Business Details
Trusted Tax & Accounting Services in Westchester, NY
At Jade Bai CPA, we combine over a decade of hands-on experience in diverse industries with advanced accounting expertise to deliver precise, transparent financial solutions. Our CPA-certified founder, holding an MBA in Accountancy from Baruch College, specializes in tax planning, payroll management, and GAAP-compliant financial reporting. We leverage cutting-edge software to enhance accuracy while offering bilingual English-Chinese support, ensuring clients stay informed and empowered to make strategic business decisions. Our commitment to personalized service and industry-specific knowledge positions us as a trusted partner for businesses seeking reliable year-round financial guidance. Services
Tax Preparation
Accounting Services
Payroll Processing
Bookkeeping
Financial Reporting
QuickBooks Consultation
Business Entity Setup
Payroll Tax Filing
Budget Projections
GAAP Audits
Highlights and features
- We offer 10+ years of experience in manufacturing, real estate, and financial services industries.
- Our CPA-certified team uses state-of-the-art accounting software for maximum accuracy.
- Bilingual English-Chinese services ensure clear communication for diverse clients.
- We provide free initial consultations to address your specific financial needs.
- Our founder's MBA in Accountancy ensures advanced expertise in tax and accounting matters.
Associations and certifications
- CPA (Certified Public Accountant)
Services
Tax Preparation
Our tax preparation services include federal, state, and local return filings using updated software to maximize deductions. We specialize in business entity formation and tax code research to ensure compliance while optimizing savings. Clients receive clear explanations of tax treatments and strategic planning for future filings.
Accounting Services
We offer GAAP-compliant financial statement preparation, general ledger maintenance, and budget projections. Our services include bank reconciliation, CFO role outsourcing, and audit support to maintain accurate financial records. Advanced tools ensure real-time tracking of business performance metrics.
Payroll Processing
Our payroll solutions cover weekly/bi-weekly/monthly processing, tax filings, and year-end reporting. We handle W-2/W-3 forms and workers compensation pay-as-you-go programs. Timely, accurate payments ensure compliance while reducing administrative burdens for business owners.
Bookkeeping
We provide comprehensive bookkeeping services including transaction recording, account reconciliation, and financial statement compilation. Our systems ensure organized records for tax season and ongoing business analysis. Services integrate seamlessly with QuickBooks and other accounting platforms.
Business Entity Setup
We assist with establishing corporations, LLCs, and other business structures. Our guidance covers tax implications, compliance requirements, and optimal entity selection. We provide ongoing support for business registration and regulatory filings to ensure proper legal foundation.
People
Jade Bai
CPA & Founder
Certified Public Accountant with 10+ years in manufacturing, real estate, and financial services. Holds MBA in Accountancy from Baruch College, CUNY. Specializes in tax strategy, payroll systems, and bilingual client support.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statement preparation, bank reconciliation, budget projections, and GAAP-compliant audits tailored to small business needs.
Do you handle both individual and business tax preparation?
Yes, we offer comprehensive tax services including individual and corporate tax planning, federal/state filings, and entity formation for optimal tax savings.
Are your accounting services available in languages other than English?
Our CPA-certified founder is fluent in both English and Chinese, providing bilingual support for all accounting and tax services.
What payroll services do you provide for businesses?
We manage payroll processing, tax filings (W-2/W-3), workers compensation reporting, and electronic quarterly tax submissions for businesses of all sizes.
How do you ensure accuracy in financial reporting?
We use state-of-the-art accounting software and maintain CPA certification to guarantee precise, up-to-date financial reporting and compliance.
Can you help with QuickBooks setup and training?
Yes, our team provides QuickBooks consultation, system setup, and training to help businesses efficiently manage their financial operations.
