Service Areas
New York CPA Services
From New York City to Long Island, Westchester to Buffalo, we deliver audits, tax and accounting at fixed, transparent fees.
Your CPA Firm in New York
Serving New York remotely and on-site · Licensed CPA firm (VBOA #134961)
New York funders, investors, lenders and regulators expect clean, reliable financials. We deliver audits, reviews, tax and accounting for nonprofits, private companies, and co-op and condo boards across the state, without the delays and surprise invoices common at larger firms.
We know the rules New York organizations face: CHAR500 filings and the review and audit thresholds set by the Attorney General’s Charities Bureau, audit committee duties under the Not-for-Profit Corporation Law, state corporate franchise tax, and New York City business taxes. You won’t have to explain them to us.
You work directly with a senior CPA, get a fixed fee before we start, and receive one document request list instead of endless follow-ups. Your audit is done right, on schedule, at the price we quoted.
You work directly with a senior CPA, get a fixed fee before we start, and receive one document request list instead of endless follow-ups. Your audit is done right, on schedule, at the price we quoted.
Services in New York
New York Compliance Guides
Key New York requirements for businesses, nonprofits and associations, explained in plain language.
How We Serve New York Clients
Remote when it saves you time, in person when the work calls for it.
Fully Remote Engagements
- Secure portal for document exchange
- Direct access to your accounting system
- E-signed proposals and engagement letters
- Virtual meetings with your board or management
- One document request list on day one
On-Site Anywhere in New York
- Inventory observations and asset counts
- Facility and property walkthroughs
- In-person board or annual meeting presentations
- Visits across New York: NYC, Long Island, Westchester, the Hudson Valley and upstate.
- Planned up front and included in your fixed fee
Why New York Organizations Choose GreyWood CPA
A licensed CPA firm with the responsiveness of a boutique practice.
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Serving all of New York, remotely and on-site. - Fixed, transparent fees with no surprises
- Senior CPAs on every engagement
- Familiar with CHAR500, Charities Bureau and NYC business tax requirements.
- Experience with nonprofits, private companies, and co-op and condo boards
- Every service your organization needs, from one team
Frequently Asked Questions
Yes. We work with nonprofits, private companies, and co-op and condo boards throughout New York, from Manhattan and Brooklyn to Long Island, Westchester and upstate. As a licensed CPA firm, we provide audits, reviews, tax, accounting and advisory services, and a senior CPA leads every engagement from planning to final report. Most of the work happens through a secure portal and virtual meetings, so your team spends less time on the audit. When the work calls for fieldwork, an inventory count or a board presentation, we come to you.
For charities registered with the New York Attorney General, it depends on gross revenue and support. Above $250,000 and up to $1 million, your CHAR500 must include a CPA review report. Above $1 million, it must include audited financial statements. If you spend federal awards above the Single Audit threshold, you’ll also need a Single Audit, and funders such as city and state agencies often have their own audit requirements. We’ll look at your revenue and funding and tell you exactly what you need.
In New York, the requirement usually comes from your proprietary lease, bylaws or offering plan, and most co-op and condo boards provide shareholders or unit owners with annual audited financial statements. Lenders and managing agents may also require them. We’ll review your governing documents and recommend the right level of service, whether that’s an audit, a review or a compilation.
Yes. New York corporations file the state corporate franchise tax, and businesses in New York City may also owe the NYC business corporation tax or the unincorporated business tax. Many businesses also collect state and local sales tax. We handle state and city filings alongside your federal returns and plan ahead so nothing is missed.
Every engagement has a fixed fee agreed in writing before work begins. It's based on the size and complexity of your organization, and on-site visits are included. Changes in scope are discussed with you before any extra work is done.
Let's Talk About Your Organization
Tell us about your organization and what you need. We'll recommend the right service and send a fixed-fee proposal at no cost.