About Us
Ivy Tax & Business Inc. is a Long Island–based CPA firm providing advanced tax planning, S-Corporation strategy, business accounting, and IRS representation for entrepreneurs, real estate professionals, retail business owners, and high-income individuals across New York and nationwide.
We specialize in complex tax situations where precision, compliance, and proactive planning matter.
Who We Serve
We work with business owners and individuals who need more than basic tax filing:
- S-Corporation owners across various industries
- Real estate investors & real estate professionals
- Retail and storefront businesses
- Professional service firms (consultants, medical, legal, agencies)
- Contractors & home service businesses
- E-commerce sellers
- High-income earners with K-1 income
- Multi-state business operators
If your income structure is layered, your entity is evolving, or your tax exposure is increasing — we are built for that level of complexity.
S-Corporation Tax Specialists
S-Corporations require disciplined planning and technical accuracy.
We work extensively with S-Corp owners across industries including real estate, retail, professional services, and small-to-mid-sized operating businesses.
Our S-Corp advisory services include:
- Reasonable compensation planning
- Payroll tax optimization
- Owner distribution strategy
- Multi-state S-Corp compliance
- Clean book structuring for audit protection
- Entity election and restructuring analysis
Improper payroll handling or weak documentation can trigger IRS scrutiny.
We structure S-Corp strategy to protect compliance while minimizing unnecessary tax exposure.
What Makes Ivy Tax & Business Different
Most accounting firms focus on filing returns.
We focus on structure, planning, and risk control.
- CPA-led strategic tax planning
- Proactive year-round advisory
- S-Corporation and pass-through entity expertise
- Multi-state tax compliance experience
- Structured financial review process
- Secure digital client systems
- Clear, direct communication — no accounting jargon
Our approach is disciplined, strategic, and designed to reduce tax liability while maintaining full regulatory compliance.
Comprehensive CPA & Accounting Services
Tax Preparation & Strategic Planning
Accurate, compliant tax filings combined with forward-looking strategies designed to legally minimize liability and eliminate surprises.
Business Accounting & Bookkeeping
Monthly bookkeeping, reconciliations, accrual adjustments, and financial reporting that support clean tax filings and defensible records.
Payroll Coordination (CPA Oversight)
Payroll processing is handled by a trusted third-party provider. We oversee coordination, review payroll reports, reconcile quarterly and year-end filings, and ensure proper integration with your accounting records.
IRS & State Representation
Audit support, notice response, penalty mitigation, and direct communication with the IRS and New York State tax authorities.
Financial Advisory & CFO-Level Support
Cash flow forecasting, budgeting, restructuring analysis, and growth-focused advisory for scaling businesses.
Schedule a Consultation
Ready to discuss your tax structure or planning needs?
Our office will promptly direct your message to the appropriate team member.
Specialized Tax Expertise
We routinely handle:
- S-Corporation and Partnership taxation
- Real estate depreciation and strategic planning
- K-1 income reporting and allocation
- Multi-state compliance
- Business restructuring
- High-income tax strategy
When complexity increases, the cost of errors rises.
Our role is to prevent those errors before they occur.
Outcomes Our Clients Value
Clients partner with us to:
Reduce unnecessary tax exposure
Avoid IRS penalties and audit risk
Maintain clean, defensible financial records
Improve financial clarity and reporting accuracy
Structure payroll properly for S-Corp compliance
Build scalable financial systems
We align tax strategy with business growth and long-term stability.
Local Expertise. Nationwide Reach.
Based in Syosset, Long Island, we proudly serve:
Nassau County
Suffolk County
New York City
Clients throughout the United States
Through secure digital systems and structured workflows, we provide responsive, professional service regardless of location.
Frequently Asked Questions
Do you specialize in S-Corporations?
Yes. S-Corporation tax planning, payroll compliance, and reasonable compensation strategy are core areas of our expertise.
Do you only work with New York clients?
No. We serve clients nationwide while maintaining strong New York State tax expertise.
Do you provide tax planning or just tax preparation?
Tax planning is integrated into our service model. We focus on strategy, not just filing.
Do you process payroll directly?
Payroll is processed by a third-party provider. We provide CPA oversight, reconciliation, and compliance coordination.