Large-firm strategy, boutique fees
Grow your business
build wealth
keep more
Advanced business and personal tax strategy, specialized financial review and audit — under one roof.
One plan, one team, all you need.
35+ Years
CPAs — public accounting & tax law
1 Tax Plan
Business, personal, payroll, SALT & international, weighed together
Assurance
Reviews & specialized audits
Our Services
We bring business, personal, payroll, state, international, and trust & estate taxes together into one proactive strategy — while delivering the high-precision financial reviews and specialized audits growing businesses require for banks, investors, acquirers, and regulators.
Tax
Planning
One master plan — including:
Business · Personal · Payroll · SALT · International · Trust & Estate
What AI & most CPAs miss
- Taxes planned in isolated silos
- Generic strategy, not built for you
- Missed cross-entity optimization
What We Do
- Unified year-round master plan
- Entity, salary, QBI & PTET modeled
- Max credits & deductions captured
Tax
Compliance
File every tax with us — covering:
Obligations · Deadlines · Filings · Defense
What most filing services miss
- Focus only on income tax filing
- Other obligations miss the deadline
- Last-minute filings, costly notices
What We Do
- We know what and when to file
- Federal, state & multi-state
- IRS & state controversy pros
Audit &
Assurance
Registered NYS CPA firm — issuing:
Audits · Reviews · Compilations · Benefit plans
What most CPAs miss
- Not enrolled in peer review
- No real audit experience
- Can’t issue a valid report
What We Do
- Fully authorized, peer-reviewed firm
- 20+ years of assurance experience
- Benefit plans, nonprofits & co-ops
Financial
Statements
GAAP financials — prepared for:
Banks · Investors · Lenders · Boards
What most bookkeepers miss
- Books not GAAP-ready
- Late year-end close
- Covenant reporting missed
What We Do
- Compiled & reviewed statements
- Year-end close support
- Loan and covenant reporting
Trusted across industries
Client names withheld by preference — discretion is part of the service.
Tech & SaaS
founders
Real estate
investors
Professional
practices
Family-owned
businesses
Multi-state
companies
Nonprofits &
§501(c) orgs
Co-ops &
condos
Executives &
equity holders
International
filers
High-net-worth
individuals
Tax optimization
The full picture
Every tax you owe, planned as one.
We apply every applicable saving strategy across all your taxes — weighing, adjusting, and finding what’s best for you. Then we file it all.
- Personal
- Business
- State & local
- Payroll
- International
- Trust
- Estate
- Gift
Total tax owed
Client case study
Stay in Compliance
File every tax with us.
For a business, staying compliant matters as much as saving tax — and it’s the part most owners overlook, until a notice arrives. We identify every obligation and deadline, file on time, and defend the return if anyone questions it.
Your filing year — handled
Client case study
JAN
1099s · W-2s · Q4 est.
FEB
MAR
APR
1040 · 1120 · FBAR · Q1 est.
MAY
JUN
JUL
Excise & franchise filings
AUG
SEP
OCT
NOV
DEC
Year-end moves
01
Obligations mapped
Every filing you're required to make, identified up front.
02
Deadlines tracked
No last-minute filings, no avoidable notices or penalties.
03
Filed across jurisdictions
Federal, state, multi-state, and international returns.
04
Defended if challenged
IRS and NYS controversy handled by tax pros.
Assurance & financial services
stand behind.
Audits, reviews, and compilations require a registered CPA firm — and ours is one, with 20+ years of assurance experience.
20+
years of combined assurance experience
AICPA
members, held to the profession’s standards
NYS
a state-registered CPA firm eligible to sign
Audit & Review
Independent assurance to meet your reporting requirements with confidence.
Nonprofit §501(c)
Audits and reviews that keep nonprofits compliant and clear.
Our Team
Decades of combined experience across tax and audit, for complex financial matters.
Fenix Levy, CPA
A New York State CPA with 18+ years of public accounting and an advanced degree in taxation. Founded the practice in 2018.
Aslam Mortoza, CPA, CGMA
17+ years of audit experience at leading firms. Leads financial statement audits with a focus on accuracy and compliance.
Jin Heng Luo, CPA
CPA licensed in 2022, specializing in individual, business, and international tax — including complex cross-border filings.
An accounting graduate who began as a tax intern, now focused on individual tax work.
Erin Zeng
Joined FLT in 2020 with deep experience in client management and federal income taxation. Pursuing her CPA.
FAQ
Do you work with clients outside New York?
Yes. We’re based in New York and serve clients across the U.S. and internationally, including multi-state and cross-border filings.
How are engagements priced?
By scope, not by the hour. After an initial conversation we propose a fixed annual engagement, so you always know what to expect.
Can you handle both my tax planning and an audit?
Yes — tax strategy and assurance sit under one roof. One team coordinates both, so nothing falls between the seams.
Will you coordinate with my attorney and financial advisor?
Always. We work alongside your legal and investment advisors so your strategy stays consistent across every relationship.
Is my information kept confidential?
Discretion is the first deliverable. Your information is held in strict confidence and accessed only by the professionals on your engagement.
started.
Book a 30-minute consultation and we’ll map your entities, your filings, and your savings — all in one place.
Our Office
157 Columbus Ave, Office 414
New York, NY 10023
Phone