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Who We Are

Ivy Tax and Accounting Services is a trusted accounting and tax firm located in New York, NY. We proudly serve individuals, entrepreneurs, and small businesses throughout the tri-state area. Our team of experienced professionals are dedicated to providing tailored financial guidance, ensuring you achieve optimal outcomes in both your personal and business finances.

Our Values

Our core values guide everything we do:

  • Integrity: We uphold the highest ethical standards and maintain confidentiality in all client interactions.
  • Client Focus: We prioritize your needs and provide personalized solutions tailored to your unique circumstances.
  • Expertise: We stay updated on the latest financial regulations and tax laws to offer informed guidance.
  • Accessibility: We maintain open communication and prompt responses to your questions and concerns.

Our Services

We offer a comprehensive range of accounting and tax services, including:

Business Services

  • Small Business Accounting & Bookkeeping
  • Part-Time CFO Services
  • Cash Flow Management & Business Advisory
  • New Business Formation
  • Tax Planning & Compliance

Tax Services

  • Individual Tax Preparation & Planning
  • Tax Preparation for Businesses
  • Tax Planning & IRS Representation
  • Back Taxes & Tax Debt Resolution

Personal Services

  • Estate & Trust Tax Services
  • Tax Consulting & Financial Planning

Why Choose Ivy Tax and Accounting Services?

Our clients benefit from:

  • Personalized Attention: Every client receives dedicated service from experienced professionals who understand their unique needs.
  • Responsive Communication: We prioritize clear and consistent communication throughout the process.
  • Comprehensive Expertise: We possess extensive knowledge of accounting principles, tax laws, and financial planning strategies.
  • Affordable Fees: We offer competitive rates and transparent billing practices.
Let us be your trusted partner in achieving financial success. Contact us today for a free consultation and explore how we can help you reach your financial goals.
Reviews (32)
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Positive: These reviewers have had an exceptional experience with Sam and Ivy Tax and Accounting Services, praising their professionalism, knowledge, and ease of use.

Exceptional Service and Professionalism

The reviews highlight the exceptional service and professionalism provided by Sam and Ivy Tax and Accounting Services. All reviews praise the company and Sam's expertise, knowledge, and responsiveness. Reviewers appreciate the smooth and thorough process, prompt communication, and ease of use of the secure portal for document submission.

Key Strengths:

  • Knowledge and Expertise: Sam's knowledge and expertise are consistently praised by reviewers, who appreciate his ability to explain complex information in a clear and concise manner.
  • Professionalism: Reviewers highlight Sam's professionalism, timeliness, and responsiveness, making the process seamless and stress-free.
  • Secure Document Submission: Reviewers praise the secure portal for uploading and downloading documents, which is easy to use and provides peace of mind.

What Users Like:

  • Easy and Smooth Process: Reviewers appreciate the straightforward and organized process, making it easy to navigate.
  • Prompt Communication: Reviewers praise Sam's timely responses to questions and concerns, making the process feel relaxing and stress-free.
  • Thorough and Accurate: Reviewers appreciate the attention to detail and accuracy provided by Sam and Ivy Tax and Accounting Services.

No Negative Aspects

No reviewers mention any negative aspects or disappointments.