Compliance & Filing
Your go-to resource for ensuring your business meets its tax obligations on time and accurately. Explore guidance on mandatory registrations, bookkeeping requirements, timely tax returns (monthly, quarterly, annual), proper documentation, and how to stay current with evolving regulations. Whether you manage a small startup or an established company, these tools and tips help you avoid penalties, keep smooth financial records, and maintain compliance with tax laws.
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Ivy Tax & Business Inc.— Professional CPA Firm
Expert Tax Strategy for Business Owners — Reduce Taxes, Stay Compliant, and Build Long-Term Wealth
Ivy Tax & Business Inc. is a professional CPA firm specializing in proactive tax planning, S-Corp optimization, business tax preparation, and strategic accounting for small businesses, real estate investors, and high-income earners.
Trusted by Business Owners Nationwide
- Trusted by small business owners, service-based professionals, and real estate investors across the U.S.
- Recognized for delivering proactive, compliant, and results-driven tax strategies.
- Specialized in S-Corp optimization, multi-entity planning, multi-state issues, and complex K-1 income.
- Proven track record of helping clients reduce taxes, improve cash flow, and avoid IRS issues.
Who We Help
We work closely with a wide range of businesses and professionals, including:
- Small business owners transitioning to or operating as S-Corps
- Service-based business owners (tutoring, dance studios, beauty, consulting, medical, legal)
- High-income W-2 and K-1 earners
- Real estate investors (STR, LTR, flipping, syndication, 1031 exchange)
- Private equity and hedge-fund professionals
Multi-entity and multi-state business owners
Why Choose Ivy Tax & Business Inc.?
Specialists in S-Corp Tax Strategy
We work with small business owners every day to reduce self-employment taxes and stay IRS-compliant.
Proactive, Not Reactive
We plan ahead—quarterly and annually—to help you save more.
Expert Guidance for Complex Situations
Ideal for S-Corps, multi-entity structures, real estate portfolios, and high-income clients.
Customized, Strategic Planning
Every client receives a personalized tax strategy designed around your revenue, business model, and goals.
Our Simple 3-Step Process
1. Strategy Call
We review your structure, income, and potential tax savings.
2. Tax Savings Blueprint
You receive a personalized tax plan, including S-Corp strategies and IRS-compliant salary guidance.
3. Year-Round Support
We support you with compliance, quarterly planning, bookkeeping, and long-term strategy.
Bilingual Support
We proudly offer full bilingual communication in English & Chinese.
Phone, email, and document explanations can be provided in both languages for accuracy and clarity.
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Get Started Today
Book a free strategy session to uncover hidden tax savings and receive a customized plan for your business.
📞 Phone: 516-344-8065
📧 Email: [email protected]