How Hiring the Right CPA Near You Like Sundack Can Cut Your 2025 Tax Bill

Most business owners don’t think about their taxes until it’s too late — and by then, it’s usually damage control. But the real financial gains aren’t made in March or April. They’re built month after month through structure, timing, and strategy.

That’s what separates a transactional tax preparer from a year-round CPA — and it’s exactly where Sundack CPA delivers.

If you’ve ever typed “CPA near me” hoping to find someone who can reduce your tax bill, fix a mistake, or shield you from the IRS, here’s what you need to know: not all CPAs are built the same. The right one doesn’t just file. They help you plan, structure, and possibly save more — long before deadlines hit.

Why Searching for a “CPA Near Me” Isn’t Enough

Google is filled with results for local CPAs — but local doesn’t always mean strategic.

A CPA should be your first line of defense against overpaying the IRS. But if your only requirement is proximity or price, you may end up working with someone who simply checks boxes and moves on. That’s where most tax savings vanish.

Sundack CPA isn’t a seasonal firm or a tax kiosk — they’re a Long Island accounting partner that works hands-on with businesses and investors throughout the year. If you’re running a business, building a real estate portfolio, or dealing with IRS notices, choosing a CPA based on zip code alone could cost you far more than you think.

Why 2025 Demands a Strategic CPA, Not Just a Tax Filer

New IRS funding has translated to increased audits, tighter reporting requirements, and far less tolerance for vague deductions or incomplete filings. Here’s what’s already in motion this year:

• Expanded audits targeting high-income earners and pass-through entities

• Greater scrutiny on real estate depreciation and rental loss claims

• Lower thresholds for 1099-K reporting and third-party payments

• Heavier penalties for underpayment and misfiling

Without proper planning, even a profitable year can turn into a tax headache. Sundack CPA helps clients navigate those blind spots before they become liabilities.

Who Sundack CPA Works With — and How They Help

Sundack CPA focuses on business owners, professionals, and investors who need more than just a basic tax return. Their team works year-round with high-risk, high-deduction industries that often require strategic oversight, not just data entry.

Here’s how they serve each core client segment:

✅ Real Estate Investors

Real estate is filled with opportunity — and just as many IRS triggers. Investors often overpay or invite audits by misapplying depreciation, misclassifying income, or failing to qualify as real estate professionals.

How Sundack Helps:

• Evaluates depreciation schedules and cost segregation opportunities

• Navigates passive loss limitations and real estate professional rules

• Guides 1031 exchanges and capital gains deferral strategies

✅ Home Service Companies

Contractors, landscapers, plumbers, and other trades are often under intense scrutiny from both the IRS and the state. Sundack CPA understands how to handle irregular income, subcontractor payments, and equipment-heavy operations.

How Sundack Helps:

• Ensures 1099 and payroll compliance

• Helps avoid worker misclassification

• Manages equipment depreciation and Section 179 timing

• Guides on job-costing and overhead deductions

✅ Medical Practices

Physicians, dentists, and wellness professionals often face high earnings but poor tax optimization — especially when using outdated structures or relying on in-house bookkeeping.

How Sundack Helps:

• Advises on S-Corp or C-Corp structuring for personal income shielding

• Navigates retirement plan deductions and safe harbor rules

• Supports compliant expense tracking for CE, travel, or equipment

• Provides audit defense and documentation strategies

✅ Restaurants

Hospitality businesses deal with tight margins, high turnover, and heavy audit exposure — especially around tip reporting, payroll, and cash management.

How Sundack Helps:

• Advises on proper accounting of tips, wages, and PPP/ERC audits

• Helps identify eligible deductions (FICA tip credit, food cost write-offs)

• Offers sales tax reporting and labor ratio guidance

• Supports entity planning and quarterly budgeting

✅ Solopreneurs & Freelancers

Independent professionals — from consultants to creators — often fall into traps with quarterly taxes, self-employment tax, and overpaying due to missing deductions.

How Sundack Helps:

• Tracks and estimates quarterly payments

• Reviews home office, equipment, and travel deductions

• Recommends retirement planning strategies like SEP or Solo 401(k)

• Suggests optimal entity changes as income scales

✅ Startups & Growth-Stage Businesses

New businesses face complex decisions with long-term tax impact: when to incorporate, how to pay founders, and whether to elect S-Corp status.

How Sundack Helps:

• Advises on startup deduction planning and loss carryforwards

• Guides on reasonable comp for owners under IRS scrutiny

• Helps optimize initial bookkeeping and chart of accounts

• Prepares businesses for investor readiness or acquisition due diligence

✅ Clients with IRS Problems

If you’ve received a letter from the IRS — or suspect one’s coming — don’t navigate it alone. Sundack CPA can provide support that goes beyond reactive paperwork.

How Sundack Helps:

• Negotiating IRS payment plans or hardship status

• Exploring offer-in-compromise where applicable

• Representing you in audits or tax court

• Proactive resolution of errors before they escalate

Relevant Keywords:
IRS tax help Long Island, tax help near me

How Much Could the Right CPA Help You Save?

Every taxpayer’s situation is different, but here’s how strategic CPA services may impact your bottom line:

Many clients working with proactive CPAs recover costs through better structuring and reduced risk exposure — especially when decisions are made before the year ends.

