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Licensed CPAs & Enrolled Agents | Offices in New York, Austin & Miami
2025/2026 Tax Strategy Slots Open Book CPA Call
Trusted CPAs & Certified Tax Strategists

Maximize Deductions. Minimize Tax Liability.

Over 25 years of proven financial leadership helping individuals, entrepreneurs, and corporations navigate complex tax codes legally and profitably.

$45M+ Tax Savings Recovered
25+ Years of Excellence
15,000+ Returns Filed Accurately
Former IRS Revenue Agents We know the IRS playbook from the inside — and we use it to your advantage.
256-Bit Encrypted Portal Bank-grade security for all document transfers and e-signatures.
100% Accuracy Guarantee Dual CPA review on every return. We pay any penalty caused by our error.
Year-Round Tax Advisory We're here all year — not just during tax season — for quarterly check-ins.
AICPA Member
IRS Enrolled Agent
QuickBooks ProAdvisor Diamond
BBB Accredited A+
NATP Certified
Strategic Architecture

Where Are You in Your Business Lifecycle?

Whether launching your first entity, scaling to 8 figures, or preparing for an exit, our CPAs engineer the exact tax structure you need.

Stage 01

Start Hub

Entity formation (LLC, S-Corp, C-Corp), EIN setup, initial bookkeeping chart of accounts, and foundational tax deductions from Day 1.

  • Optimal state entity registration
  • Form 2553 S-Corp timely election
  • Initial deductible expense setup
Explore Start Hub
Stage 02

Scale Hub

Multi-state payroll compliance, quarterly projection shields, Section 199A QBI maximization, and proactive tax shelters for $1M–$10M+ businesses.

  • Reasonable compensation (RCReports)
  • Quarterly penalty-free projections
  • Multi-state employee payroll
Explore Scale Hub
Stage 03

Sell & Exit Hub

Maximize after-tax proceeds on M&A exits, Section 1202 QSBS ($10M tax-free exemption), and 1031 real estate exchanges.

  • Section 1202 QSBS zero-tax exits
  • 1031 like-kind exchange planning
  • Pre-sale M&A tax due diligence
Explore Sell Hub
How We Work

A Transparent, Stress-Free 4-Step Tax Process

We transform a stressful tax season into an effortless, systematic strategy that preserves your hard-earned wealth.

1

Discovery & Diagnostic

We analyze your previous 3 years of returns to identify missed deductions and tax-saving opportunities.

2

Secure Digital Intake

Upload W2s, 1099s, K-1s and balance sheets via our encrypted 256-bit client portal with zero paper clutter.

3

CPA Review & Filing

Dual-layer review by senior CPAs ensuring 100% mathematical accuracy and aggressive legal deductions.

4

Year-Round Advisory

We don't disappear after April 15. We offer quarterly tax projection check-ins to prevent surprise penalties.

Individual, High-Net-Worth & Expat Tax Preparation

Specialized tax structuring designed to maximize deductions, claim tax credits, and eliminate cross-border foreign asset penalties.

  • Federal & 50-State Income Tax Returns (1040, 1040-NR)
  • Stock Option & Crypto Taxation (RSU, ISO, ESPP)
  • Real Estate Rental & 1031 Exchange Planning
  • FBAR & Foreign Asset Compliance (FinCEN 114)

Individual Tax Preparation & Diagnostic Request

Corporate, LLC, S-Corp & Partnership Structuring

Protect business cash flows, optimize owner compensation packages, and avoid double taxation through optimal entity selection.

  • Form 1120, 1120-S & 1065 Partnership Filings
  • Reasonable Compensation (RCReports) for S-Corp Owners
  • R&D Tax Credit & Section 179 Equipment Deductions
  • Multi-State Nexus & Sales Tax Compliance

Corporate Tax Strategy & Entity Structuring Request

Monthly Bookkeeping, Payroll & Fractional CFO

Keep your financial pulse accurate in real time. We reconcile your accounts in QuickBooks/Xero monthly and deliver executive financial statements.

  • Monthly Bank & Credit Card Reconciliations
  • Automated Multi-State Payroll & 1099 Contractor Filings
  • Profit & Loss, Balance Sheet, and Cash Flow Reports
  • Fractional CFO Advisory & Budget Forecasting

Monthly Bookkeeping & Payroll Assessment

IRS Audit Representation, Back Taxes & Penalty Relief

Never speak to the IRS alone. Our licensed Enrolled Agents and CPAs handle IRS correspondence, audit conferences, and debt settlements.

  • IRS Audit Defense & Examination Representation
  • Offer in Compromise (OIC) & Tax Debt Settlements
  • First-Time Penalty Abatement & Wage Levy Releases
  • Unfiled Prior-Year Tax Returns Remediation

Confidential IRS Audit & Penalty Relief Assessment

Ridgeview CPA Executive Meeting
100%
Accuracy Guarantee
Our Firm & Credentials

Built on Integrity, Financial Precision & Unwavering Client Defense

25+ Years of Proven Excellence Founded in 1999, Ridgeview has grown from a boutique practice into a premier full-service tax defense firm with over $45M in savings delivered across 15,000+ filed returns.
Mission & Vision To deliver proactive tax strategies, impenetrable audit defense, and modern accounting clarity that empowers our clients to build generational wealth.
Elite Expert Team Former IRS Revenue Agents, Certified Financial Planners, and Master of Taxation CPAs working exclusively for your financial success.
Meet Our Team
Our Experts

Certified Public Accountants & Enrolled Agents

Our team includes former IRS revenue agents, Certified Financial Planners, and elite Master of Taxation CPAs.

Eleanor Vance

Eleanor Vance, CPA, MST

Managing Partner

22+ years specializing in high-net-worth tax shelter structuring and corporate mergers.

