Who We Are

About FinTax Consultants

Driven by precision, powered by partnership. We help ambitious individuals and businesses navigate complex financial landscapes with clarity and confidence.

FinTax Consultant team collaborating Est. 2016

Our Story

Less Noise.
More Signal.

At FinTax Consultant, we believe accounting should be simple, strategic, and stress-free. We specialize in delivering actionable financial strategies tailored to help businesses grow, stay compliant, and achieve long-term success.

Founded with a passion for precision and a commitment to client success, we've grown into a trusted advisory firm serving diverse industries across New York and nationwide. Our mission is to demystify finance for business owners — providing clarity and confidence in every decision. We don't just crunch numbers; we partner with you to build a resilient financial future.

CPA & EA Certified
AICPA Member Firm
Serving 50 States
5-Star Rated
Managing Partner
FinTax Consultant Managing Partner, CPA
500+
Clients Served
14
Industry Awards
98%
Client Retention
9 yrs
In Business

What Drives Us

Our Core Values

Every decision we make for our clients is grounded in these three principles.

Integrity

We adhere to the highest ethical standards in every interaction. Your trust is our most valuable asset — we protect it fiercely and earn it continuously.

Precision

We deliver accurate and reliable financial data you can act on. Our meticulous attention to detail ensures you're always audit-ready and fully compliant.

Partnership

We build lasting relationships by deeply understanding your business needs. We're not just your accountants — we're your long-term financial partners.

The People

Meet the Team

A dedicated group of CPAs, Enrolled Agents, and financial professionals committed to your success.

Managing Partner

Managing Partner

CPA · Managing Partner

Senior Tax Advisor

Senior Tax Advisor

EA · Head of Tax Advisory

Business Advisor

Business Advisor

MBA · Director of Advisory

Credentials

Certifications & Memberships

AICPA Member
NYSSCPA Member
IRS PTIN Registered
5-Star Google Rated
9+ Years in Practice

Let's Work Together

Ready to Take Control of Your Finances?

Schedule a free consultation and discover how FinTax Consultant can become your most valuable financial partner.

Book a Free Consult Our Services

Book an Intro Call with a tax expert on our team.

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