Ivy Tax & Business Inc. is a professional CPA firm specializing in proactive tax planning, S-Corp optimization, business tax preparation, and strategic accounting for small businesses, real estate investors, and high-income earners.
Trusted by Business Owners Nationwide
Trusted by small business owners, service-based professionals, and real estate investors across the U.S.
Recognized for delivering proactive, compliant, and results-driven tax strategies.
Specialized in S-Corp optimization, multi-entity planning, multi-state issues, and complex K-1 income.
Proven track record of helping clients reduce taxes, improve cash flow, and avoid IRS issues.
Who We Help
We work closely with a wide range of businesses and professionals, including:
Small business owners transitioning to or operating as S-Corps
Service-based business owners (tutoring, dance studios, beauty, consulting, medical, legal)
High-income W-2 and K-1 earners
Real estate investors (STR, LTR, flipping, syndication, 1031 exchange)
Private equity and hedge-fund professionals
Multi-entity and multi-state business owners
Our Core Services
Business Tax Preparation
For LLCs, S-Corps, C-Corps, Partnerships, and Sole Proprietors.
We handle:
Federal, state & local tax filings
S-Corp tax returns with optimized reasonable compensation
Multi-state and complex K-1 coordination
Quarterly estimated tax calculations
IRS notices, audits, and full representation
S-Corp Setup & Optimization (Our Specialty)
We help small business owners legally reduce taxes and operate smoothly as S-Corps:
Determine if S-Corp election is right for you
File S-Corp election and structure your payroll correctly
Calculate reasonable compensation (IRS compliant)
Reduce self-employment taxes
Optimize owner distributions vs. salary
Build a tax-efficient structure for long-term growth
(This clearly positions you as an S-Corp expert — very strong for SEO + conversion.)
Entity-Structure Optimization
Choose or adjust your legal structure (LLC, S-Corp, C-Corp, etc.) to:
Reduce tax liability
Optimize owner compensation
Strengthen long-term planning
Protect business assets
Simplify compliance
Year-Round Proactive Tax Planning
Ongoing strategy designed to save taxes all year:
Identify legal tax-saving opportunities
Analyze salary, payroll, and distributions
Optimize business & personal expenses
Apply real estate tax strategies
Align business structure with long-term wealth goals
Bookkeeping & Accounting Services
Accurate, audit-ready financials:
Monthly or quarterly bookkeeping
Bank & credit-card reconciliation
Financial statements & cash-flow reporting
Prior-year cleanup and QuickBooks support
Wealth & Cash-Flow Optimization
Tailored strategies for business owners and high-income earners:
Owner salary vs. distribution planning
Fringe-benefit optimization
Real estate tax strategies
Long-term profit & wealth-building guidance
Specialized Expertise by Client Type
Small Business Owners Needing S-Corp Optimization
We help service-based and professional businesses legally reduce taxes through:
S-Corp election timing
Reasonable salary calculation
Payroll setup & compliance
Retirement strategy (Solo 401(k), SEP, defined benefit)
Tax-efficient reinvestment and owner distributions
Real Estate Investors
STR rules • LTR depreciation • cost segregation • 1031 planning
Contractors & Home-Service Businesses
Job-costing • payroll planning • S-Corp optimization
High-Income W-2 and K-1 Earners
Multi-state filings • partnership income planning • estimated taxes
Why Choose Ivy Tax & Business Inc.?
Specialists in S-Corp Tax Strategy
We work with small business owners every day to reduce self-employment taxes and stay IRS-compliant.
Proactive, Not Reactive
We plan ahead—quarterly and annually—to help you save more.
Expert Guidance for Complex Situations
Ideal for S-Corps, multi-entity structures, real estate portfolios, and high-income clients.
Customized, Strategic Planning
Every client receives a personalized tax strategy designed around your revenue, business model, and goals.
Our Simple 3-Step Process
1. Strategy Call
We review your structure, income, and potential tax savings.
2. Tax Savings Blueprint
You receive a personalized tax plan, including S-Corp strategies and IRS-compliant salary guidance.
3. Year-Round Support
We support you with compliance, quarterly planning, bookkeeping, and long-term strategy.
Bilingual Support
We proudly offer full bilingual communication in English & Chinese.
Phone, email, and document explanations can be provided in both languages for accuracy and clarity.
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Get Started Today
Book a free strategy session to uncover hidden tax savings and receive a customized plan for your business.
???? Phone: 516-344-8065
???? Email: [email protected]
Website : https://ivycpatax.com/
