Helping individuals and small businesses
lead the way into financial transparency and accountability.
Most Popular
Services
Personal Financial
We can not emphasize enough the importance of a good financial health! We have created memberships specifically for you in mind so we can be vigilant of your finances not just doing your taxes, and this way you can make smarter decisions when it comes to your financial goals.
Business Accounting
As a business owner, it is essential that you have an accounting system in place right from the beginning. Not only it prepares you to take advantage of business opportunities that may arise but it will help you make informed decisions about taking your business to the next level.
Tax Preparation
A well prepared tax return is a pretty good reflection of your financial rapport. Whether you are an individual or business owner, we make sure that you take advantage of all tax savings strategies.
Payroll
We don’t just run your payroll, we file them with the right government agencies every time you run payroll. Other providers charge for this — with us, it’s included.
About Nexlevel Tax Planning
At Nexlevel Tax Planning, we believe in the value of relationships. We view every client relationship like a partnership and truly believe that our success is a result of your success. 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.
We provide a variety of services including Income Tax Preparation for all types of businesses and individuals, IRS and State Audit Representation, Payroll Reporting, QuickBooks® setup, support and training, Business startup services, Monthly bookkeeping, Financial statements – making sure your financial records are timely and accurate.
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.
We provide a variety of services including Income Tax Preparation for all types of businesses and individuals, IRS and State Audit Representation, Payroll Reporting, QuickBooks® setup, support and training, Business startup services, Monthly bookkeeping, Financial statements – making sure your financial records are timely and accurate.
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.
Our Team and Partners
Gladys Rodriguez
Founder & Sr. Tax Partner
Francisco Solano
Affiliate & Advisor
Payroll & Accounting Affiliate
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… let’s chat!
Office Hours
Tax Season Special Schedule (1/16/24 – 4/15/24)
Monday – Friday 9:30AM – 5:30PM
Saturdays 10:00AM – 4:00PM
Monday – Friday 9:30AM – 5:30PM
Saturdays 10:00AM – 4:00PM
Locations & Contact Information
NY Office
1645 St. Nicholas Ave
New York, NY 10040
Tel. (212)-740-6100
NJ Office
58 Union Ave
Rutherford, NJ 07070
Tel. (347)-352-1208
1645 St. Nicholas Ave
New York, NY 10040
Tel. (212)-740-6100
NJ Office
58 Union Ave
Rutherford, NJ 07070
Tel. (347)-352-1208
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
Complete this form with your questions and someone from our team will contact you as soon as possible.
+1 (201) 604 1349 NJ
+1 (212) 740 6100 NY
+1 (212) 740 6100 NY
58 Union Ave, Rutherford, NJ 07070
1645 St. Nicholas Ave New York, NY 10040
1645 St. Nicholas Ave New York, NY 10040