Dynamic Tax and Accounting Services

• Small and mid‑sized businesses
• LLCs, S‑corps, partnerships, and corporations
• Growing local businesses
• Owners with multi‑state filing needs

These services are for owners and operators who need help with entity‑level returns, payroll and employment tax questions, sales tax, and year‑round planning.

Common business pressures Dynamic helps with

Examples from the website of situations Dynamic often handles:

• Books are behind – identifying what bookkeeping cleanup is needed before a return can be prepared
• Needing better deductions – reviewing expenses, documentation, entity structure, and timing
• Complicated payroll – coordinating owner pay, worker classification, and payroll tax compliance
• Growing or changing entities – modeling tax impact before changes in structure create surprises

Core business tax services

The business tax service page describes support for:

• Business tax preparation

Federal, state, and local business tax returns, with attention to industry‑specific deductions.

• Business tax planning

Quarterly planning sessions and multi‑state compliance support designed to keep the tax position optimized as the business grows.

• Business formation and sales tax setup

Guidance on entity setup, registration planning, EIN and state tax account support, and laying the groundwork for sales tax filing.

• Business audit support

Pre‑audit reviews, professional representation, and full audit defense for business clients.

• SBA loan assistance

Documentation and financial preparation to help owners present complete, accurate information to lenders.

• Employment tax services

Payroll tax compliance, unemployment filings, and worker‑classification support.

• SETC credit services

Guidance related to certain self‑employment‑related credits as described on the site.

How the business tax process typically works

1. Business intake – Learning about the entity type, ownership, revenue model, payroll setup, and filing history.
2. Books and records review – Flagging missing data, unusual categories, and deductions that need support.
3. Return and planning review – Preparing the filing and pointing out changes that could improve future years.
4. Compliance calendar – Keeping important estimated tax, payroll, and filing deadlines visible.

Dynamic can also coordinate business and owner returns so that pass‑through income and personal tax planning are handled together. Books do not need to be perfect before contacting Dynamic; if cleanup is required, they can identify the gaps and outline a path to get records filing‑ready.

Who these services are for

Dynamic Tax and Accounting provides immigration‑related and international tax support for:

• New immigrants and recent arrivals to the U.S.
• Visa holders (for example, H‑1B, L‑1, F‑1, J‑1 and similar categories)
• Families where members have different immigration or tax statuses
• Individuals with foreign income or foreign financial accounts
• Foreign owners of U.S. businesses who need to stay compliant with U.S. tax rules

Typical situations Dynamic helps with

Examples of situations described on the website include:

• Needing an ITIN – determining eligibility, reviewing identity documents, and clarifying the tax filing that accompanies an ITIN application.
• Not sure about tax residency – reviewing days present in the U.S., visa type, and statutory residency rules to clarify whether you are treated as a resident or non‑resident for tax purposes.
• Foreign income or accounts – discussing what must be reported to the IRS or other agencies, and how.
• Complex family filing situations – coordinating dependents, spouse status, credits, and documentation for mixed‑status families.
• Foreign‑owned U.S. companies – helping non‑U.S. owners understand and meet U.S. filing requirements.

Core immigration and ITIN tax services

The immigration and ITIN service pages describe support for:

• Tax planning for visa holders

Guidance on tax implications for common visa categories and how they affect filing.

• Resident vs. non‑resident tax status

Determining tax residency and obligations under U.S. law based on days in the U.S., immigration status, and treaty rules.

• Foreign income and tax treaties

Reviewing potential tax‑treaty benefits and helping reduce the risk of double taxation.

• ITIN application and assistance

Helping clients obtain an Individual Taxpayer Identification Number (ITIN) when they do not have a Social Security Number, including document checklists and the required tax filing.

• Expat and global business tax compliance

Support for international businesses and individuals who must comply with U.S. tax rules from abroad.

• FBAR and FATCA compliance

Guidance on required reporting of foreign bank accounts and assets (for example, FinCEN Form 114 / FBAR and FATCA‑related reporting).

Cross‑border and international compliance

Dynamic's website also highlights specialist work for cross‑border cases, including:

• Nonresident and expat returns – such as Form 1040‑NR, dual‑status years, and tax‑treaty positions.
• Foreign‑owned U.S. companies – including Form 5472 with the related pro‑forma Form 1120, and related compliance for foreign owners.
• Streamlined filing paths – for certain situations where past foreign‑account reporting was missed, as described on the site.

