THE TEAM

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"With less than a week to go before my tax return deadline and key documentation missing, Tony stepped in and immediately alleviated my concerns. He swiftly brought me on board, filled in the gaps and ensured that my return was accurately filed within a few days. Tony's proactive, calm, and decisive approach under short timelines reflected his poise and expertise. I would highly recommend him to anyone in need of tax assistance!"

"Tony helped me untangle a complicated maze of tax notices from the IRS, New Jersey, and New York—including addressing additional tax demands and a withheld refund. His proactive coordination with both the regulators and external providers ensured every issue was resolved efficiently and in my favor. I trust Tony’s expertise and commitment, and I highly recommend him for anyone facing challenging tax matters."

“Tony gave me exactly the guidance I needed at a critical moment in building my tutoring business. I had already set up my LLC, but was advised by someone else to convert it to a partnership. Tony clearly laid out the pros and cons, and helped me understand that staying a single-member LLC would save me unnecessary filing costs without sacrificing any real benefit. He also helped me identify deductions I hadn’t been taking advantage of. It’s been a huge help having someone who knows the tax side and actually listens.” 

“As a foreigner new to the U.S. system, I really valued Tony’s clear, practical guidance. He helped me file my first tax return, set up my company, get my EIN, and draft an operating agreement — everything I needed to start operating with confidence. His support was knowledgeable, responsive, and easy to trust.” 

“I reached out to Tony after noticing issues with my tax return and gross-up calculation provided through my employer’s relocation package. Despite having a Big 4 firm involved, the return had major errors and I was told I owed $7,000 back to my company. Over the next few months, Tony worked patiently and persistently — not only correcting the return, but clearly proving that the company actually owed me a refund. His knowledge, follow-through, and personal service made all the difference.”

“When I first reached out to Tony, I had nearly $20,000 hanging over me from an IRS notice and no idea where to begin. I had stopped opening my mail out of stress. Tony took the time to go back through 10 years of returns, uncovered foreign tax credits I never knew I had, and helped extend the statute of limitations to claim them. He also successfully pushed for a penalty abatement that reduced over 75% of what I owed. I genuinely felt like someone was in my corner — and it changed my life.” 

“I hadn’t filed a tax return in over 15 years and had no idea where to start. I was worried about the consequences and how much I might owe. Tony guided me through the entire process with clarity and zero judgment. He uncovered years of unclaimed foreign tax credits and helped me use a special IRS program for expats to avoid penalties. By the end, my account was in good standing — and I now have over $10,000 in credits to use going forward. I couldn’t have done it without him.”

“Tony has been instrumental in helping us launch and scale our operations. He’s worn multiple hats — from financial modeling and cost structuring to licensing, compliance, and operational planning. Whether it’s structuring contractor agreements to ensure deductibility or navigating complex state-level filings, Tony has brought clarity, strategic thinking, and reliable execution to every challenge. He’s not just a consultant — he’s become a core part of our leadership team.” 

“Working with Tony gave me a much clearer understanding of both my business and personal finances. He walked me through my financial statements in a way that actually made sense, helped me identify opportunities to improve my cash flow, and modeled out different retirement scenarios based on my goals. His advice was practical, insightful, and tailored to where I am in life — it felt like having a financial coach who actually knows the numbers.”