Precision tax and bookkeeping for the way you do business.
Pro-Advisor partners with real estate professionals, small businesses, and individuals across New York to simplify finances, minimize tax burden, and unlock confident decision-making.
Tax Preparation & Planning
Individual, business, and multi-state returns handled with year-round planning to minimize what you owe.
Meticulous Bookkeeping
Clean, reconciled monthly books and clear financial reporting so you always know where your business stands.
New York Expertise
Deep familiarity with NY state and city tax codes, filings, and the realities of doing business here.
A full-service practice, tailored to you.
Whether you own a portfolio of rental properties, run a growing business, or need a careful hand on your personal return, our work is built around one principle: clarity in your numbers leads to better decisions.
See all services →Tax Preparation & Planning
Individual, business, and multi-state filings.
Real Estate Accounting
Rental income, cost segregation, 1031 exchanges.
Bookkeeping
Clean monthly books, reconciliations, reporting.
Advisory & Payroll
Entity structure, cash flow, payroll administration.
Ready for a more confident financial year?
Reach out for an introductory call. We'll listen, learn about your situation, and outline how we can help.
lan@pro-advisor.net