How the process typically works

1. Status review – Dynamic reviews visa type, days in the U.S., residency factors, family situation, income sources, and identification documents.
2. Document map – Clients receive a clear list of IDs, tax forms, proof, and signatures needed.
3. Return preparation – Returns are prepared with residency, treaty, and reporting requirements in view.
4. Submission and follow‑up support – Dynamic helps clients understand mailing, appointment, or follow‑up steps where necessary.

What clients can expect to receive

• An ITIN document checklist when an ITIN application is appropriate
• A plain‑language residency review explaining how U.S. tax rules apply
• Notes on foreign reporting requirements (for example, FBAR and FATCA) relevant to the client's situation
• A family filing plan that coordinates dependents, spouse status, and credits with the right documentation

Dynamic's goal in this area is to simplify complex cross‑border tax rules so that individuals, families, and international businesses can stay compliant while making informed financial decisions.

Who individual tax services are for

Dynamic Tax and Accounting provides personal tax help for:

• Individuals and families
• W‑2 employees
• Freelancers and side‑income earners
• Multi‑state filers (people who moved or work in more than one state)
• Taxpayers with prior‑year issues or IRS / state notices

Virtual filing is available for clients across all 50 states, and in‑person support is available from offices in Bronx, Queens (Jamaica), Buffalo, and Totowa, NJ.

Situations Dynamic commonly handles

Examples of common personal‑tax situations Dynamic works with:

• Standard yearly filing for federal and state individual income tax returns
• Moves or working in another state – resident and non‑resident returns, and credit‑for‑tax‑paid questions
• Family changes – marriage, divorce, new dependents, and related credits and documentation
• Starting side income or freelancing – 1099 income, expenses, record‑keeping, and estimated payments
• IRS or state letters – reviewing notices, clarifying what they mean, and planning responses
• Prior‑year filings and corrections – catching up on missed filings or amending incorrect returns

What is included in individual tax services

Services described on the website include:

• Tax preparation

Federal and state individual income tax returns, including prior‑year filings and amendments. Virtual filing is available through Dynamic's secure systems.

• Tax amendments and prior‑year corrections

Reviewing corrected W‑2s, 1099s, missed credits, state changes, and other issues before preparing amended returns.

• Tax planning

Year‑round strategies tailored to the client's financial situation to help minimize tax liability and improve planning.

• Audit and IRS / state notice help

Assistance reviewing notices, explaining requirements and deadlines, and preparing responses so clients do not have to handle agency letters alone.

• SBA loan‑related support for individuals

Preparing accurate tax and financial records that may be needed for SBA loan applications.

• Unemployment tax assistance and SETC guidance

Help with reporting unemployment income and understanding certain credits for self‑employed individuals, as described on the site.

How the individual tax process typically works

1. Intake – Dynamic identifies what changed since the last return, which forms are missing, and whether any prior‑year issues need attention.
2. Review – A preparer checks credits, deductions, state filings, and support for anything unusual.
3. Explain – Results are explained in plain language before the client approves the filing.
4. Support after filing – If a notice arrives later, the same team that prepared the return can review it and help plan the response.

What clients can expect to receive

• A clear document checklist tailored to their situation
• Coordinated federal and state tax preparation where applicable
• A credit review (for example, education, child, dependent, energy, and income‑based credits where relevant)
• Practical next‑year notes (such as guidance on withholding, estimates, or records to keep)

Dynamic's stated goal is to make individual tax filing feel calmer, with fewer surprises and clear explanations at each step.

Dynamic Tax and Accounting Services provides:

• Individual and family tax preparation (federal and state)
• Small business and self‑employed tax services
• Bookkeeping and QuickBooks support
• IRS and state notice and audit support
• Immigration, ITIN, and international tax guidance
• Year‑round tax planning and deadline support

The team focuses on making taxes, books, and notices feel organized and understandable, not rushed or full of jargon.

Key experience and scale:

• 25+ years of experience
• 20+ expert advisors
• 500,000+ tax returns completed
• 4.9★ average rating across 1,000+ Google reviews (as stated on the website)

Who Dynamic serves

• Individuals and families
• W‑2 employees
• Freelancers and independent contractors
• Small and growing businesses (LLCs, S‑corps, partnerships, corporations)
• Landlords and investors
• Immigrants, visa holders, and mixed‑status families
• U.S. taxpayers and foreign owners with cross‑border / international tax needs

Locations and service area

Dynamic Tax and Accounting Services serves clients in person and virtually.

