Custom Accounting CPA

Custom Accounting CPA If you feel our firm could be a great career spot for you, we’re growing and always looking for A-class team members!

Check out and apply now: https://customaccountingcpa.com/careers/ We are a full-service Accounting firm licensed in NY. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.

Another week, another happy client⭐Reviews like this are a good reminder of what proactive tax planning is actually supp...
09/02/2026

Another week, another happy client⭐

Reviews like this are a good reminder of what proactive tax planning is actually supposed to feel like for a client: responsive, hands-on, and focused on outcomes, not just a filed return once a year.

If your current tax relationship doesn't feel like this, it might be worth a second look.

Free 30-minute strategy session: https://hubs.la/Q04w8L7N0

The scariest tax bill isn't the one you get. It's the one you didn't see coming.That's what happens when tax compliance ...
09/01/2026

The scariest tax bill isn't the one you get. It's the one you didn't see coming.

That's what happens when tax compliance is treated like the finish line instead of the starting point. Your return gets filed correctly. By the time you see the number, there's nothing left to do about it.

Custom Accounting CPA built this FREE webinar specifically to close that gap. We'll show you exactly how proactive tax planning catches these mistakes while there's still time to act on them.

Tuesday, September 22nd at 12:30 PM ET.

Click to save your seat: https://hubs.la/Q04vMdQm0
Or comment TAXES and we'll send it directly.

Your CPA handed you a clean return last April. Every number was correct. And your tax bill was still $30,000 to $80,000 ...
08/31/2026

Your CPA handed you a clean return last April. Every number was correct. And your tax bill was still $30,000 to $80,000 higher than it needed to be.

That's the gap between tax preparation and proactive tax planning. Preparation reports what already happened. Planning shapes what happens next.

For practice owners and business owners doing $1M to $5M in revenue, the decisions that set next quarter's tax outcome are being made right now, not in March and not at year-end.

Three moves that change next quarter's number before it's locked in:
Entity structure review. If you're still operating as a sole proprietor or single-member LLC with no S-Corp election, you're paying 15.3% self-employment tax on every dollar of net profit. On $300,000 net income, that's up to $45,000 per year the IRS collects because nobody reviewed the structure.

Compensation rebalancing. Even with an S-Corp in place, setting your W-2 salary too high quietly erases the savings. Your reasonable salary should reflect what someone doing your clinical or operational work would earn in your market. Everything above that flows as a distribution and skips SE tax.

Retirement stacking. If $69,000 in 401(k) contributions is your ceiling and nobody has mentioned what sits above it, you're leaving six figures in deductions unbuilt. A defined benefit plan layered on top can shelter $100,000 to $250,000+ depending on your age.
All three are structural decisions that compound every quarter they go unreviewed.

In 2025, Custom Accounting CPA identified $2,019,302 in legal tax savings across 52 business owners, averaging $38,832 per client. Not through last-minute deductions, but through planning that started well before the quarter closed.
You went to dental school to become a dentist, not a tax strategist. But next quarter's tax outcome is being written today, and the only question is whether someone is actively shaping it for you.

In 2025, Custom Accounting CPA identified $2,019,302 in legal tax savings across 52 business owners, averaging $38,832 per client. Not through last-minute deductions, but through planning that started well before the quarter closed.

Next quarter's tax outcome is being written today. The only question is whether someone is actively shaping it for you.
Book a free strategy session: https://hubs.la/Q04w0MZS0

Quick gut check: when's the last time your CPA called YOU with an idea, instead of the other way around?If the answer is...
08/28/2026

Quick gut check: when's the last time your CPA called YOU with an idea, instead of the other way around?

If the answer is "never," you're likely paying for tax compliance. Not tax strategy. And that gap quietly costs business owners real money every single year.

That's exactly what Custom Accounting CPA's FREE webinar is built to fix. In 45 minutes, you'll walk away knowing:
● The 5 most costly tax mistakes small business owners make, and the one nearly everyone is making right now
● How to tell if your CPA is actually saving you money, or just keeping you compliant
● The exact proactive tax planning strategies that saved our clients $2,019,302 in one year

Tuesday, September 22nd at 12:30 PM ET.
Save your seat here: https://hubs.la/Q04vMbm30

Or comment TAXES if you'd rather we send you the link directly.

What Tax Planning Adds Beyond Tax Prep?Most small and mid-sized business owners think their accountant is already doing ...
08/27/2026

What Tax Planning Adds Beyond Tax Prep?

Most small and mid-sized business owners think their accountant is already doing tax planning. Really, most are just doing tax compliance: filing what's owed, on time, done.

Proactive tax planning is different.

It's a real tax strategy, not just a filing. Tax prep looks backward. Planning looks forward.
It's tax optimization all year, not a scramble every March.
It connects your taxes to your cash flow. Every business decision has a tax impact, and planning accounts for that before you make the move.
It replaces surprises with forecasts.

Traditional tax preparation answers "what do I owe." Proactive tax planning answers "how do I owe less, every year."

If you want more than a return filed on time, Custom Accounting CPA is built for exactly that: real financial planning around your business, not just paperwork.

