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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.
(Internal text-only numbers are not listed publicly.)

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]