We run a compliance audit before the IRS does. We don’t just file your returns.
Get ahead. Our AI-assisted review catches discrepancies and risks before they trigger a notice.
Accurate & Compliant
Pay Your Team Right, Every Time
We help you navigate IRS systems, notices, payments, transcripts, and compliance requirements. One mistake can mean IRS penalties, employee lawsuits, and state fines. Led by Aldo Cotrina, our Wall Street Business Advisor Inc. accounting team handles it all.
We guide you step-by-step on how to use these tools correctly — so you avoid mistakes and stay fully compliant.
Check your tax account, make a payment, or get transcripts
Access Official IRS Tools, Right Here.
Need to check your tax account, make a payment, or get transcripts?
The IRS provides official online tools where you can:
- View your tax balance
- Make secure payments
- Access transcripts
- Check refund status
- Set up payment plans
FAQ
Got Questions? We’ve Got Answers
Have a question but are not sure how to ask? We get a lot of the same questions. Check out our Frequently Asked Questions section. We’ve answered the most common ones here. Don’t see yours? Call or email us anytime.
How much do your services cost?
Our fees depend on the complexity and scope of your situation, which is why we always start with a free consultation. We’re transparent about pricing and will give you a clear quote before we begin any work. As a benchmark, individual tax returns typically start at $250, small business returns start at $800, and monthly bookkeeping packages start at $350/month. Call us for a specific quote.
How does the 2025 One Big Beautiful Bill Act (OBBBA) affect my taxes?
The OBBBA is the most significant federal tax reform in nearly a decade. Key changes affecting Long Island residents include an expanded SALT deduction cap (major for high-property-tax homeowners), higher standard deductions, updated child tax credits, and revised pass-through deduction rules for business owners. The impact varies significantly by individual situation — which is exactly why a consultation this year is particularly valuable. Read our full OBBBA guide on the blog, or schedule a call.
What documents do I need for my tax return?
We send all clients a personalized document checklist each January based on their prior-year return. Generally, you’ll need: W-2s or 1099s, investment statements, mortgage interest statements (Form 1098), property tax records, business income and expense records, prior year tax return, and any IRS or state correspondence. Download our free 2026 Tax Checklist from the Resources page for the complete list.
Do you work with clients outside Long Island?
Yes! We work with clients across New York State and can handle multi-state returns for clients anywhere in the country. Our primary focus and community is Long Island, but geography isn’t a limitation. Most client interactions happen via our secure online portal, phone, and video call.
My books are a mess. Where do we even start?
At the beginning and without judgment. We see this more often than you’d think. We’ll do a full cleanup of your historical transactions, reconcile your accounts, and set up a clean system going forward. Most clients are surprised by how fast we can bring order to what felt like chaos.
Feeling overwhelmed on the IRS website?
We guide you step-by-step on how to use IRS tools correctly so you avoid mistakes and stay fully compliant.