Why Sundack CPA Outperforms Local-Only Firms

Plenty of professionals call themselves accountants. But few offer what Sundack CPA brings to the table:

• Deep familiarity with real estate tax code and business deductions

• Experience with high-scrutiny industries like construction and medical practices

• Strong IRS representation experience

• Long-term client relationships, not one-off filings

Serving clients across Nassau County and Long Island, Sundack CPA combines local accessibility with the tax firepower typically found in larger firms.

Strategic Tax Planning Is a Year-Round Priority — Not a One-Time Task

Some of the biggest missed opportunities happen between tax seasons. Sundack CPA helps clients map out annual strategies designed to optimize timing, improve cash flow, and prepare for regulatory changes.

This includes:

• Planning equipment purchases to align with Section 179 or bonus depreciation limits

• Reviewing quarterly income and adjusting withholding accordingly

• Advising on retirement plan contributions or estimated tax payments

• Proactive review of IRS guidance changes and how they impact your filings

These conversations don’t happen in April — they happen in August, October, and December, when there’s still time to take action.

Regulatory Pressure Is Rising — Here’s Why You Should Care

Audit rates are climbing. Enforcement is better funded. And even minor mistakes are triggering notices.

Sundack CPA monitors IRS guidance throughout the year and alerts clients to key changes — including:

• Updates to 1099 thresholds and gig economy reporting

• Changes to S-corp reasonable compensation rules

• IRS focus on real estate loss claims without material participation

• State-level enforcement across New York for business tax compliance

Being informed isn’t optional anymore. It’s essential.

Tax Strategies Businesses Often Miss — Until It’s Too Late

Many business owners and professionals leave serious money on the table each year — not from illegal deductions or loopholes, but from unclaimed, fully legal tax strategies they simply didn’t know existed.

These missed opportunities vary by industry, but the consequences are the same: higher tax bills, unnecessary penalties, and more scrutiny.

Here’s how Sundack CPA helps clients in different sectors uncover what generic firms often miss:

🔹 Real Estate Investors

• Evaluating whether cost segregation studies could accelerate depreciation

• Tracking passive losses across multiple properties

• Advising on 1031 exchange eligibility and recapture timing

⚠️ IRS §168(k) bonus depreciation is being phased out and must be carefully planned for, especially when asset sales are expected in the near term.

🔹 Home Service Providers

• Identifying whether vehicles qualify for Section 179 or mileage

• Ensuring labor and subcontractor expenses are properly allocated by job

• Reviewing material cost timing to match against recognized income

Tools and vehicles may be deductible, but misuse of accelerated depreciation can trigger IRS attention if not properly documented.

🔹 Medical Practices

• Setting up defined benefit or Solo 401(k) plans to reduce taxable income

• Reviewing depreciation schedules on diagnostic or treatment equipment

• Structuring physician owner income for possible FICA optimization

High-earning professionals often miss retirement or equipment-related deductions due to lack of proactive planning.

🔹 Restaurants

• Claiming the FICA tip credit where applicable

• Managing meal and entertainment deductions under evolving rules

• Timing food cost write-offs with spoilage documentation

The IRS closely watches food and beverage businesses — poor tip reporting or cash controls can increase audit risk.

🔹 Freelancers & Solopreneurs

• Tracking home office and mixed-use expenses

• Evaluating the timing of large income projects to manage quarterly taxes

• Structuring payments to reduce self-employment tax via S-Corp election (when appropriate)

Many self-employed professionals overpay due to defaulting to sole proprietorship or waiting too long to form an entity.

🔹 Startups

• Leveraging startup cost deductions and amortization correctly

• Identifying when an S-Corp election is beneficial — and when it’s not

• Planning early for investor-readiness with clean books and compliance

Poor setup in year one can lead to years of inefficiency and cleanup work.

5 Questions to Ask Before Hiring a CPA Like Sundack CPA

Before choosing any local CPA firm, ask these:

1. Do you understand my industry’s specific tax risks and deductions?

2. Will you guide me throughout the year — or just file returns?

3. Can you represent me if the IRS audits my return?

4. Do you provide proactive tax planning or just data entry?

5. Are your services structured around long-term growth?

If the answers feel vague or transactional, keep looking.

Filing-Only Preparer vs. Strategic CPA (Sundack)

Why Cheap or DIY Tax Solutions Can Backfire

Cost-saving on tax prep can lead to:

• Missed deductions or unclaimed credits

• No representation if the IRS contacts you

• Incorrect forms triggering late fees or audits

• Inflexible advice that doesn’t evolve with your business

Sundack CPA provides structure, insight, and oversight — not just submission.

Start Your 2025 Tax Strategy Now — Before It’s Too Late

Waiting until March to plan your taxes is like checking your gas tank after you’ve broken down. By that point, most planning options are gone.

Sundack CPA helps businesses and investors prepare early — which may lead to more deductions, fewer penalties, and greater peace of mind when the filing deadline approaches.

Book Your Free Consultation with Sundack CPA

Looking for a trustworthy CPA near me who does more than just file?

Sundack CPA may be the local tax partner you need to manage risk, explore savings, and bring structure to your financial life — especially in a regulatory environment that rewards preparation and punishes oversight.

✅ Based in Long Island, locally serving Nassau County and all of New York’s surrounding areas

✅ Specializing in real estate investors, home service companies, medical practices, restaurants, solopreneurs, startups, and IRS representation

✅ Trusted by professionals and entrepreneurs across New York

👉 Schedule your free consultation to take the first step toward building your 2025 tax strategy with confidence.