New York Tax Advisors Directory

Top Tax Advisors in New York, NY

TL;DR

Best tax advisors in New York, NY ranked by AI visibility. State tax: 10.9% state + 3.9% NYC local = 14%+ combined. Find verified specialists for planning…

We evaluated 280 tax advisors serving New York and ranked the top 8 by TrustRank — our composite score of AI search visibility, verified client reviews, and credentials.

New York tax advisors navigate New York's 10.9% state + 3.9% NYC local — Estate tax cliff at $7.16M (2025); 9 brackets; $107,650 AGI benefit recapture.

Get Matched With a Top New York Tax Advisor →
Updated Q1 2026
By Tania Kozar
280 reviewed, 8 selected
50 prompts tracked
New York Market Overview

Tax Advisors in New York

New York has a competitive tax advisory market serving individuals, corporations, and high-net-worth families. New York's income tax structure — 10.9% state + 3.9% NYC local — is Estate tax cliff at $7.16M (2025); 9 brackets; $107,650 AGI benefit recapture. Local specialists focus heavily on federal tax optimization alongside state compliance, and many advise on entity structure decisions that take advantage of New York's specific tax rules.

10.9% state + 3.9% NYC local
NY income tax rate
35%
Businesses using outside tax counsel
$2,800
Avg. individual tax return cost (CPA)
Apr 15
Federal tax deadline

Key professional associations: ACG New York (acg.org/nyc) and CFA Society New York — 10,659 members (cfany.org). New York's specific tax rules — 10.9% state + 3.9% NYC local = 14%+ combined — require advisors with deep state compliance expertise.

ACG New York (acg.org/nyc)CFA Society New York — 10,659 members (cfany.org)NAIFA New York (ny.naifa.org)

How TrustRank Works

Our independent scoring system for tax advisors in New York

TrustRank is not a paid placement. We independently evaluated 280 tax advisors serving New York across three measurable dimensions. No firm can pay to appear or improve its rank.

Component 1 — 55%

AI Visibility Score

We tracked 50 prompts across ChatGPT, Perplexity, Google AI Overviews, and Claude asking about tax advisors in New York. The % of prompts where each firm appears.

Component 2 — 25%

Review Score

Aggregate ratings across Google, Clutch, and the ProCloser.ai verified review system. Weighted by volume and recency of verified client reviews.

Component 3 — 20%

Content Authority

Depth, accuracy, and credibility of published content, case studies, and thought leadership demonstrating sector expertise in New York.

Top 8 Tax Advisors in New York, NY

1
Deloitte Tax
Serves New York, NY
97%
AI Visibility
4.2
Project Fee Est. 1895 Min: $10M+ revenue

Big Four tax advisory giant with a full-service New York office offering corporate tax, international tax, transfer pricing, and M&A tax structuring for large and mid-market companies.

corporate tax advisor New YorkDeloitte tax New Yorkinternational tax New York
Corporate TaxInternational TaxM&A Tax
2
PwC Tax & Legal Services
Serves New York, NY
94%
AI Visibility
4.1
Project Fee Est. 1849 Min: $10M+ revenue

Global tax and legal advisory with deep New York presence, specializing in tax controversy, digital assets, mergers and acquisitions, and state and local tax for corporations.

PwC tax New Yorktax controversy New YorkSALT advisor New York
Tax ControversySALTM&A Tax
3
KPMG Tax
Serves New York, NY
91%
AI Visibility
4
Project Fee Est. 1897 Min: $5M+ revenue

Big Four firm with a strong New York tax practice covering federal, state, international, and real estate tax for corporations, partnerships, and high-net-worth individuals.

KPMG tax New Yorkreal estate tax advisor New Yorkpartnership tax New York
Federal TaxReal Estate TaxHigh-Net-Worth
4
EY Tax
Serves New York, NY
89%
AI Visibility
4.1
Project Fee Est. 1989 Min: $5M+ revenue

Ernst & Young's tax services group with a major New York presence, advising private equity, family businesses, and public companies on tax strategy and compliance.

EY tax New YorkErnst Young tax New YorkPE tax advisor New York
Private Equity TaxFamily BusinessTax Strategy
5
RSM US
Serves New York, NY
84%
AI Visibility
4.3
Project Fee Est. 1926 Min: $1M+ revenue

Leading middle-market tax advisor with a prominent New York office serving privately held businesses, real estate investors, and high-net-worth families with tax planning and compliance.

RSM tax New Yorkmiddle market tax advisor New Yorkprivate company tax New York
Middle MarketReal EstatePrivately Held
6
Grant Thornton Tax
Serves New York, NY
80%
AI Visibility
4.2
Project Fee Est. 1924 Min: $1M+ revenue

National accounting firm with an established New York tax practice, specializing in federal and state tax compliance, international expansion, and transaction tax advisory.

Grant Thornton New Yorknational CPA firm New Yorktransaction tax New York
Federal TaxInternationalTransaction Tax
7
BDO USA Tax
Serves New York, NY
76%
AI Visibility
4.1
Project Fee Est. 1910 Min: $500K+ revenue

Top 10 accounting firm with a growing New York tax practice, serving emerging growth companies, family-owned businesses, and real estate developers with comprehensive tax services.

