About Us
At Ivy Tax & Business Inc., we’re more than just a CPA firm — we’re your long-term partner in tax strategy, compliance, and wealth building. Many of our clients come to us feeling stuck — unsure if they’re overpaying, overwhelmed by multiple K-1s, or frustrated with CPAs who only show up at tax time.
We do things differently.
We specialize in:
- Proactive tax planning (not just tax prep)
- Multi-entity, multi-state, and K-1 tax complexity
- Real estate, private equity, and hedge fund income
- Strategic support for business owners and professionals
Whether you’re a six or seven-figure earner, a real estate investor, or a growth-driven entrepreneur — we help you reduce taxes legally, stay compliant, and build long-term, after-tax wealth.
Most CPAs look back. We help shape what happens next.
Book your free strategy session — and let’s uncover hidden tax savings together.
Who We Help
Small Business Owners
→ We simplify your accounting, ensure full compliance, and help you pay less tax while keeping more profit — all with less stress.
High-Income Earners with K-1s
→ Whether from partnerships, S-Corps, private equity, hedge funds, or real estate syndications — we manage your K-1s, coordinate across states, and minimize your tax burden with confidence.
Real Estate Investors
→ Maximize depreciation, structure 1031 exchanges, and align your entities to lower taxes and grow your portfolio efficiently.
Professionals & Entrepreneurs
→ Doctors, consultants, lawyers, and multi-entity business owners — we design customized tax strategies to protect your income and build long-term wealth.
Hundreds of high-income earners and business owners trust Ivy to simplify their taxes, reduce overwhelm, and protect their financial future.
Many have been with us for years — because once they experience proactive strategy, they never go back.
Why Choose Ivy Tax & Business
Tax planning isn’t just about saving money — it’s about protecting your legacy, your growth, and your peace of mind.
Your tax strategy should be as sophisticated as your income.
Here’s why 6–7 figure earners, small business owners, and entrepreneurs across the U.S. trust Ivy:
Proactive, Year-Round Tax Planning
→ We don’t wait for deadlines. We work with you all year to maximize savings.
K-1 & Multi-Entity Expertise
→ Private equity, hedge funds, real estate syndications — we handle the complexity most CPAs avoid.
Tailored Strategy, Never Templates
→ Every client gets a custom plan built around their income, industry, and growth goals.
Compliance + Long-Term Wealth Building
→ Whether you’re running a growing business or managing multiple investments, we help you stay compliant, legal, and efficient — while building long-term, tax-efficient wealth.
Clients don’t stay with us just because we do taxes — they stay because we care about their future.
What We Offer
We offer practical solutions to the problems small business owners and high-income earners face every day — from messy books and tax surprises to unclear structures and missed opportunities.
Reduce Your Tax Burden
- Year-round tax planning to avoid surprise tax bills
- Entity structure optimization (LLC vs S-Corp) to legally reduce self-employment tax
- K-1 and multi-entity filing for real estate, hedge funds, and private equity
- 1031 exchanges and real estate tax strategies to help you keep more of your gains
Build & Protect Your Wealth
- Cash flow and profit optimization so you actually see where your money goes
- Owner compensation & fringe benefit strategies to reduce taxes legally
- High-income & high-net-worth planning tailored to your income streams
- Bookkeeping cleanup to fix disorganized books and get you ready to scale
Stay Confidently Compliant
- Full-service accounting and monthly reporting to eliminate last-minute stress
- Multi-state tax coordination for growing businesses
- Quarterly reviews to stay compliant and prevent costly surprises
Not sure where to start? Book a free strategy call — we’ll help you figure it out, no pressure.
Proactive Tax Planning
Most people overpay on taxes simply because they don’t have a plan. At Ivy Tax & Business Inc., we take a strategic, proactive approach to legally reduce your tax burden while helping you build long-term wealth.
Our tax planning services ensure that high-income earners, business owners, and real estate investors don’t miss out on valuable tax-saving opportunities.
What We Offer:
✅ Business Structure Optimization – Choose the right entity for tax efficiency.
✅ Tax-Efficient Income & Expense Planning – Reduce taxable income legally.
✅ Real Estate Tax Strategies – Maximize deductions for property investments.
✅ Strategic Business & Personal Tax Alignment – Save more across all income sources.
✅ Health & Vehicle Deductions – Utilize often-missed tax savings.
💡 Don’t wait until tax season—plan ahead and reduce your taxes today!
Business Tax Preparation
Business tax compliance is complex and overwhelming—and missing deductions or filing late can cost you thousands in penalties. At Ivy Tax & Business Inc., we make sure your business taxes are handled accurately and efficiently, while helping you minimize tax liability.
We work with LLCs, S-Corps, C-Corps, and partnerships, ensuring that every tax deduction is legally maximized.
Our Business Tax Services Include:
✅ Federal & State Tax Filings – Stay compliant and avoid penalties.
✅ K-1 & Business Owner Reporting – We specialize in complex K-1 filings.
✅ Quarterly Tax Planning – Prevent surprises with proactive tax strategies.
✅ IRS Representation – Let us handle IRS notices and audits for you.
✅ Tax Reduction Strategies – Identify legal ways to lower your tax bill.
📞 Ensure compliance and maximize savings—schedule your business tax consultation today!
Individual Tax Preparation
At Ivy Tax & Business Inc., we go beyond just preparing your individual tax return—we help you keep more of your hard-earned money.
Many high-income earners, business owners with K-1s, and real estate investors overpay on taxes because they lack a proactive tax strategy. Our expert team ensures accurate filing, tax optimization, and audit-proof documentation to minimize your liability legally.
Why Work with Us?
✅ Accurate & Timely Tax Filing – Stay compliant with federal & state regulations.
✅ Advanced K-1 Reporting – We specialize in complex business & partnership income filings.
✅ Real Estate Tax Optimization – Maximize deductions on property investments.
✅ Proactive Tax Planning – Reduce taxes legally with customized strategies.
✅ Audit-Proof Documentation – Minimize IRS risk with proper records.
✅ Year-Round Tax Support – We don’t just file—we help you plan ahead.
💡 Stop overpaying—schedule your tax consultation today!
Bookkeeping and Accounting
Disorganized books can lead to IRS penalties, cash flow problems, and missed deductions. At Ivy Tax & Business Inc., we go beyond basic bookkeeping — our CPA-supervised, tax-ready financial systems keep your records accurate, audit-proof, and optimized for long-term savings.
Headquartered in Long Island, NY, and serving clients nationwide across the U.S., we help business owners gain clarity and control over their finances — so they can focus on what truly matters: growing their business with confidence.
Our Bookkeeping & Accounting Services Include:
✅ Bank & Credit Card Reconciliation – Maintain accuracy with every transaction.
✅ Tax-Ready Books & Financial Reports – Stay compliant and ready for tax season anytime.
✅ Profit & Cash Flow Insights – Turn your numbers into smarter business decisions.
✅ Flexible Service Options – Monthly or quarterly reconciliation tailored to your needs.
✅ Seamless Integration with Tax Planning – Align your books with proactive, year-round tax strategies.
📞 Let us handle the numbers—schedule your bookkeeping consultation today!
516-344-8065
718-801-8060
(text messages)
wechat ID: Ivycpatax
Proactive Tax Strategy
At Ivy Tax & Business Inc., we specialize in strategic tax planning and proactive financial solutions for small business owners, high-income earners, professionals, and real estate investors. Unlike traditional accountants, we focus on legally reducing your tax burden, increasing your cash flow, and helping you build long-term wealth through customized tax strategies.
What Customers Say About Us?
