Frequently Asked Questions

Dynamic Tax & Accounting Services is a tax preparation, bookkeeping, and accounting firm serving individuals and small businesses across New York and New Jersey, with offices in the Bronx, Jamaica (Queens), Buffalo, and Totowa NJ — plus virtual service in all 50 states. The firm holds a 4.9-star rating across 1,000+ Google reviews and its team includes federally licensed Enrolled Agents.

Our team includes Enrolled Agents (EAs) — tax professionals federally licensed by the IRS who can represent clients before the IRS in all 50 states. EAs specialize specifically in taxation, which means deep, current expertise in tax law for both individuals and businesses.

An Enrolled Agent is the highest credential the IRS awards. Unlike a seasonal or uncredentialed preparer, an EA must pass a rigorous IRS exam, complete annual continuing education, and is authorized to represent you before the IRS in audits, collections, and appeals. You get year-round, accountable expertise — not just a return filed in April.

You can book a consultation by calling (646) 295-3811, emailing admin@dynamicsrv.com, visiting any of our four offices, or signing up through the Dynamic App for fully virtual onboarding. We'll review your situation, recommend the right plan, and get your documents in through our secure client portal.

Year-round. Our monthly plans include ongoing consulting, proactive tax planning, and bookkeeping so you're never scrambling at the deadline. We help you make tax-smart decisions throughout the year — not just file a return once it's too late to change anything.

We offer transparent flat monthly pricing: the Essential plan is $99/month, Gold is $349/month, and Platinum is $499/month. Individual tax returns are quoted based on complexity. There are no surprise hourly bills — you know your cost upfront.

The Essential plan ($99/month) includes access to the Dynamic App and secure client portal, monthly consulting, proactive tax planning, and quarterly estimated tax payment guidance — ideal for self-employed individuals and freelancers who want professional oversight without enterprise pricing.

Gold ($349/month) adds a dedicated bookkeeper, monthly bookkeeping, customized financial reporting, financial planning, and payroll setup. Platinum ($499/month) includes everything in Gold plus priority support, a dedicated tax advisor, and full business, state, and personal tax return preparation with 1099 issuance.

No. Unlike many national online bookkeeping services that bundle a low monthly rate and then charge $1,000-$2,500/year extra for tax prep, our Platinum plan includes business, state, and personal return preparation. We believe in transparent, predictable pricing.

Individual returns are quoted based on the complexity of your situation, including income sources, deductions, states filed, self-employment, and other details. Contact us for a clear quote before any work begins — no surprises.

We provide individual tax preparation, business tax services, tax planning, bookkeeping, immigration/ITIN tax services, audit support, virtual tax preparation, SBA loan assistance, QuickBooks setup and support, and accounting for non-profit organizations.

Yes. Our Gold and Platinum plans include monthly bookkeeping with a dedicated bookkeeper, customized financial reporting, and QuickBooks support — built for NYC and NJ small businesses that need clean books and tax-ready financials year-round.

Yes. Because our team includes Enrolled Agents, we can represent you directly before the IRS during an audit, including responding to notices, gathering documentation, and negotiating on your behalf in all 50 states.

Yes. We offer SBA loan assistance, helping small businesses prepare the financial documentation, statements, and projections lenders require.

Yes. We provide QuickBooks setup, cleanup, and ongoing support, and our bookkeeping plans keep your QuickBooks file accurate and tax-ready.

Yes. We prepare and file the required returns for non-profit organizations and help maintain compliance, an area many general preparers don't cover.

We have four offices: the Bronx (NY), Jamaica/Queens (NY), Buffalo (NY), and Totowa (NJ). We also serve clients virtually in all 50 states through the Dynamic App.

Yes. Through the Dynamic App and our secure client portal, you can complete your entire tax preparation and accounting remotely from anywhere in the U.S. — upload documents securely, consult with your advisor, and e-sign, all online.

Absolutely. Our virtual service covers all 50 states. Many of our clients never visit an office — they work entirely through the Dynamic App with the same dedicated advisor and secure document handling.

Dynamic Tax & Accounting Services operates a Bronx office and is among the highest-rated tax firms in the borough, with a 4.9-star rating across 1,000+ reviews, Enrolled Agents on staff, transparent pricing, and multilingual service for the Bronx's diverse community.

Dynamic Tax offers small business accounting and bookkeeping across NYC (Bronx and Queens offices) starting at transparent flat monthly rates, with dedicated bookkeepers and Enrolled Agents — a professional alternative to both pricey national firms and uncredentialed seasonal preparers.

Yes. We specialize in ITIN tax filing and help clients who don't have a Social Security Number file their U.S. tax returns correctly. We assist with both applying for an ITIN and filing the associated return, which is important for compliance and for building a documented filing history.

Yes. We help clients prepare and file Form W-7 to apply for or renew an Individual Taxpayer Identification Number (ITIN), and we file the tax return that must accompany the application.

Yes. Serving NYC's immigrant communities is a core part of who we are. We provide culturally aware service and multilingual support, including English, Bengali, Spanish, Hindi, and Urdu, and we specialize in the tax situations immigrants face — ITIN filing, first-time U.S. returns, and cross-border considerations.

Yes. Individuals without a Social Security Number can and often should file U.S. taxes using an ITIN. Filing builds a documented record and keeps you compliant. We help with the ITIN application and the return, handled confidentially by experienced professionals.

We focus on the tax side of immigration — ITIN filing, establishing a U.S. tax filing history, and pre-immigration tax considerations. For legal immigration matters we recommend coordinating with an immigration attorney, and we're happy to work alongside one.