Trusted Advisors for Your Financial Clarity
Modern CPA delivers comprehensive financial solutions with a boutique approach. From tax strategy to business advisory, we're your partners in financial success.
Comprehensive Financial Solutions
From tax strategy to business advisory, we provide end-to-end financial services tailored to your unique needs.
Tax Services
Personal and business tax preparation, strategic tax planning, and IRS representation during audits or disputes.
Accounting & Bookkeeping
Monthly/quarterly bookkeeping, financial statements preparation, and comprehensive ledger management.
Business Advisory
Financial forecasting, startup consulting, cash flow management, and entity structure guidance.
Auditing & Assurance
Independent audits for regulatory compliance, internal controls review, and financial reviews for stakeholders.
Payroll Services
Employee payroll processing, tax filings, direct deposit setup, and pay stub generation.
Specialty Services
High-net-worth individual tax planning, succession and estate planning, virtual CFO services, and cryptocurrency tax compliance.
Our Boutique Approach
We combine traditional expertise with modern technology to deliver exceptional financial solutions.
Direct Partner Access
Work directly with senior partners who understand your unique financial situation and goals.
Proactive Strategy
Stay ahead with forward-thinking tax planning and financial strategies that anticipate market changes.
Holistic Financial View
Get comprehensive financial guidance that considers all aspects of your personal and business needs.
The Modern CPA Difference
Personalized Attention
Limited client roster ensures you receive focused, dedicated service from our expert team.
Industry Specialization
Deep expertise in startups, tech, and creative industries means we understand your unique challenges.
Technology Forward
Leverage cutting-edge financial technology while maintaining the personal touch of a boutique firm.
Client Success Stories
Don't just take our word for it. Here's what our clients have to say about their experience with Modern CPA.
"Modern CPA transformed our financial strategy. Their proactive approach and deep expertise have been invaluable to our business growth."
Sarah Johnson
CEO, TechStart Inc.
Meet Our Partners
Our team of experienced professionals brings decades of expertise to your financial challenges.
Elizabeth Chen, CPA
Managing Partner
Over 20 years of experience in tax strategy for high-net-worth individuals and business structuring.
Marcus Johnson, CPA
Tax Partner
Former IRS advisor specializing in complex tax situations and audit defense strategies.
Let's Start a Conversation
Schedule a confidential consultation to discuss how we can help you achieve your financial goals.
Phone
Office
New York, NY 10001