Marcus Sterling

Marcus Sterling, EA

Head of IRS Audit Defense

Former IRS Field Revenue Agent with 18 years representing taxpayers in audit appeals.

Claire DuPont

Claire DuPont, CPA

Director of Corporate Accounting

Advises S-Corps and multi-million dollar tech startups on payroll tax optimization.

Interactive Estimator

Estimate Your Potential Annual Tax Savings

Discover how strategic tax restructuring, S-Corp optimization, and active deductions can protect your business profits.

Your Tax Profile

Move the slider and choose your entity type to see your estimated savings instantly.

$350,000
ESTIMATED TAX SAVINGS
$28,450
Estimated first-year tax reduction
Self-Employment Tax Reduction: $14,200
Section 199A QBI Deduction: $8,750
Strategic Deductions & Credits: $5,500
Claim Your Tax Reduction Plan
Why This Works

We Don't Just File Taxes — We Engineer Savings

Most tax preparers simply enter numbers into a form. We take a strategic approach, restructuring your entity, optimizing compensation, and applying every legal deduction available to your business profile.

S-Corporation election can save LLC owners $8,000–$20,000 annually in self-employment taxes
Section 199A QBI Deduction allows up to 20% deduction on qualified business income
R&D Tax Credits, Section 179 deductions, and depreciation strategies maximize deductions
Former IRS agents know every audit trigger — we keep you compliant and aggressive simultaneously
Schedule a Free Strategy Call
Client Results

What Our Clients Are Saying

"Ridgeview saved my business $34,000 in the first year by restructuring my LLC into an S-Corp. They found deductions my previous accountant missed for years. Absolutely exceptional service."

JM
James Morrison
CEO, Apex Consulting LLC — $1.2M Revenue

"Marcus handled my IRS audit personally. He negotiated a settlement that reduced my liability by 78%. I had never experienced such calm, professional representation. Worth every dollar."

RP
Rachel Perez
Real Estate Investor — Miami, FL

"The Ridgeview team took over our bookkeeping and payroll. Our financial clarity improved overnight. Cash flow statements are now ready by the 5th of every month. Incredible efficiency."

DK
David Kim
Founder, MedTech Startup — Austin, TX
Knowledge Center

Strategic Tax Resources & Roadmaps

Access proprietary checklists, frameworks, and specialized tax clinics designed by senior CPAs.

2025/2026 Tax Cheat Sheet

Download the 50+ legal deduction checklist our CPAs use to uncover $15,000–$50,000 in missed write-offs.

Get Free PDF

Ridgeview Roadmaps™

Quarterly tax compliance calendars, corporate governance frameworks, and wealth preservation roadmaps.

View Roadmaps

Hawaii Real Estate Clinic

Specialized tax structuring for short-term rental investors, REPS status, GET compliance, and cost segregation.

Real Estate Clinic

Ridgeview LaunchPad

Secure client onboarding portal, encrypted document vault upload, and diagnostic intake forms.

Open LaunchPad
Online Booking System

Schedule Your Confidential Tax Strategy Session

Choose your preferred consultation format — In-Person Office, Virtual Zoom, or Phone Call. We respond within 2 business hours.

Direct Tax Hotline +1 (800) 555-TAXES | +1 (212) 555-0144
Email Us clientadvisory@ridgeview-tax.com
New York Flagship 350 5th Avenue, Suite 5200, Empire State Building, NY 10118
Office Hours Mon–Fri: 8:30 AM – 6:00 PM EST | Emergency Line 24/7

Book Your Free Consultation

No commitment required. One of our senior CPAs will call you within 2 hours.

Tax Resource Center

IRS Deadlines & Frequently Asked Questions

Key IRS Tax Deadlines (2026/2027) March 15 (S-Corp & Partnership)  |  April 15 (Individual & C-Corp)  |  October 15 (Extended)
What documents do I need to prepare my taxes?

Typically, you'll need government ID, W-2s, 1099s (MISC, NEC, INT, DIV), 1098 mortgage interest, business expense ledgers, and last year's federal/state tax return.

How does Ridgeview protect my financial data?

We use bank-grade 256-bit SSL encryption for all file transfers and client portal storage, strictly adhering to IRS Publication 4557 cybersecurity protocols.

Can you help if I haven't filed taxes for multiple years?

Yes. Our tax resolution specialists routinely assist clients with back taxes, unfiled returns, penalty abatements, and Offer in Compromise settlements with the IRS.

What is the difference between an LLC and an S-Corp for taxes?

An LLC taxed as a sole proprietor pays self-employment tax on all net profit. An S-Corp pays SE tax only on reasonable salary, potentially saving $8,000–$25,000/year. We'll model both scenarios for your specific situation.

Do you serve clients outside of New York?

Absolutely. We serve clients across all 50 states and internationally via our secure virtual portal. Our offices in Austin and Miami handle local clients in Texas and Florida.

How quickly can you resolve an IRS audit notice?

Simple CP2000 notices are typically resolved within 30–60 days. Complex field audits can take 3–6 months. We begin responding to the IRS within 24–48 hours of engagement.

Connect With Our CPAs

We Are Ready to Protect Your Wealth

Send us your inquiry and a Senior Tax Advisor will contact you within 2 hours.

New York Flagship Office

We serve clients across all 50 states via our encrypted virtual portal, and in-person at our NY, Austin, and Miami offices.

Headquarters 350 5th Avenue, Suite 5200, Empire State Building, New York, NY 10118
Direct Tax Hotline +1 (800) 555-TAXES  |  Direct: +1 (212) 555-0144
Email clientadvisory@ridgeview-tax.com

Send Us a Message

A Senior CPA will review your inquiry and respond within 2 hours during business hours.

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