TAX ADVISORY • NEW YORK CITY • JACKSON HEIGHTS, QUEENS
Tax Advice Should Be Clear, Proactive, and Personal
Professional tax guidance without the impersonal experience. As a trusted tax advisory firm New York, TaxAdvisoryRUs.com was founded on a single principle: that individuals, families, and business owners deserve tax counsel that engages their real financial lives, not just their annual filings.
OUR APPROACH
Tax advisory as ongoing decision-support, not just filing
We view tax advisory as an ongoing decision-support service, not simply a once-a-year filing exercise. Tax questions often arise before a transaction, business decision, investment, or major life change.
Our process begins by understanding the client’s goals, facts, entities, filing jurisdictions, and timing. From there, the appropriate professional can identify issues, explain available options, and help create an actionable plan.
The goal is straightforward: clearer information, better-informed decisions, and tax guidance that is relevant to the situation in front of you.
“Tax planning is most effective when it starts with understanding a client’s goals, not just their prior-year return.”
— TaxAdvisoryRUs Founding Principle
A MULTIDISCIPLINARY TEAM
The credentials to handle complexity
Our team combines licensed CPAs, IRS Enrolled Agents, and tax attorneys with different credentials, unified around a common goal: giving you complete, coordinated tax guidance.
CPA
Certified Public Accountants
Our CPAs bring deep expertise in federal and state tax preparation, financial reporting, and compliance. They anchor our year-round advisory process and serve as your primary point of contact for tax planning conversations.
EA
IRS Enrolled Agents
Enrolled Agents hold the highest credential the IRS awards to tax professionals. Our EAs specialize in IRS representation, audits, collections, appeals, and tax controversy advocating directly on your behalf before the agency.
JD / LLM
Tax Attorneys
When tax matters intersect with legal complexity, estate planning, business structure, international obligations, or litigation, our tax attorneys provide the legal analysis and documentation that financial professionals alone cannot.
WHO WE SERVE
Built for the range of real tax situations
We work with individuals and organizations whose tax needs may extend beyond the straightforward. If your situation involves complexity, we can help identify the appropriate next step.
Individuals & Families
W-2 earners, retirees, and multi-income households looking for practical tax guidance beyond annual filing.
Entrepreneurs & Freelancers
Self-employed professionals, gig workers, and business owners managing estimated taxes and deductions.
Small & Mid-Size Businesses
LLCs, S corporations, partnerships, and corporations requiring thoughtful tax planning and compliance.
High-Net-Worth Individuals
Investors, executives, and wealth holders with complex income, assets, and multi-year tax planning needs.
Real Estate Investors
Landlords and investors navigating depreciation, 1031 exchanges, passive activity rules, and related tax considerations.
Cross-Border & International
U.S. citizens abroad, non-resident aliens, and businesses with international obligations or foreign accounts.
OUR OFFICE
Local Presence, Broader Perspective
83-15 Northern Blvd
Jackson Heights, Queens, NY 11372
COVERAGE AREA
Based in Jackson Heights, we serve clients across all five boroughs, Manhattan, Brooklyn, Queens, The Bronx, and Staten Island, as well as Long Island, Westchester, and surrounding counties. Remote advisory available nationwide.
WHAT CLIENTS CAN EXPECT
Appropriate Professional Involvement
Tax matters can involve different types of professional expertise. We identify the appropriate professional based on the needs of the matter.
Defined next steps after every conversation
You should leave every meaningful conversation knowing what needs to happen next and why. No open loops, no ambiguity about what comes next.
Complete confidentiality
Your financial information stays with us. We maintain appropriate confidentiality and handle client information with care.
Proactive, not reactive planning
We focus on addressing tax considerations when they can still influence a decision, rather than waiting until the return is due.
EXPLORE OUR SERVICES
Tax guidance for what comes next.
Individuals
Individual Tax Advisory
Tax guidance for individuals, families, investors, and complex financial situations.
Businesses
Business Tax Advisory
Year-round tax guidance for business owners, entities, and growing companies.
Planning
Tax Planning
Address tax considerations before important decisions and deadlines.
Tax Issues
IRS Representation
Understand your options when dealing with IRS notices, examinations, or unresolved tax matters.
Have a tax question? Start with a conversation.
Our team is available for an initial conversation about your tax situation, planning needs, or next financial decision. Start with the facts and we’ll help identify the appropriate next step.
