Embedded Files
· NY Licensed CPA
· NY Licensed CPA
· 8+ Years w/Private Clients
· 8+ Years w/Private Clients
· SOC 2 Type II Secure Portal
· SOC 2 Type II Secure Portal
· Serving Clients Nationwide
· Serving Clients Nationwide
-WHO IT'S BUILT FOR
-WHO IT'S BUILT FOR
If you only think about taxes
If you only think about taxes
once a year, you're leaving
once a year, you're leaving
money on the table
money on the table
Investors & Solopreneurs
Investors & Solopreneurs
Real estate investors, creatives, doctors, and marketers whose taxes got complicated and who are tired of owing more than expected every April.
The Scaling Business
The Scaling Business
Growing past the spreadsheet stage and needing real CPA-level strategy. KPIs, monthly financials you can read, and a plan to keep more of what you earn.
The Hospitality Operator
The Hospitality Operator
Restaurants, bars, and cafés juggling POS systems, payroll, invoices, and a shoebox of receipts. You need someone who's actually worked a closing shift and understands your business
You might be a good fit if...
You might be a good fit if...
✓ You only talk to your accountant once a year, and you always owe more than you expected at tax time
✓ Your books are always a month or two behind
✓ Your taxes have gotten more complicated and you want an expert to ensure they're done right
✓ You're paying processing fees on every card swipe and have no idea if the rate is fair
✓ You're about to launch and don't know whether to form an LLC, S-Corp, or something else
✓ You want a CPA who responds to a text in hours, not weeks
Nodded at more than one? Your free call is waiting
Traditional, Retrospective Accounting
Traditional, Retrospective Accounting
X You hear from them once a year, at tax time
X Advice without implementation
X Surprise bills and "you owe more than expected.
X Bookkeeper, tax preparer & professionals that never talk to each other
X Generic advice that ignores your personal situation
Proactive Strategic Advisory
Proactive Strategic Advisory
✓ Year-round access — text, call, or email, answered in hours.
✓ Monthly financials you can actually read, with insights from an expert
✓ Tax planning built before the deadline, not scrambled after.
✓ Formation, books, payroll & processing under one roof — no need to hire multiple advisors
✓ Data-driven strategy delivered with a human touch.
-CORE PILLARS
-CORE PILLARS
Four pillars. One integrated
Four pillars. One integrated
practice
practice
From entity setup to year-round strategy — every part of your finances working together.
From entity setup to year-round strategy — every part of your finances working together.
The Blueprint: Entity Formation
The Blueprint: Entity Formation
Establish your foundation with the right entity to minimize tax liability and stay compliant from day one.
Business formation & entity selection (LLC / S-Corp)
·Business licenses & registered agent services
Start-up structuring & compliance
The Pulse: Merchant Services
The Pulse: Merchant Services
Clover, Dejavoo & smart POS hardware paired with zero-cost processing wired directly into your books.
POS systems & e-commerce gateways
Zero-cost / cash discount processing programs
Statement review for hidden fees
The Engine: Accounting & Bookkeeping
The Engine: Accounting & Bookkeeping
Monthly books done right, payroll run cleanly through ADP, and reports that show exactly where the problems are.
Monthly bookkeeping & financial statements
Payroll setup & processing via ADP
KPI tracking & cash-flow insights
The Horizon: Tax Strategy & Preparation
The Horizon: Tax Strategy & Preparation
Proactive planning built before the deadline. Your returns optimized so you never pay a dollar more than the law requires.
Strategic tax planning & forecasting
Federal & state return preparation
Quarterly estimates & tax-notice support
-CHOOSE YOUR INVESTMENT
-CHOOSE YOUR INVESTMENT
Transparent tiers. Year-round
Transparent tiers. Year-round
relationship
relationship
Fees are based on the complexity of each individual or business. Compliant tiers are billed upfront; Proactive & Strategic are recurring monthly investments.
Fees are based on the complexity of each individual or business. Compliant tiers are billed upfront; Proactive & Strategic are recurring monthly investments.
-REAL RESULTS
-REAL RESULTS
Operators who finally feel on
Operators who finally feel on
top of their numbers.
top of their numbers.
★★★★★
"Stephen did an amazing job preparing my tax return — extremely thorough and responsive. He helped resolve a withholding tax issue that had been set up incorrectly when I started a new job, and always answered my questions in an easily understandable way. As someone who feels overwhelmed by personal finances, having a CPA like Stephen to support me through tax season and the rest of the year has put my mind at ease."
Sydney
Individual Tax Client
★★★★★
"I was looking for someone to help with my tax planning, and Stephen turned out to be the perfect fit. He took the time to walk me through my options and explained the difference between Traditional and Roth 401(k) contributions, then helped me convert my traditional IRA to a Roth IRA. It ended up being a great financial decision, and his advice has set me up to meet my long-term financial goals."