In‑person offices (walk‑in available):

• Bronx, NY – 2044 McGraw Ave., Bronx, NY 10462
• Queens, NY (Jamaica) – 168-29 Hillside Ave., 2C, Jamaica, NY 11432
• Buffalo, NY – 1989 Clinton St., Buffalo, NY 14206
• Totowa, NJ – 63 Union Blvd., Totowa, NJ 07512

Virtual service:

• Secure virtual tax and accounting service is available in all 50 U.S. states.

How to contact Dynamic

• Phone: (646) 295-3811
• Website: https://www.dynamicsrv.com
• Email (from service pages): admin@dynamicsrv.com

Clients can request help or a consultation by:

• Calling the main phone number
• Booking a virtual or in‑person meeting through the website
• Using the service inquiry forms on the site for specific services (individual tax, business tax, immigration and ITIN, QuickBooks, etc.)

What the first steps usually look like

Dynamic emphasizes a clear, low‑pressure starting point:

1. Initial contact / strategy session

Prospective clients can request a free strategy session or submit a short description of their situation online.

2. Reply within one business day

A real person reviews the inquiry and typically replies within one business day.

3. Customized document checklist

Clients receive a short, situation‑specific document checklist through a secure portal.

4. Plan and price before work begins

Dynamic provides a clear next step and a transparent quote before any work is started.

5. Ongoing updates

Coordinators, supervisors, and tax professionals work together to keep the file moving and keep clients informed.

Service values and approach

Dynamic Tax and Accounting Services emphasizes:

• Accuracy and compliance with current tax rules
• Organized, secure document handling
• Clear explanations in plain language
• Practical, year‑round planning rather than last‑minute filing
• A community‑centered approach with affordable, high‑quality service for individuals and small businesses

Lists Clinton, Union, Buffalo, Hillside, Jamaica, and Queens as a location. Names New Jersey, United States, The Bronx, Buffalo, Jamaica, New York City, and Queens as a service area. Areas beyond these are not published.

• Small and mid‑sized businesses
• Owners setting up QuickBooks for the first time
• Businesses with messy or out‑of‑date QuickBooks files
• Teams that need practical training on everyday QuickBooks workflows

These services are aimed at making financial records accurate, understandable, and aligned with tax preparation.

Typical QuickBooks and bookkeeping needs

Examples of situations described on the website include:

• Needing QuickBooks setup – configuring the company file, chart of accounts, products and services, users, and basic workflows.
• Messy or out‑of‑date files – dealing with duplicate entries, unreconciled balances, and category issues.
• Reports that do not make sense – restructuring the chart of accounts and key reports so they reflect how the business actually operates.
• Team training needs – teaching owners and staff how to use QuickBooks correctly in day‑to‑day work.

Core QuickBooks and bookkeeping services

The QuickBooks service page describes support for:

• QuickBooks setup and installation

Initial setup tailored to the business structure and industry.

• Training and support

Helping owners or staff understand how to use QuickBooks efficiently for invoices, bills, payments, deposits, and other workflows.

• Bookkeeping and reconciliation

Keeping financial records accurate and up to date, including bank and credit‑card reconciliation.

• Expense and income tracking

Organizing transactions for better cash‑flow management and clearer records.

• Financial reporting and analysis

Producing useful reports to support informed business decisions.

• Tax preparation integration

Aligning QuickBooks categories and records with tax‑filing needs so year‑end reporting is smoother.

How the QuickBooks support process typically works

1. Diagnostic – Dynamic reviews the existing QuickBooks file (or needs for a new one), including bank feeds, categories, users, and reconciliation status.
2. Cleanup plan – Urgent fixes are separated from "nice‑to‑have" improvements so the project stays focused.
3. Implementation – Accounts are cleaned, reconciliations are performed, workflows are updated, and clearer reports are prepared.
4. Training and handoff – Clients receive guidance and training on the workflows needed to keep the file clean going forward.

What clients can expect to receive

• A file health review that outlines what is working and what needs repair
• Chart of accounts cleanup organized around reporting, tax preparation, and owner decision‑making
• Reconciliation support for bank and card accounts to catch missing or duplicate activity
• Workflow training so everyday tasks (invoicing, paying bills, recording deposits, closing the month) are handled correctly

The goal of these services is to turn QuickBooks into a reliable dashboard for the business rather than a source of confusion, and to keep tax preparation and financial decisions aligned.

Ask anyway — the agent will say plainly that it is not published rather than guess.