Corporate Tax
Federal, state and city corporate tax planning and filing for C-corps, S-corps and partnerships.
From $3,500/yr
Learn moreAccounting & tax advisory · Midtown Manhattan
Clear numbers. Confident decisions.
Northline Advisory gives growing companies a senior finance team on demand: tax planning, clean books, payroll and CFO-level insight, delivered with clarity and on time.
4.9/5 from 180+ client reviews
Q3 close completeOn track
Books reconciled 6 days after month end
- Clients served
- 600+
- Years in practice
- 15
- Client retention
- 97%
- Tax savings identified in 2025
- $18M
Credentials and partners you can trust
- AICPAMember firm
- NYSSCPAMember firm
- IRS e-fileAuthorized provider
- QuickBooksProAdvisor Elite
- XeroGold Partner
- SOC 2Aligned processes
What we do
Full-cycle accounting and tax, under one roof
Pick a single service or combine them into a retained finance function. Every engagement has a named advisor and fixed, transparent pricing.
Sales Tax & VAT-style Compliance
Nexus studies, registrations and monthly filings across every state where you sell, plus VAT support for cross-border sales.
From $450/mo
Learn moreBookkeeping & Payroll
Accrual-basis books closed by day 10, plus multi-state payroll, benefits and contractor payments.
From $650/mo
Learn moreBusiness Formation
Choose the right entity, form it correctly and set up EIN, banking, payroll and tax elections from day one.
From $1,200 per project
Learn moreAudit Support
Audit-ready financials, PBC lists and representation for IRS, state and investor or lender audits.
From $4,500 per project
Learn moreFractional CFO
Forecasting, fundraising support, board reporting and unit economics from an experienced CFO, part-time.
From $3,500/mo
Learn more
Why Northline
A finance partner that answers in hours, not weeks
We combine CPA-led expertise with modern tooling so you always know where your numbers stand and what to do next.
Senior-led engagements
Every client works directly with a licensed CPA or EA, not a rotating junior team.
Fixed, transparent fees
Clear monthly or project pricing agreed up front. No surprise hourly invoices.
One business day response
Questions answered within one business day, with a shared portal for every request.
Bank-grade security
Encrypted document exchange, role-based access and SOC 2 aligned processes.
Our people
Meet the advisors behind your numbers
Former Big Four managers, in-house finance leaders and tax specialists who have sat on your side of the table.
Eleanor Whitfield
Managing Partner, CPA
Marcus Chen
Partner, Advisory & Fractional CFO
Sofía Ramírez
Partner, Tax, CPA
James Okafor
Director, Audit Readiness, CPA
Client stories
Trusted by founders and finance leaders
“Northline rebuilt our books before our Series A and had a clean data room ready in three weeks. Our lead investor said it was the smoothest diligence they had seen that year.”
Rachel KimCo-founder & CEO, Lattice Health “We were selling in 31 states and filing in two. Sofía's team mapped our exposure, negotiated voluntary disclosures and now files everything monthly. I finally sleep at night.”
Tom AlvarezFounder, Brightwater Goods “Having Marcus as our fractional CFO feels like having a co-founder who loves spreadsheets. Board meetings went from stressful to genuinely strategic.”
Aisha JohnsonCEO, Fieldnote Analytics “Our agency's books close by the eighth of every month and we can see margin by client for the first time. The fixed fee means no awkward invoices.”
Luis MorenoManaging Partner, Studio Meridian
Industries
Specialists in the sectors we serve
Industry-specific chart of accounts, KPIs and tax strategies built from hundreds of engagements.
SaaS
ASC 606 revenue, SaaS metrics and multi-state sales tax for subscription software.
E-commerce
Inventory accounting, marketplace reconciliations and sales tax for DTC and Amazon brands.
Professional Services
Project profitability, partner compensation and tax planning for agencies, consultancies and law firms.
Healthcare
Practice accounting, payer reconciliation and entity structuring for medical and dental groups.
Real Estate
Property-level accounting, cost segregation and 1031 planning for investors and developers.
Startups
Delaware C-corp compliance, R&D credits and investor-ready financials from pre-seed to Series B.
FAQ
Questions we hear every week
How much does an accountant cost for a small business in New York?
Our monthly bookkeeping starts at $650 and corporate tax returns at $3,500 a year. Most growing companies combine services into a single fixed monthly fee between $1,200 and $6,000, agreed before we start.
Do you only work with companies in New York?
No. Our office is in Midtown Manhattan, but we serve clients in 38 states through our secure client portal and video meetings. We file in every state where you have obligations.
How quickly can you get started?
After a free consultation we send a proposal within two business days. Onboarding usually takes one to two weeks, and urgent deadlines can be prioritized from day one.
Is my financial data secure?
Yes. Documents are exchanged through an encrypted portal with multi-factor authentication. Access is role-based and our processes are aligned with SOC 2 controls.
Do you offer services in Spanish?
Yes. Several of our advisors, including our tax partner, work with clients in Spanish, and we can provide reports and meetings in Spanish on request.
Ready for books you can rely on?
Book a free 30-minute consultation. We will review your current setup and send a fixed-fee proposal within two business days.