Business Details
11 Years
experience
Trusted Tax Advisors in Cheektowaga, NY
Since 2015, Equilibrium Accounting & Tax has been delivering personalized tax and accounting solutions to individuals and businesses in Cheektowaga, NY, and across the United States. As an Enrolled Agent with specialized forensic accounting expertise, we combine deep knowledge of the tax code with advanced investigative techniques to resolve complex financial challenges. Our approach focuses on minimizing tax liabilities while ensuring compliance through customized strategies tailored to each client's unique needs. We serve diverse industries including small businesses, gig workers, real estate professionals, and military personnel, offering services ranging from tax preparation to fraud detection. Our founder, Steven Plant, leverages dual expertise as both a tax professional and licensed private investigator to uncover financial irregularities and protect client interests.We prioritize long-term financial stability by developing proactive tax planning strategies that align with personal and business objectives. Our commitment to precision extends to forensic accounting services that identify hidden assets, strengthen internal controls, and mitigate future risks. We maintain transparency throughout our engagements, ensuring clients understand their financial position and available options. With experience handling multi-state filings, stock compensation taxation, and IRS audit support, we provide comprehensive solutions for complex tax scenarios. Our dedication to exceptional service has established us as Cheektowaga's most trusted Enrolled Agent since our founding.
Services
Tax Preparation
Tax Problem Resolution
Forensic Accounting
Stock Compensation Services
Audit Support
Tax Planning
Gig Worker Tax Services
Fractional CFO Services
Details
- Year established: 2015
Highlights and features
- Customized tax strategies tailored to specific industry needs
- Dual expertise in tax law and forensic accounting investigations
- Specialized services for gig workers and stock compensation taxation
- Proven track record resolving complex IRS and state tax issues
- Comprehensive approach combining tax planning with fraud prevention
Associations and certifications
- Enrolled Agent
Services
Tax Problem Resolution
We specialize in resolving complex tax issues including back taxes, IRS audits, and penalty abatement. Our Enrolled Agent works directly with tax authorities to negotiate payment plans and settlements. Clients receive personalized strategies to address tax debt while protecting financial interests through proven resolution techniques.
Forensic Accounting
Our unique combination of tax expertise and investigative skills uncovers financial irregularities and hidden assets. We conduct thorough examinations of financial records to detect fraud, assess damages, and strengthen internal controls. This service helps businesses implement preventive measures against future financial misconduct while maintaining compliance.
Stock Compensation Services
We provide specialized tax planning for stock options, RSUs, and other equity compensation. Our strategies optimize tax treatment of stock sales while ensuring compliance with complex reporting requirements. Clients receive tailored advice to maximize financial benefits from corporate equity programs while minimizing tax liabilities.
Gig Worker Tax Services
We address unique tax challenges faced by independent contractors and side-hustle entrepreneurs. Our services include income tracking, deductible expense optimization, and multi-state filing compliance. Clients receive strategic guidance to maintain tax compliance while maximizing deductions specific to gig economy income.
Tax Planning
We develop proactive tax strategies to minimize liabilities across personal and business financial scenarios. Our planning incorporates retirement strategies, multi-state filings, and investment timing considerations. Clients benefit from customized approaches that align with long-term financial goals while ensuring regulatory compliance.
People
Steven Plant
Owner
Steven Plant is an Enrolled Agent and licensed private investigator with over 8 years of experience in tax resolution and forensic accounting. He specializes in complex tax problem resolution and fraud detection.
Questions
What tax services do you offer for small businesses?
We provide customized accounting solutions including tax preparation, compliance, and strategic planning for small businesses across various industries.
Do you handle complex tax problems with the IRS?
Yes, we specialize in tax problem resolution including back taxes, audit support, and negotiating payment plans with the IRS and state agencies.
What makes your forensic accounting services unique?
Our forensic accounting combines tax expertise with investigative skills to detect fraud, locate hidden assets, and strengthen financial controls.
Do you offer specialized services for gig workers?
Yes, we provide tailored tax solutions for freelancers and independent contractors including expense tracking and multi-state filing compliance.
How do you approach tax planning for individuals?
We develop personalized tax strategies that align with financial goals, focusing on minimizing liabilities and optimizing deductions throughout the year.
