Stuart Wilson, ACMA CGMA Fractional CFO & Controller · AICPA Member
New York's tax landscape is the most layered in the nation — state corporate tax, NYC additional taxes, MCTMT, and commercial rent tax stack on top of each other. Management accounts on your desk by the 5th, cash-flow forecasts updated weekly, and multi-jurisdictional tax working papers prepared — by a CGMA with 24 years in professional finance.
No contracts · Cancel anytime · From $3,995/mo
New York State's 6.5% business corporation tax rate is just the beginning. If you operate in NYC, add the 8.85% General Corporation Tax (or 4% UBT for pass-throughs). That's a combined effective rate that exceeds almost every other US jurisdiction. Proper tax planning — estimated payments, apportionment analysis, and entity-structure optimization — isn't optional. It's survival.
The Metropolitan Commuter Transportation Mobility Tax hits employers in the MTA district (NYC, plus Rockland, Nassau, Suffolk, Orange, Putnam, Dutchess, and Westchester counties) at 0.34% of payroll. Most businesses don't budget for it until the first bill arrives. We calculate MCTMT quarterly and build it into your cash-flow forecast from day one.
If you lease commercial space in Manhattan south of 96th Street and pay annual rent above $250,000, you owe NYC's Commercial Rent Tax (CRT) at an effective rate of approximately 3.9% of rent. We track your CRT exposure, calculate quarterly payments, and model the impact when you negotiate lease renewals.
New York is the second-largest startup hub in the US. VC-backed and growth-stage companies need ARR/MRR tracking, deferred revenue waterfalls, unit economics, and board-ready reporting packages. We've been on both sides of the investment table — we know exactly what investors look for in your numbers.
Everything a full-time CFO delivers — without the $300K New York salary.
Full P&L, balance sheet, cash flow statement. US GAAP-compliant. Board-ready with variance commentary — not a raw trial balance.
Revenue, gross margin, AR days, AP days, cash runway, burn rate. Updated live. Know where you stand before month-end.
Rolling weekly cash forecast with scenario modelling. The document lenders and investors ask for — always current.
NYS corporate tax, NYC GCT/UBT, MCTMT, commercial rent tax, sales-tax nexus. Working papers prepared for your CPA.
45-minute call to review the numbers, flag risks, discuss opportunities. Like having a CFO in the room without the full-time overhead.
Monthly variance analysis so you know exactly where you're over or under plan — before it becomes a problem.
No contracts. No hidden fees. Cancel with 30 days' notice.
Monthly management accounts, bank reconciliation, compliance tracking
Full strategic CFO — for businesses scaling past $5M
Multi-entity, M&A-ready, investor reporting
New York State imposes a 6.5% business corporation tax (with a 0.1875% capital base tax alternative). We calculate quarterly estimated payments, prepare apportionment schedules (receipts factor, payroll factor), and optimize entity structure to minimize the combined state burden.
C-corps operating in NYC face an additional 8.85% GCT. Partnerships and sole proprietors pay the 4% Unincorporated Business Tax. We calculate both, prepare estimated payments, and model the total effective tax rate for NYC-based businesses so there are no year-end surprises.
0.34% of payroll expense for employers in the MTA district — covering NYC plus seven surrounding counties. We calculate MCTMT quarterly, include it in payroll-cost projections, and ensure it's reflected in your cash-flow forecast from day one.
Tenants in Manhattan south of 96th Street paying annual rent above $250,000 owe approximately 3.9% of base rent. We track your CRT liability, prepare quarterly filings, and model the CRT impact during lease negotiations so you understand the true occupancy cost.
New York's 4% state rate plus local taxes (up to 8.875% in NYC) apply to tangible goods and many services. We reconcile sales-tax filings, monitor rate changes across jurisdictions, and handle the $500K economic-nexus threshold for out-of-state sellers.
LLCs must file a biennial statement with the Department of State. Corporations file annual franchise tax returns. We track all deadlines and ensure your entity stays in good standing — avoiding the $250 penalty for late biennial statements.
Fund accounting, investor reporting, management-fee calculations, carried-interest tracking, and regulatory capital reporting for hedge funds, PE firms, and RIAs.
ARR/MRR tracking, ASC 606 revenue recognition, deferred revenue waterfalls, and investor-ready reporting for NYC's thriving tech ecosystem.
Job costing, inventory valuation, COGS analysis, NYS manufacturing credits (ITC at 6%), and Excelsior Jobs Program compliance for upstate operations.
Property-level NOI, transfer-tax modelling, 421-a/J-51 abatement tracking, and lender-ready financial packages for NYC and suburban markets.
Project-based accounting, royalty tracking, production-company financials, and NY film/TV tax credit documentation for the nation's media capital.
IOLTA trust accounting, matter-level profitability, partner compensation modelling, and NY Bar compliance for client trust accounts.
We calculate both NYS Business Corporation Tax (6.5%) and NYC GCT (8.85%) or UBT (4%) quarterly. We prepare apportionment schedules based on receipts, payroll, and property factors, and model entity-structure alternatives that may reduce the combined effective rate. Every quarterly estimate is built into your 13-week cash-flow forecast so you're never caught short.
The Metropolitan Commuter Transportation Mobility Tax is 0.34% of total payroll expense for employers in the MTA district — NYC plus Rockland, Nassau, Suffolk, Orange, Putnam, Dutchess, and Westchester counties. If you have even one employee in those areas, you likely owe it. We calculate it quarterly and build it into your payroll-cost model from day one.
Yes. We track NYS manufacturing credits including the Investment Tax Credit (6% of qualified equipment), the Excelsior Jobs Program (refundable credits for job creation and investment), and the R&D credit. We maintain the documentation your CPA needs to claim these credits and model the cash impact of planned capital investments.
This is our sweet spot. Stuart's background includes private equity — he knows what investors look for. We prepare monthly board packs with ARR, MRR, net retention, burn rate, runway, and cohort-based unit economics. Deferred revenue waterfalls under ASC 606. Cap table reconciliation support. The metrics and format your investors expect — delivered by the 5th of each month.
Most New York engagements are fully onboarded within 2 weeks. We connect to your QuickBooks, Xero, or NetSuite instance on day one, run a diagnostic on your chart of accounts by day three, and deliver your first management pack by the end of week two. No long implementation projects.
Also Serving
30-minute discovery call. We'll review your current setup, identify gaps, and show you exactly what your management accounts should look like. No pitch — just proof.
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