Dynamic Tax & Accounting Services

Tax and accounting services with IRS-licensed Enrolled Agents

Dynamic Tax & Accounting Services is a tax preparation and accounting firm that operates with IRS-licensed Enrolled Agents. Its team has more than twenty years of practice and has filed more than half a million returns, according to the firm's own published data. The company combines in-person service at four offices with secure virtual service in all fifty states.

Services for individuals and families

The firm prepares individual returns, including those for taxpayers with W-2 forms, dependents, credits, and filing in more than one state. It also offers year-round tax planning and immigration and ITIN services, with support for W-7 applications and returns for families with mixed immigration status.

Business taxes and accounting

For businesses, the company handles entity returns and regulatory compliance, as well as bookkeeping with reconciliations and reporting. It provides QuickBooks services, covering setup, cleanup, and support, and offers assistance with SBA loans, including documentation and guidance for applying. It also serves nonprofit organizations with filing and compliance.

International and cross-border clients

The firm's international team handles cases that other preparers often turn away. It prepares returns for nonresidents and expatriates, such as Form 1040-NR, dual-status years, and tax treaty positions. It manages foreign account reporting, including FinCEN Form 114 (FBAR), Form 8938, and the Streamlined Filing process. For foreign owners of U.S. businesses, it prepares Form 5472 along with the pro-forma 1120, as well as EIN, ITIN, and state filings.

Audit and IRS notice help

The firm assists clients who receive letters from the IRS or state authorities, explaining their contents and responding before penalties accumulate. It also handles audits, amended returns, and deadlines with tax agencies.

Work process and tools

The process begins with a description of the client's situation; a professional responds within one business day with a document checklist tailored to the case, sent through a secure portal. Before any work begins, the client receives a transparent plan and quote. The firm offers nine free interactive calculators, including those for RSU taxes, stock options, home affordability, retirement, 529 plans, IRA, and Roth conversion, with no email required. It also offers its own app and secure file exchange.

Offices and coverage

The company has four in-person offices: in the Bronx and Jamaica (Queens), New York; in Buffalo, New York; and in Totowa, New Jersey. It also provides secure virtual service in all fifty states. The firm reports an average rating of 4.9 stars based on more than a thousand Google reviews and a typical initial response time of one business day.