The Entrepreneur's Advisor & CPA

Tax Strategies and Compliance

We are licensed multi-state CPAs (FL, NY, CA, and IL and successful entrepreneurs who serve local, national and international clients that require a higher level of service and advice from CPAs with decades of entrepreneur business as well as Federal, State, City and International taxation experience . Due to extreme demand in 2023 we accept new clients by referral only at this time.

We are 100% cloud based for receipt and distribution of secure date. No emailing of any personal data please.

Need to contact the IRS? Call 800-829-1040 for individuals. Call 877-829-5500 for businesses.

Trusted Advisors for Individuals and Businesses

We offer valuable advice pertaining to financial statement presentation, tax compliance and planning, structuring your business ownership for taxes, real estate, credit line applications, buying/selling a business, and general business decisions such as purchase vs lease, selling your business, buying a business etc.


  • Jan 17, 2023 - Q4 estimated taxes due Federal and certain States

  • Jan 31, 2023 - 1099s and W2s emailed or mailed to recipients and IRS/States.

  • March 1, 2023 - Delaware annual Franchise for those formed there

  • March 15, 2023 - S Corp, LLC, Partnership deadline for filing or extensions. (all docs in by Feb 1)

  • April 1, 2023 - Tangible tax returns or extension where applicable

  • April 18 ,2023 - Individual tax return deadlines unless extended. (all docs in by Mar 20)

  • May 1, 2023 - Final extended Tangible tax return deadline. Sunbiz FL final deadline.

For clients: Email us regarding other miscellaneous state and local deadlines.