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:
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.
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.
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.
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
Build & Protect Your Wealth
Stay Confidently Compliant
Not sure where to start? Book a free strategy call — we’ll help you figure it out, no pressure.
516-344-8065
718-801-8060
wechat ID: Ivycpatax
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.
