Tax & Financial Services in New York
31 investor-friendly Tax & Financial Services found in New York as of September 24, 2025
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Matthew Schumacher
Tavola Group - Proactive Tax Planning
Tax & Accounting
4.6 starsTax & Accounting
Tavola Group specializes in tailored tax planning strategies designed to maximize savings and financial efficiency for business owners, real estate professionals, and investors. With expert guidance, we help you navigate complex tax laws, protect your wealth, and achieve your financial goals. view more -
Tax & Accounting
At Accounting Therapy, we specialize in providing comprehensive, expert bookkeeping services for real estate investors, property managers, and syndicates. We help turn complex financials into clear, actionable insights, allowing you to focus on scaling your business and investing in your future. Our services include QuickBooks setup, ongoing accounting and monthly bookkeeping, payroll, 1099 services, cash flow planning, and more. With extensive experience working with multi-family investor... view more -
Tax & Accounting
We are not only CPAs but also Tax Attorneys that specialize in Strategic Tax Planning & Legal Expertise for Real Estate Investors At our firm, we specialize in helping real estate investors, business owners, and high-net-worth individuals minimize taxes, protect assets, and maximize long-term wealth. Unlike traditional CPA firms, we bring both tax and legal expertise to the table—offering a comprehensive approach that includes tax planning, entity structuring, estate and trust setup, and l... view more -
Citta CPA unlocks hidden deductions to supercharge your real estate ROI.Citta CPA delivers more than bookkeeping—your real estate empire starts here. We masters flips, rentals, and portfolios for maximum profitability view more
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Financial Planning
Tax & Accounting
24Acres is a boutique wealth management and tax planning firm specializing in working with high-net-worth individuals and families who own investment real estate alongside other assets. We provide fully integrated, fiduciary advice that brings together investment management, tax strategy, estate planning, insurance, and real estate advisory—all under one roof. Our goal is to simplify complexity, optimize after-tax outcomes, and help our clients make confident, informed decisions with their en... view more -
Tax & Accounting
Dylan Brown, CPA specializes in tax strategy and compliance for real estate investors, syndicators, developers, and operators across the U.S. From entity structuring and waterfall modeling to 1031 exchanges and fund formation, I help clients optimize for tax efficiency at every stage. I run a solo practice powered by proprietary systems and automations that rival larger firms—offering white glove service without the bureaucracy. Whether you're launching your first deal or managing a $50M ... view more -
Hostvisors specializes in advisory, accounting, bookkeeping, and software automations, including AI workflow services. view more
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Tax & Accounting
Most Investors Focus on the Deal — We Focus on What Happens After. At RF Financial, we don’t just do taxes — we build real estate tax strategies that protect your profits and power your growth. Whether you’re flipping houses or holding rentals, we make sure your business is structured to grow and protected. From smart bookkeeping to entity structuring, our team makes sure your real estate business is built for long-term success. We don't guess. We plan. You scale view more -
Tax & Accounting
Are you a real estate investor looking to maximize profits, minimize taxes, and free up your time? We’re more than just bookkeepers—we’re strategic partners who help real estate professionals grow smarter, stronger businesses. Here’s how we help our clients thrive: Boost Profitability – Clear financial insight leads to smarter investment decisions. Reduce Tax Liability – Strategic planning keeps more money in your pocket. Reclaim Your Time – Focus on what you do best while we han... view more -
Tax & Accounting
Gelt is your year-round tax partner — built for business owners, real estate investors, and entrepreneurs who want more than just filings. Who we work with: - Business owners - Investors qualifying for REPS - Owners of 2+ short-term rental properties - Commercial & residential real estate investors - QOZ investors We specialize in tax-efficient strategies that leverage full depreciation, Real Estate Professional Status (REPS), and Qualified Opportunity Zones (QOZ). Our elite tea... view more
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31 New York Tax And Financial Services