Tax Strategies & Outsourced CFO Services in New York
Numberschangedecisions.Let's understand them first.
TSG Strategies brings your tax strategy, financial guidance, books, and returns together under one roof — so your numbers stay clear and you can make smarter, data-driven decisions about what you earn and keep, year-round.
Financial clarity.
Confident decisions.
Platforms we work with
Choose your starting point
Find the solution that's right for you. Every engagement is built around clarity, consistency, and insight — not just the software.
Tax Advantage Framework™
Proactive, year-round advanced tax strategy tailored to your circumstances — identifying tax-saving opportunities before they pass, not after the filing deadline.
- Individual & business planning
- Strategy design & implementation
- Short-term rental & R/E investors
CFO Advisory
Strategic guidance to help you understand numbers you don't understand, interpret what they mean, and decide what to do next — for one flat monthly fee.
- Interpret numbers & make sense of financial reports
- Monthly Scoreboard & Action Plan
- Cash flow forecasting, profit leaks & pricing
Financial Clarity Framework™
Transaction management, cleanup, and cloud accounting setup that keeps your records accurate, current, and reliable across QuickBooks, Xero, Digits, Kick, and Puzzle.
- Monthly reconciliation
- AI-assisted receipt capture
- Business payroll services
Tax Preparation & Filing
Top-notch preparation and filing with valuable guidance on tax-saving opportunities tailored to you. We make filing accurate, timely, and stress-free.
- Federal & state returns
- Individuals, corporations & non-profits
- Audit protection & IRS notice support
Entity Structure
Start or restructure your business or nonprofit with guidance on entity selection, formation, and tax status aligned with your goals.
- LLC, corporation & nonprofit formation
- S-corp elections & entity changes
- Tax-exempt status application support
Capital Access
Get lending-ready with clean financials and the documentation lenders and investors expect, so capital is there when opportunity is.
- Lender-ready packages
- Financial statements
- Capital readiness review
You formed the LLC — now set up the system behind it.
Too many owners register a business — or start earning on the side — and stop there. Without a proper accounting system, you're flying blind on cash flow, scrambling at tax time, filing quarterly estimates with no real numbers — or skipping them and owing penalties plus a surprise balance due — and making decisions in the dark. A proper system means a dedicated accounting platform with bank and card transactions imported automatically, income and expense categories set up for your business, and every transaction categorized and matched to your statements — so your records stay current. Not a spreadsheet that's always a step behind. And no, your bank's summary isn't a substitute: it shows what moved, not what it means — and it only sees that one account, missing every deductible dollar on a personal card or a second account.
Your business and personal finances, side by side
As a business owner, your company and personal finances are closely connected. We bring both sides together so you can see where you stand and decide with confidence.
Personal Finances
Living expenses, family assets, long-term savings
Cash
Checking and savings balances
Spending
Everyday expenses by category
Credit
Credit cards and loans
Investments
Retirement and investment accounts
Budget
Monthly targets and household spending
Goals
Savings goals and emergency funds
Business Finances
Daily operations, cash flow, company performance
Bank Accounts
Checking, payroll, and reserves
Cash Flow
Incoming payments and forecasts
Performance
Revenue, profit, and margins
Accounting Records
Automatic updates from QuickBooks
Taxes
Quarterly estimates and deductions
Reports
Clear monthly and annual summaries
One clear financial picture — estimate taxes, plan owner pay, and see both sides in one place.
See what's happening. Plan what comes next.
TSG Strategies brings your accounts, books, cash flow, and planning into one clearer financial view.
See your financial position in one place
Bring connected accounts, cash, investments, debt, and recent activity into one organized view so you always know where you stand.
- View connected financial accounts in one place
- See cash, investments, debt, and net position together
- Review recent and upcoming financial activity
One team. Every angle covered.
Connected services for your business and personal finances.
Modern accounting technology, paired with human advisory
We pair modern accounting technology with human advisory to help you see clearly and move confidently — across tax planning, tax prep, and bookkeeping.
Based in the Bronx, NY. Serving business owners and individuals nationwide.
Year-round, not just tax season
We're here twelve months a year. Simple tax questions, business-decision advice, or a government notice — call anytime.
