I&u CPA

I&u CPA is a certified public accounting firm in New York City. It prepares tax returns, keeps books and handles payroll for small businesses and individuals, and it helps clients who have disputes with the IRS.

What I&u CPA offers

• Tax preparation and planning — business and personal returns, including multistate cases and foreign account reporting, with planning aimed at lowering tax within the law.
• IRS tax resolution — help resolving account problems and reaching a settlement, plus audit defence.
• Accounting and payroll — monthly bookkeeping, financial statements, cash flow management and payroll.
• Business services — new business formation, strategic business plans, financing and valuation.
• Wealth management — financial planning, estate planning and daily money management.

Who it works with

Small businesses and high net worth clients across the United States, along with foreign clients investing into the country. Industries served include real estate, hedge funds, apparel manufacturing, medical groups, restaurants, and art and entertainment.

Key facts

• Based in: New York, New York
• Client portal: available for payments, tax organisers and engagement letters