Hanna
Tax Planning Client
★★★★★
"Stephen has been instrumental in managing my personal training business's finances. He set up my QuickBooks, showed me how to track income and expenses, and planned my estimated tax payments. He goes above and beyond for my bottom line — he even suggested I set up a business retirement account, which I didn't know was an option. His advice has been fantastic in helping me optimize my operations. Highly recommend!"
Daniel
Personal Training Business Owner
Hi, I'm Stephen
Hi, I'm Stephen
I’m a New York licensed CPA and native New Yorker. Born and raised in Southern Brooklyn, I know firsthand the realities of everyday life in this evolving city, and I’m dedicated to helping my fellow neighbors realize their goals and succeed.
With 8+ years experience working with high-net worth individuals and private clients, I offer big-firm precision and insights to every small business I serve.
My passion for entrepreneurship began at a young age. My father used to tell me stories of when he operated a bar and club outside of Athens, Greece. He taught me firsthand that business isn’t just about numbers, it’s about people. He always stressed that relationships were the foundation of any business. This advice feels more relevant than ever for my small business partners. In today’s age of big business and tech, connection and authenticity are what helps smaller-scale operations stand out.
Working for my family’s restaurant Esperanto (East Village), I’ve experienced it all. From early morning prep to late-night closing shifts, POS systems to payroll, and even navigating the complex tax filings… I’ve managed it all. All to say, I understand the day-to-day challenges of operating a restaurant as well as the rewards of running a business in the greatest city in the world.
I don’t consider myself your stereotypical accountant. I’m not some guy in a suit that just hands you a balance sheet. I understand taxes inside and out, in addition to the difficulties small businesses face everyday, such as managing kitchen inventory. I am a true consultant and partner that understands the constant hustle, because I lived it. My strategies are data-driven, but delivered with a human touch. I recognize that a great tax strategy is useless if it’s too complicated to carry out or if it doesn’t align with your long-term financial and business goals.
Finally, unlike most accountants, I offer responsive, personalized services. Text me, email me, call me, I’ll respond.
QUESTIONS WORTH ANSWERING UP FRONT
QUESTIONS WORTH ANSWERING UP FRONT
Short Answers
Short Answers
If yours isn't here, email me directly - I actually read them.
Transparency & Pricing
Transparency & Pricing
We offer merchant services to my clients to provide ongoing value and streamline their revenue process. I do not charge any direct consulting or service fees for these services. My compensation is provided entirely by my payment processor - PayBotX as a percentage of your monthly card processing volume, meaning you receive my full support and advocacy at no additional cost to your business.
Tax & Accounting services are billed separately from any merchant services. Tax & Accounting services are billed across three tiers depending on your needs. Compliant tiers are paid upfront when you sign your engagement letter; Proactive and Strategic are recurring monthly investments for those who want a year-round relationship with a CPA, not just a once-a-year filer. Final pricing depends on the complexity of your situation. The best way to get an accurate quote is to fill out the contact form and schedule a consultation.
Can we only choose the services we need?
Can we only choose the services we need?
Of course — you're free to pick what's best for you. That said, consolidating formation, payment processing, bookkeeping, and tax under one roof prevents logistical leaks where the different parts of your business don't talk to each other. You won't have a bookkeeper who doesn't understand your sales reports, or a tax preparer asking why an entry was booked a certain way.
Do you only work with hospitality clients?
Do you only work with hospitality clients?
We specialize in hospitality, but we accept clients in other industries when it's a good fit — including real estate investors, solopreneurs, marketing professionals, doctors, and independent creatives. If you have to pay taxes (and we all do!), we can help you.
What's the difference between tax compliance and planning?
What's the difference between tax compliance and planning?
Think of compliance as looking in the rearview mirror — the accurate, timely preparation of returns based on past events. Planning is looking through the windshield: a strategic, forward-looking analysis designed to legally minimize your tax liability well before filing season. If you want planning, we offer monthly subscription services with year-round support.
Do we have to use QuickBooks Online?
Do we have to use QuickBooks Online?
If you need bookkeeping services for your business or sole proprietorship, you'll need a QuickBooks Online subscription. This lets us access your reports and handle your bookkeeping as efficiently as possible.
How do you keep my information safe?
How do you keep my information safe?
We use a secure online portal hosted by TaxDome, accessible via their mobile app or my website. All tax and related documents are uploaded to this portal, which is SOC 2 Type II compliant — a critical security framework for organizations that handle sensitive data.
What's a merchant consultant vs. a provider?
What's a merchant consultant vs. a provider?
A merchant service provider is the company that enables you to accept cards and digital payments. A merchant consultant helps you optimize that system — reducing fees, reviewing statements, and selecting the right hardware. We're not salespeople with quotas, so we won't recommend equipment or solutions that aren't a good fit for your business.
Your free strategy session is waiting
Your free strategy session is waiting
Bring your numbers, your questions, and your goals.
Bring your numbers, your questions, and your goals.
Let's build a plan around your actual business
Let's build a plan around your actual business
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