
Helping individuals and small businesses
lead the way into financial transparency and accountability.
We are a forward-thinking tax and accounting firm dedicated to empowering clients seeking meaningful
financial transformation. We act as trusted advisors, guiding sustainable growth and success.
We prioritize lasting relationships built on trust and collaboration, helping clients navigate their financial
paths with innovation and integrity. We strive to partner with clients who share our commitment to progress
and integrity
Comprehensive Accounting Services for Small Businesses
Elevate Your Financial Performance
Our meticulous approach to tracking and accounting for every transaction ensures unparalleled accuracy in
financial records, cash flow management, and reporting.

Dedicated Accountant
Each client is paired with a dedicated accountant who proactively
monitors transactions and maintains open communication to foster a deep understanding of your financial landscape.

Strategic Year-Round Engagement
We conduct regular meetings with clients to anticipate tax-saving opportunities, ensuring your financial strategies are optimized for growth and aligned with your long-term vision.

3-Tiered Accounting Packages
Customizable packages designed for businesses that are serious about growth, committed to their success, and focused on building a legacy.

Insightful Financial Guidance
We provide actionable insights and strategic advice, empowering you to make informed decisions that drive profitability and sustainable growth.

Precision & Compliance
Our commitment to accuracy ensures your records are audit-ready and optimized for tax efficiency, giving you peace of mind as you navigate your financial journey.
Individualized Tax Services
A Strategic, Diligent Approach
At our firm, we provide more than tax preparation—we offer a strategic, diligent approach that minimizes audit risk and enhances financial decision making. Our expert team analyzes your tax and financial situation to provide insightful recommendations that help you make smarter, long-term choices. We use top-tier secure technologies and invest in year-round training to ensure excellence and compliance. Our services are for clients with an abundant mindset—those who value diligence, integrity, and a trusted advisory relationship.
Partner with us for a tax service that protects, empowers, and guides you toward financial success.
Helping individuals and small businesses
Tax Preparation Services for Individuals and Businesses
Personal Tax Return and Self-Employed (1040)
Business Tax Return (1120, 1120S, 1065)
Base pricing begins at filing status; then adds one based on client’s unique needs and situations:
Summary of Fee Schedule for Individual Returns
Single: $250
Head of Household: $320
Married: $370
Summary of Fee Schedule for Business Returns
$900 – corporate return (1120)
$750 – s corporation (1120S)
$750 – partnership return (1065)
*Base pricing begins at filing status; then adds one based on client’s unique needs and situations
*Filing status is our starting point, any additional forms and schedules may be required based on client’s unique situation and will incur additional fees.
Need bookkeeping or payroll?
Talk to our business partners to find out if you qualify for our most comprehensive business services packages which include bookkeeping, advisory, ongoing support, and corporate tax preparation.

Our Mission
Contributing to clients’ success by accelerating tax deductions, increasing tax credits, reducing tax liability and reducing risk exposure.

Our Values
- Innovation – bringing our client’s an easy way to work with us with the use of technology
- Diligence – we believe in always acting on the best interest of our clients so we always perform due diligence.
- Transparency – this is simply at the core of what we do.

Contact Us
1645 St. Nicholas Ave
New York, NY 10040
Hours
Monday-Friday 9 am – 5pm
Sat 10am – 4pm*
*During tax season, January 15 through April 15.

We are here to serve you and get results…
Why work with us to support your business needs?
Because we discovered what leads to the quality of life that equates to freedom and that is accomplished through:
- Saving taxes through tax optimization.
- Establishing the right structure for your business and your family.
- Planning for type lifestyle, investments and retirement.
- Protecting your business, investments and your legacy.
Schedule a consultation with us to find out where you are and how far we can take you!

At Nexlevel Tax Planning, we believe in the value of relationships.


We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, and financial acumen.
Future
Experts, Partners, Affiliations
Our continual investment of time and resources in professional continuing education, high-level customer experience workflow, and extensive business relationships is indicative of our commitment to excellence.

Gladys Rodriguez
Founder & Tax Advisor

Elizabeth Rodriguez
Tax & Business Associate

Francisco Solano
Affiliate & Advisor







Trusted by 1000s of Happy Clients

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