Client PORTAL

Please utilize this secure online portal, where you can retrieve your Tax Returns and access your Annual Organizer. Please click on the LINK below.

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Why Refer to Us?

Think we can provide value to someone you know? Submit a referral and we’ll send them little something by mail to start a conversation.

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Property
Taxes

Live in NYC? Pay your property taxes online and save time. Most localities have RE Tax info online. Take advantage of that!

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GeekLetter Monthly!

Ladies and Gentlemen, make no mistake: the FUTURE has arrived.  Linza Advisors is this year’s Intuit Firm of the Future.

With tech innovations our lives have inadvertently become faster, and, therefore, more demanding. We can no longer be just accountants or tax people. Progress in technology and in ways people do business over the past decade has transformed the accounting industry forever. We have transformed our business into being agile and technology-driven, and we believe in bringing VALUE and VIP service to YOU. We explore tax and business strategies to grow your wealth and protect your assets. We have the experience to help your start up impress potential Angel Investors or Venture Capitalists with your business plan projections. Competitive Advantages Our Firm Has & Uses State of the Art Technology.

VIP Immediate EMERGENCY Access to Your LINZA Advisor

Contact us via a specialized procedure we provide only to VIP clients.

Cloud Based Portal Communication Tool

Our cloud platform permits 24/7/365 immediate & auto encrypted access to all documents, filed & communication with email-notify.

Video & Screencast Communication Platforms

We send you video notes so you’ll get precise and on point information right on your device. No more mis-reading, mis-interpreting or long email explanations from us. This saves time for you and us!

Cloud-Based Solutions for You

We utilize the latest technology solutions that make your business and your life most efficient. Good systems don’t require as much time and effort, and make your life so easy. We will find the right solution for you.

Email is a Secondary Communication Tool Now

How many emails do you plow through daily? It’s distracting and inefficient. Our technology notifies you directly and immediately, and we use importance Scale to alert you to what can wait and what must be addressed immediately.

Online Meetings

Our firm places a huge value on your time. So with any device, you can see, hear and conference with us in real time.

Our Services

Tax Advisory Services

For PEOPLE, we squeeze every penny of tax for YOU, the right way. For BUSINESSES: we work hard on the BEST possible tax strategy for your business to optimize tax savings available to you. Our approach is being proactive and forward thinking, which we believe to be critical.

ProActive Tax Planning

We are PROactive, rather than REactive, when it comes to taxes. Who wants to pay more in tax? Talk to us about building a custom tax plan for YOU. What would you do with the extra cash you don’t have to pay the government?

Business Services

We offer a wide range of services to make sure that YOU are focused on YOUR business. We can manage your day-to-day financial matters for you or we can help you get set up and handle it yourself. We provide valuable Controller services to help you stay on top of your numbers. We will teach you to NOT be afraid of your business dynamic and always have an action plan. Our outside CFO services will help you manage your day to day cash fluctuations and make sure that your rapid growth doesn’t cut you short of success. 

Financial Planning

The secret to successful financial management is planning. We will have talks with you to shape up and fine tune your financial goals and, also, put them into action. Sometimes, discussing your goals with your advisors is just what the doctor ordered.

Foreign Bank Account Reporting

We are very experienced in handling issues related to FATCA. Since all “tax residents” of the US are obligated to report their financial assets to the IRS, in recent years it has become a very “hot” issue. It’s not as much about income you generated (or didn’t generate), as it is about DISCLOSURE. The IRS is big on that. They care about you! 🙂 We can help bring those matters up to date, deal with the IRS, petition to reduce or abate penalties for YOU.

Bringing your foreign business to the US?Bringing your US Business abroad?

You need someone experienced and reliable to make sure your business fulfills all tax-related requirements. Moreover, do you know how Transfer Pricing, PE, Related-Party rules apply to you? Are you certain that the type of business you selected is the best way to pay the least legal amount of tax?  When you open a branch abroad, make sure you are on top of your required disclosures. We are here for YOU.

Keep inventory in a particular state? Sell on Amazon or other Remote?

Sales Tax Nexus has been a hot topic for some time now. And while there are many services out there, which promise to provide guidance, make sure they actually do that, and not just keep on registering you in every state without doing some legwork. We have worked with a few clients, whose CPA’s never asked them of the whereabouts of their inventory. Inventory in a state creates Physical NEXUS! Talk to us. We listen and pay attention. 

From the Blog

Why staying on top of technology and out of the box thinking is crucial for accountants and their clients.

Having been in bookkeeping and then accounting since 2005, I’ve worked with various software packages like QuickBooks, PeachTree, NetSuite, Mint, Microsoft Money and Quicken, and that doesn’t include any tax packages. I’ve seen many applications significantly improved and made exceptional, while others are no longer used and are out of business. It’s true that technology

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Do you have a valid will? Do you need one?

Most people have never considered having a will – and it’s too bad. Common misconception is that one has to have “something”, some sort of property, money in the bank to need a will. Consider this: a young couple has no property and lives from paycheck to paycheck, but they have a small child whom

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Does every person need an accountant to do his/her taxes?

I’ve been asked many times whether everyone should have an accountant do his/her taxes. The answer is: it depends… There are many people with just one/two W2 forms – for you, Turbotax Online is best – it’s free, quick and easy. They have a cap, though, as to how much you have to make to

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