About Us

We are a boutique CPA firm located in Westchester County, New York providing business valuation, financial forensics, fiduciary accounting, tax planning, tax preparation, and tax problem resolution assistance to businesses, individuals, estates, trusts, attorneys, and other CPA/Accounting firms that do not provide the type of special services we offer.

Products & Services
Taxation & Business Valuation Services
Business Valuations and Tax Related Matters by Boutique CPA Firm-Taxation & Business Valuation Services
We are a boutique CPA firm located in Thornwood, NY, and our forte focuses on assisting clients, attorneys and other accounting firms with Business...
Free Consultation Calls by Boutique CPA Firm-Taxation & Business Valuation Services
When you need to count on expertise, we're here to help. Boutique CPA firm offers Business Valuation and Tax Services offers free consultation call...
Recommendations Given (121)
"Quality oriented professional "
"Excellent service, clean, neat, and personable management."
Recent Activity

Ed from Boutique CPA Firm-Taxation & Business Valuation Services Answered this on February 18, 2022
The are plenty of companies that can form a business entity for you for a reasonable fee plus state filing costs. A Google search will lead you to them. I would rather not provide their names in writing here because I do not want to show any favoritism to one company vs. another. (more) The are plenty of companies that can form a business entity for you for a reasonable fee plus state filing costs. A Google search will lead you to them. I would rather not provide their names in writing here because I do not want to show any favoritism to one company vs. another.

Ed from Boutique CPA Firm-Taxation & Business Valuation Services Answered this on April 24, 2020
My experience has been rather frustrating and disappointing. Some banks cooperate while others do not. There is no banking uniformity and each has its own application forms without rhyme or reason. Many banks have ignored their small business customers while providing funds to larger companies... (more) My experience has been rather frustrating and disappointing. Some banks cooperate while others do not. There is no banking uniformity and each has its own application forms without rhyme or reason. Many banks have ignored their small business customers while providing funds to larger companies with sufficient cash and probably don't need the handout while small mom and pop shops suffer a lack of cash flow and potential extinction. It's yet to be seen if a second round of funding will correct the inequity.
1 Reply

Ed from Boutique CPA Firm-Taxation & Business Valuation Services Answered this on April 06, 2020
I don't foresee any advantage v. disadvantage. The only caveat in my estimation is can your tax preparer get it done or does he/she need time to prepare your tax filings correctly and without unnecessary stress. (more) I don't foresee any advantage v. disadvantage. The only caveat in my estimation is can your tax preparer get it done or does he/she need time to prepare your tax filings correctly and without unnecessary stress.

Ed from Boutique CPA Firm-Taxation & Business Valuation Services Answered this on April 02, 2020
Suzanne, your post looks like a trick question to me. If you're price shopping I'm certain you can always find someone cheaper. The $1,785 fee for two years of federal and state tax prep could actually be reasonable depending on the service providers hourly rate, the complexity of your work, the... (more) Suzanne, your post looks like a trick question to me. If you're price shopping I'm certain you can always find someone cheaper. The $1,785 fee for two years of federal and state tax prep could actually be reasonable depending on the service providers hourly rate, the complexity of your work, the number of states involved, the professional's education, credentials, designations, skill level, experience, business overhead, et cetera. The more you do the less time a professional has to devote to the prep of your work and the less your fee will be. However, if you want quality, experience, and skill, you have to pay for it. Good luck, stay well, and be happy. 

Ed from Boutique CPA Firm-Taxation & Business Valuation Services Answered this on March 26, 2020
If you already filed, prepare and file and amended return before he does. (more) If you already filed, prepare and file and amended return before he does.

Ed from Boutique CPA Firm-Taxation & Business Valuation Services Answered this on February 21, 2020
Typically, no ... (more) Typically, no ...

Ed from Boutique CPA Firm-Taxation & Business Valuation Services Answered this on January 17, 2020
To be successful as a business owner you have to be a self-starter generated by motivation from within.  (more) To be successful as a business owner you have to be a self-starter generated by motivation from within. 

Ed from Boutique CPA Firm-Taxation & Business Valuation Services Answered this on November 22, 2019
Proper marketing rather than advertising  (more) Proper marketing rather than advertising 

Ed from Boutique CPA Firm-Taxation & Business Valuation Services Answered this on November 15, 2019
Visiting with my grandchildren  (more) Visiting with my grandchildren 

Ed from Boutique CPA Firm-Taxation & Business Valuation Services Answered this on November 08, 2019
I wish I knew a mentor … and initially struggled but eventually made it. I believe a true, nurturing mentor can help make the path to success just a bit smoother to follow.   (more) I wish I knew a mentor … and initially struggled but eventually made it. I believe a true, nurturing mentor can help make the path to success just a bit smoother to follow.  

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