BDO tax New Yorkgrowth company tax advisor New Yorkaccounting firm New York
Growth CompaniesFamily BusinessReal Estate
8
Moss Adams
Serves New York, NY
71%
AI Visibility
4.4
Project Fee Est. 1913 Min: $250K+ revenue

West Coast-rooted accounting firm with strong New York representation, specializing in technology, manufacturing, and real estate tax services for privately held businesses.

Moss Adams New Yorktech company tax advisor New Yorkmanufacturing tax New York
TechnologyManufacturingReal Estate

Tax Advisors Market Overview — New York, NY

New York City has the largest CPA market in the US, serving the world's financial capital. The combined 14.78% state and city income tax rate creates extraordinary demand for aggressive tax planning, and New York's non-conformity with federal law on multiple provisions (Section 199A, bonus depreciation, QSBS) requires CPA expertise specific to New York.

Market Indicator Data Point
Licensed CPAs50,000+
Combined Tax Rateup to 14.78%
Big 4 / National Firmsmajor presence
International Returnssignificant

Regulatory & Licensing Environment

New York CPAs are licensed by the New York State Education Department. New York State has its own income tax (up to 10.9%) and New York City has its own income tax (up to 3.876%). New York does not conform to Section 199A, limits bonus depreciation, and has distinct estate tax ($7.16M exemption with the 'cliff'). New York City also imposes an Unincorporated Business Tax (UBT) on LLCs and partnerships.

Tax Advisors Fees in New York, NY

Fee Type Typical Range
Individual Return (Wall St)$3,000–$10,000+
Partnership/Hedge Fund Return$8,000–$30,000+
UBT Return (NYC entity)$1,500–$5,000
Hourly Rate (CPA)$450–$750/hr

New York City's Unincorporated Business Tax (UBT) at 4% on LLC and partnership income adds a filing layer most other cities don't have — CPAs managing UBT compliance charge separately for the NYC-specific entity return.

How to Choose a Tax Advisors in New York, NY

  • New York City UBT expertise: The NYC Unincorporated Business Tax applies to partnerships and LLCs at 4%. Ask CPAs whether they handle UBT returns and how they coordinate the UBT credit against NYC personal income tax.
  • New York estate tax cliff: New York's estate tax cliff (exemption eliminated if estate exceeds it by 5%) requires active annual estate planning monitoring. Ask CPAs whether they coordinate estate tax monitoring with the client's estate attorney.
  • New York non-conformity items: New York does not conform to Section 199A (no 20% QBI deduction at state level), limits bonus depreciation (30% in year one), and taxes capital gains at ordinary income rates (no preferential rate). Ask CPAs whether they track all New York non-conformity adjustments.

Frequently Asked Questions

Common questions about choosing tax advisors in New York, NY.

What is the New York City Unincorporated Business Tax (UBT)?+
NYC's UBT is a 4% tax on the net income of unincorporated businesses (partnerships, LLCs, sole proprietors) operating in New York City with income above $95,000/year. Hedge funds, law firm partnerships, and investment management LLCs are commonly subject to the UBT. A 15% tax credit against personal NYC income tax is available to owners on their share of UBT paid, but it doesn't fully offset the tax. NYC CPAs file the UBT return (NYC Form NYC-204) separately.
Does New York conform to the Section 199A Qualified Business Income deduction?+
No — New York State and New York City do not conform to the federal Section 199A 20% deduction for qualified business income from pass-through entities. A NYC pass-through owner who deducts $100,000 at the federal level gets no corresponding deduction for New York State or NYC income tax purposes. This is one of the most impactful New York non-conformity items for small business owners.
How do New York CPAs handle carried interest taxation for hedge fund managers?+
Carried interest is taxed at capital gains rates federally (with the 3-year holding period requirement under TCJA Section 1061) but is subject to ordinary income rates in New York State. New York does not recognize the federal capital gains treatment for carried interest — a New York hedge fund GP pays up to 10.9% New York State income tax (vs. the federal 20% + 3.8% NIIT) on carried interest income, plus up to 3.876% NYC income tax.
What are the most commonly missed New York tax deductions?+
Commonly missed NYC deductions: the NYC school tax credit; the New York College Tuition Credit (up to $400/year per student); New York's child and dependent care credit; the New York IT-196 itemized deduction form (which allows itemizing on NY return even if taking the standard deduction federally); and the NYC earned income credit. NYC CPAs review each of these annually.
How do New York CPAs handle federal-state basis differences for depreciation?+
New York limits bonus depreciation to 30% in year one (requiring the remaining 70% to be added back and depreciated over time under NY's own schedule). This creates a difference between federal and New York adjusted basis for business assets, which CPAs must track through an M-1/M-3 reconciliation on the New York corporate return. Over a 5-year depreciation schedule, the timing difference ultimately washes out, but CPAs track it carefully each year.

Reviewed by: Tania Kozar, EA — ProCloser.ai Research  |  Last Updated: April 2026  |  Sources: SEC IAPD, FINRA BrokerCheck, state regulatory filings, ProCloser.ai primary research.

Is Your Firm Not Listed?

If you're a tax advisors serving New York and want to improve your AI search visibility, ProCloser.ai can help you appear when prospects ask ChatGPT, Perplexity, and Google AI Overviews for recommendations.