Book a FREE strategy session: https://hubs.la/Q04v78-m0

Running a Small Business means constantly guessing whether you're keeping enough of what you actually earn, and usually ...
08/25/2026

Running a Small Business means constantly guessing whether you're keeping enough of what you actually earn, and usually finding out you didn't only after the return is already filed.

That's what happens when a CPA handles Tax preparation instead of Tax strategy. The numbers get filed correctly. Nobody ever asks if they could've been smaller.

This is exactly the gap Custom Accounting CPA built our FREE webinar to close. In 2025 alone, proactive tax planning put $2,019,302 back into the pockets of 52 business owners we work with, before their filings were ever due.

Join us FREE on Tuesday, September 22nd at 12:30 PM ET to see how.
Click below to save your seat: https://hubs.la/Q04vg1390

Prefer we send it to you directly? Comment TAXES and we'll drop the link in your inbox.

7 Signs a Dental Practice Is Overpaying Taxes 🦷Dental practice tax overpayment is more common than most owners realize, ...
08/25/2026

7 Signs a Dental Practice Is Overpaying Taxes 🦷

Dental practice tax overpayment is more common than most owners realize, and most don't catch it until it's already too late to fix that year's bill. Here's how to spot it early, whether you're the owner or the one managing the books.

1. Your CPA only calls you at tax time. That's tax prep, not tax planning for dentists. Big difference.
2. You genuinely don't know your practice's tax rate. If you can't answer that off the top of your head, nobody's actively working to lower it.
3. Nobody's looked at your entity structure in years. What made sense when you opened your practice might be costing you real money now.
4. You're leaving tax deductions for dental practices on the table. New chairs, tech upgrades, office buildouts. If nobody's tracking it, you're not claiming it.
5. Your retirement plan and your tax plan live in two different worlds. Good dental practice financial management means they work together, not separately.
6. You get "surprised" by your dental practice taxes every year. Surprises mean nobody forecasted it. That's the opposite of planning.
7. Your accountant can tell you what you owe, but not why. Ask which specific strategies lowered your bill this year. A vague answer is usually a sign of accountant tax errors going unnoticed, not a real strategy at work.

If more than one of these hit close to home, it might be time for a second opinion; one that protects your profit, not just your paperwork.
Custom Accounting CPA works exclusively with dental practice owners, building real, proactive tax strategy.

Ready to see where your practice stands? Book a free strategy session: https://hubs.la/Q04v7M-_0

This is the way to kick off the week! 🙌Nothing beats seeing a client get real results and take the time to share it. Thi...
08/24/2026

This is the way to kick off the week! 🙌

Nothing beats seeing a client get real results and take the time to share it. This is exactly why we do what we do; helping business owners keep more of what they earn and feel confident about their numbers.

Ready to see what Proactive Tax Planning could look like for you?
Book a FREE strategy session: https://hubs.la/Q04v7-BV0
📞 (646) 661-2010

08/21/2026

$38,832. That's the average tax savings we delivered per client in 2025 through proactive tax planning, not tax preparation.

Many of the practice owners we work with initially treated these as the same service. They aren't even close.

Tax preparation looks backward. Your CPA collects documents, files what happened, and moves on. Tax planning looks forward: entity structure decisions, retirement account optimization, income timing, deduction sequencing, all mapped out before your tax bill is locked in.

The gap costs real dollars. Across our client base, a practice owner netting $500K who only files a return and never plans is overpaying by $30K to $80K per year. Not because their preparer made an error, but because nobody built a strategy before the year closed.

We see this pattern across hundreds of practices. The return is accurate and the compliance is clean, yet the owner still wrote a check far larger than necessary because planning never happened.

If your CPA only contacts you at filing time, that's preparation. If they're modeling scenarios in July, stress-testing your entity structure in September, and recommending retirement vehicle changes before Q4, that's planning.

Your return keeps you compliant, but only a year-round strategy keeps you wealthy.
Book Your Free Consultation Now - https://hubs.la/Q04tK4ZK0

Dentists: are you overpaying the IRS every year and not even realizing it? 🛑If your practice earns $750K+ and you're pay...
08/20/2026

Dentists: are you overpaying the IRS every year and not even realizing it? 🛑
If your practice earns $750K+ and you're paying $100K+ in taxes, this is for you.

You're confident in the chair. But be honest, when it comes to the money side of your practice, are you actually sure you're not leaving cash on the table? Or does that question just quietly follow you around every April?

Here's the truth: most dentists aren't bad at business. They just have a CPA who files their return and moves on to the next client. That's compliance. Not strategy. And it's costing you.

Custom Accounting CPA is a fully virtual firm, licensed in all 50 states, with 17 years of experience helping business owners keep more of what they earn. We work with practice owners like you all year, not just at tax time.
In 2025 alone, we found our clients $2,019,302 in legal tax savings, backed by our guarantee: at least 2X our fee back in savings, or we make it right.

Stop wondering. Find out where you actually stand.
📲 DM "STRATEGY" 💬 Comment below
📞 Book Your Free Strategy Session Now - https://hubs.la/Q04tcT6q0

Your friendly experts in proactive Tax Planning.

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44 Court Street, Suite 1217
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11201

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Tuesday 10am - 8pm
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