Clean, current, reliable records
Accurate books across QuickBooks, Xero, Digits, Kick, and Puzzle — with the focus on clarity and insight, not the software.
One team, every angle
Bookkeeping, tax preparation, tax planning, CFO advisory, entity structure, and legacy planning — all under one roof, so nothing falls through the cracks.
Forward-looking strategy
We don't just look back. Forecasting, cash flow, and decision support help you grow with clarity and confidence.
See what advisory is worth
Adjust the sliders to estimate the potential return from TSG Strategies advisory solutions. These are illustrative estimates, not guarantees.
Your tax picture
Projected Tax Advisory ROI
Illustrative estimates based on the inputs above and typical engagement outcomes. Your actual results depend on your specific circumstances.
Start with Clarity. Add support as you grow.
Transparent, flat-fee engagements. Use the Fit Finder to find your starting point — or talk to us and we'll recommend one together.
Clarity
From $59/mo
Owners who want clean books and a complete financial command center.
- Cloud accounting setup & dashboard
- Monthly reconciliation & categorization
- Catch-up bookkeeping available
- Real-time financial overview
Tax Strategy
From $179/mo
Owners who want proactive tax planning alongside clean books.
- Everything in Clarity
- Year-round advanced tax planning & strategy
- Quarterly estimates & projections
- Coordinated tax prep & filing
Managed
From $649/mo
Owners who want accounting and operations handled with them.
- Everything in Tax Strategy
- Full bookkeeping & operations
- Payroll & HR coordination
- Monthly advisory check-ins
Private Advisory
From $1,250/mo
Owners with complex finances and tailored advisory scope.
- Everything in Managed
- Dedicated CFO advisory
- Multi-entity & capital access
- Tailored advisory scope
Prefer a one-time engagement? Tax preparation, bookkeeping cleanup, and entity formation are available as fixed-scope projects.
Not sure where to start?
Answer a few quick questions to discover which of our solutions best fits your needs.
Frequently asked questions
Still unsure? Take the fit finder or call us at (646) 494-2044.
Absolutely! We offer individual tax planning, business tax planning, and planning for rental properties, asset sales & like-kind exchanges, finance and refinance, home purchase and sale, and Social Security claiming — all tailored to your unique circumstances. We also run tax scenario simulations so you can model a sale, refinance, or restructuring and see the tax impact before you commit.
You're likely ready for CFO-level support when your business generates revenue consistently but decisions feel bigger, riskier, or more complex. It's a strong fit if revenue is growing but cash flow feels inconsistent, you want to scale intentionally, you need clearer insight into profitability or pricing, or you're planning hiring and expansion. At that stage, clean books aren't enough — CFO advisory focuses on forward-looking planning and decision support.
Yes you can! We can collaborate with your existing CPA or bookkeeper with controlled access and shared visibility, or take over bookkeeping and tax prep entirely — whichever fits your situation best.
Without a doubt! We're here for you twelve months a year, not just during tax season. Whether you have a simple tax question, need advice on the tax implications of a business decision, or want help with a government notice, feel free to reach out.
We work with and have certifications for most leading platforms including QuickBooks, LedgerHQ, Xero, Sage, FreshBooks, NetSuite, Odoo, Digits, Kick, Puzzle, SparkReceipt, and Rillet — with the focus always on clarity, consistency, and insight rather than the software itself.
Yes. Legacy planning protects what you've built and helps pass it on efficiently. We provide a secure platform to create and store your estate documents — Wills, Trusts, Powers of Attorney, and healthcare directives — and we incorporate the right legal structures into your overall plan so your tax strategy and estate goals move together. We work alongside your estate attorney, aligning gifting, trust planning, beneficiary designations, and tax-efficient transfers so your legacy isn't whittled away by avoidable tax bills. The goal is a coordinated plan that ties your books, taxes, and long-term planning together.
Just answer a few quick questions above and we'll match you to the right starting point — Financial Clarity Framework™, Tax Advantage Framework™, Tax Preparation & Filing, CFO Advisory, Entity Structure, Capital Access, or Legacy Planning. Clarity is available for immediate signup, while the other tiers start with a Strategy Call so we can confirm the scope together.
Get in touch with TSG Strategies
Ready to get started? Fill out the form and we'll be in touch — or take the fit finder above if you're not sure where to start.