportingW-2, 1099, and other required forms
Benefits AdministrationIntegration with health insurance and retirement plans

Start Today

Streamline your payroll process

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Business Advisory Services

Strategic guidance to help your business thrive. Our advisory services go beyond traditional accounting to provide actionable insights that drive growth and profitability.

Whether you're starting a new venture or scaling an existing business, we provide the expertise you need to make informed decisions with confidence.

Advisory Services

Business FormationEntity selection (LLC, S-Corp, C-Corp) and setup
Financial ForecastingBudget creation and cash flow projections
Profitability AnalysisIdentify opportunities to increase margins
Growth StrategyPlanning for expansion and scaling
Exit PlanningBusiness valuation and sale preparation

Strategic Guidance

Partner with us for your business success

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Simple, Honest Pricing

No hidden fees. Choose the package that fits your needs, or contact us for a custom quote.

Individual

Personal Tax

$500/return
Starting price for standard 1040 filings
  • Federal & state filing
  • W-2 & 1099 income
  • Itemized deductions
  • E-file included
  • Year-round support
Get Started
Enterprise

Full Advisory

Custom
Tailored solutions for growing businesses
  • Everything in Business
  • Dedicated CPA
  • CFO advisory services
  • Cash flow forecasting
  • Strategic tax planning
  • Entity structuring
  • Priority support
Contact Us

The Topia Difference

Direct CPA Access

Work directly with a licensed CPA — no assistants, no runaround. Your questions get answered by the person handling your finances.

Year-Round Support

Tax season doesn't end in April. Get proactive guidance and support throughout the year to stay ahead of deadlines and opportunities.

Modern Technology

Cloud-based tools, secure portals, and digital workflows mean faster turnarounds, easy document sharing, and real-time visibility.

Personalized Service

Every client's situation is unique. We tailor our approach to your specific goals, industry, and financial needs — never one-size-fits-all.