Our Process
A reliable accounting and tax system depends on a clear, predictable workflow. Our process keeps your books accurate, your filings compliant, and your financial decisions grounded in real numbers. Every engagement follows the same three phases — simple, structured, and built to support long-term stability.
At Sundack CPA, your success is our priority. We’re not just expert CPA's —we’re your financial partners, committed to helping you grow and thrive.
Ready to see the Sundack CPA difference? Connect With Us Now!
Questions? Let's Connect
Accounting & Tax Support Built for NYC, Long Island, and Multi-State Clients
Our process is designed for the realities of working in New York City, Long Island, and across multiple states. Clients here deal with stricter compliance, overlapping tax rules, and heavier documentation — so the way we review, manage, and plan is structured to keep everything accurate and aligned with federal, state, and city requirements.
We support businesses and individuals throughout the five boroughs, Nassau, Suffolk, and clients with multi-state income or operations, making sure your books stay organized and your filings stay on track across every jurisdiction.
Our Process
1. Evaluate & Stabilize
We begin with a full review of your current financial setup. This allows us to identify errors, inefficiencies, and compliance risks before we take over the ongoing work.
During this phase, we review:
Existing bookkeeping and reconciliations
Financial statements and reporting
Prior-year filings and notices
Revenue flow, expenses, and payroll setup
Accounting software, structure, and workflows
From there, we clean and organize your books, correct past issues, and align your financial system so everything is accurate and ready for ongoing management.
2. Manage & Maintain
Once your books are stable, we take over the month-to-month accounting that keeps your business organized.
This includes:
Monthly reconciliations
Updated financial statements
Accurate categorization and documentation
Sales tax and payroll coordination
Consistent reporting and quick support
You get reliable numbers and predictable reporting every month — without interruptions, guesswork, or surprises.
3. Plan & File
With clean and consistent accounting in place, we move into structured tax planning and filing.
This phase includes:
Year-round tax planning
Quarterly estimates
Entity and compensation strategy
Multi-state considerations when applicable
Business and personal tax returns
IRS and state filings with complete documentation
Your tax obligations are handled accurately, and you stay prepared for upcoming changes, deadlines, and financial decisions.
Why This Process Works
Our process is built to create clarity and consistency by keeping your books organized, your reporting predictable, and your filings accurate. You get practical tax planning, stable documentation, and straightforward communication, all supported by a financial system that scales with your business. This structure removes confusion and gives you the support needed to run and grow your operation with confidence.
At Sundack CPA, your success is our priority. We’re not just expert CPA's —we’re your financial partners, committed to helping you grow and thrive.
Ready to see the Sundack CPA difference? Connect With Us Now!
Questions? Let's Connect
Who We Serve
Solopreneur Accounting Services
We provide tailored accounting services for freelancers, independent contractors, and self-employed professionals. Our services include quarterly tax estimates, deduction tracking, and financial planning designed to help solopreneurs maximize their earnings and reduce tax liabilities.
Real Estate Investor Accounting
Real estate investors require specialized financial strategies to navigate complex tax laws. We provide bookkeeping, capital gains tax planning, and rental property deductions to help investors optimize their real estate portfolios.
Medical & Dental Accounting Services
Medical and dental professionals must balance payroll, compliance, and tax optimization while running a successful practice. Our accounting services help healthcare professionals streamline financial management and maximize operational efficiency.
Home Services Business CPA
Plumbers, electricians, and HVAC specialists benefit from industry-specific tax strategies, payroll management, and financial forecasting to help manage expenses and increase profitability.
MSP Accounting & Bookkeeping
Managed Service Providers (MSPs) require advanced accounting solutions for tracking recurring revenue, managing IT business expenses, and tax planning for growth. Our accounting services ensure MSPs remain financially organized and compliant.
Restaurant, Food & Beverage Accounting
The restaurant industry presents unique accounting challenges, from tip allocation to payroll compliance and inventory management. We provide financial solutions that help restaurant owners reduce costs and maximize revenue.
At Sundack CPA, your success is our priority. We’re not just expert CPA's —we’re your financial partners, committed to helping you grow and thrive.
Ready to see the Sundack CPA difference? Connect With Us Now!