Daperis CPAFOR BUSINESS OWNERS & INDIVIDUALS WHOSE TAXES STOPPED BEING SIMPLE
Keep More of What You Earn.
Plan for It Before April Decides for You.
Daperis CPA is a Brooklyn-based CPA firm offering strategic tax planning and preparation, clean books, and advisory built around your actual numbers, not generic advice you get once a year.
Tax | Accounting | Advisory
Schedule a Free Strategy SessionNo obligation | No jargon | Just a real conversation, you'll leave with at least one thing to act on
If you only think about taxes once a year,
you're leaving
money on the table
Investors & Solopreneurs
Real estate investors, creatives, doctors, and marketers who own their own business or freelance and are tired of owing more than expected every April.
Growing Businesses & Operators
You've grown past the spreadsheet stage and doing everything yourself. You need real CPA-level strategy, monthly financials you can read, and a partner who actually understands your day-to-day operations.
Professionals & Families
Navigating high-earning W-2s, dual incomes, complex stock options (RSUs), or major life events like selling a home. You want a proactive tax plan to maximize your deductions and protect your family's wealth, not just a once-a-year filing.
You might be a good fit if...
- Your tax preparer only contacts you at tax time - and even then, it feels rushed, impersonal and one-sided
- You've heard about different tax strategies online, but you're unsure if they apply to you or how to properly execute them
- You're spending time googling on how to save on taxes, when you should be spending your time doing other things, not being your own tax strategist
- Every quarter, estimating what you owe feels like a guess
- Your books are always a month or two behind
- Your taxes have gotten more complicated and you want an expert to ensure they're done right
- You're unsure on the correct entity tax structure for your business
- You want a trusted advisor who actually understands your business - and shows up like one - all year long
Nodded at more than one? Your free call is waiting
Traditional, Retrospective Accounting
- You hear from them once a year, at tax time
- Advice without implementation
- Surprise bills and "you owe more than expected"
- Bookkeeper, tax preparer & professionals that never talk to each other
- Generic advice that ignores your personal situation
Proactive Strategic Advisory
- Year-round access for questions
- Monthly financials you can actually read, with insights from an expert
- Tax planning built before the deadline, not scrambled after
- Formation, books, & payroll under one roof — no need to hire multiple advisors
- Data-driven strategy delivered with a human touch.
Three pillars. One integrated practice
From entity setup to year-round strategy — every part of your finances working together.
The Blueprint: Entity Formation
Establish your foundation with the right entity to minimize tax liability and stay compliant from day one.
- Business formation & entity selection (LLC / S-Corp)
- Business licenses & registered agent services
- Start-up structuring & compliance
The Engine: Accounting Services
Monthly books done right, payroll run cleanly through ADP, and reports that show exactly where the problems are.
- Monthly bookkeeping & financial statements
- Payroll setup & processing via ADP
- KPI tracking & cash-flow insights
The Horizon: Tax Strategy & Preparation
Proactive planning built before the deadline. Your returns optimized so you never pay a dollar more than the law requires.
- Strategic tax planning & forecasting
- Federal & state return preparation
- Quarterly estimates & tax-notice support
Transparent Tiers
Year-round relationship
Fees are based on the complexity of each individual or business. Compliant tiers are billed upfront; Proactive & Strategic are recurring monthly investments.
CPA Service Tiers
- Federal & State Tax Return Preparation
- Quarterly Tax Estimates
- Tax Return Review Video
- Secure Online Portal & Document Storage
- Year-Round Access — Questions About Your Filed Return
- Tax Notice Review & Explanation
- Tax Notice Response Drafted & Sent
- Forward-Looking Tax Advice & Planning Questions
- Annual Tax Forecasting / Planning Meeting
- Payroll Setup with ADP
- Bookkeeping & Monthly Financials
- Forms 1099 Filing
- KPI Analysis & Financial Statement Insights
- Federal & State Tax Return Preparation
- Quarterly Tax Estimates
- Tax Return Review Video
- Secure Online Portal & Document Storage
- Year-Round Access — Questions About Your Filed Return
- Tax Notice Review & Explanation
- Tax Notice Response Drafted & Sent
- Forward-Looking Tax Advice & Planning Questions
- Annual Tax Forecasting / Planning Meeting
- Payroll Setup with ADP
- Bookkeeping & Monthly Financials
- Forms 1099 Filing
- KPI Analysis & Financial Statement Insights
- Federal & State Tax Return Preparation
- Quarterly Tax Estimates
- Tax Return Review Video
- Secure Online Portal & Document Storage
- Year-Round Access — Questions About Your Filed Return
- Tax Notice Review & Explanation
- Tax Notice Response Drafted & Sent
- Forward-Looking Tax Advice & Planning Questions
- Annual Tax Forecasting / Planning Meeting
- Payroll Setup with ADP
- Bookkeeping & Monthly Financials
- Forms 1099 Filing
- KPI Analysis & Financial Statement Insights
Operators who finally feel on
top of their numbers.
"Stephen did an amazing job preparing my tax return — extremely thorough and responsive. He helped resolve a withholding tax issue that had been set up incorrectly when I started a new job, and always answered my questions in an easily understandable way. As someone who feels overwhelmed by personal finances, having a CPA like Stephen to support me through tax season and the rest of the year has put my mind at ease."SydneyIndividual Tax Client
"I was looking for someone to help with my tax planning, and Stephen turned out to be the perfect fit. He took the time to walk me through my options and explained the difference between Traditional and Roth 401(k) contributions, then helped me convert my traditional IRA to a Roth IRA. It ended up being a great financial decision, and his advice has set me up to meet my long-term financial goals."HannaTax Planning Client
"Stephen has been instrumental in managing my personal training business's finances. He set up my QuickBooks, showed me how to track income and expenses, and planned my estimated tax payments. He goes above and beyond for my bottom line — he even suggested I set up a business retirement account, which I didn't know was an option. His advice has been fantastic in helping me optimize my operations. Highly recommend!"DanielPersonal Training Business Owner
Hi, I'm Stephen
I’m a New York licensed CPA and native New Yorker. Born and raised in Southern Brooklyn, I know firsthand the realities of everyday life in this evolving city, and I’m dedicated to helping my fellow neighbors realize their goals and succeed.
I've worked in a variety of industries and environments, giving me a unique and diverse background. I have experience in Big 4 public accounting, a fortune 500 bank, local small restaurants and private high-net worth family offices. I offer big-firm precision and insights to every small business I serve.
My passion for entrepreneurship began at a young age. My father used to tell me stories of when he operated a bar and club outside of Athens, Greece. He taught me firsthand that business isn’t just about numbers, it’s about people. He always stressed that relationships were the foundation of any business. This advice feels more relevant than ever for my small business partners. In today’s age of big business and tech, connection and authenticity are what helps smaller-scale operations stand out.
Working for my family’s restaurant Esperanto (East Village), I’ve experienced it all. From early morning prep to late-night closing shifts, POS systems to payroll, and even navigating the complex tax filings… I’ve managed it all. All to say, I understand the day-to-day challenges of operating a restaurant as well as the rewards of running a business in the greatest city in the world.
I don’t consider myself your stereotypical accountant. I’m not some guy in a suit that just hands you a balance sheet. I understand taxes inside and out, in addition to the difficulties small businesses face everyday. I am a true consultant and partner that understands the constant hustle, because I lived it. My strategies are data-driven, but delivered with a human touch. I recognize that a great tax strategy is useless if it’s too complicated to carry out or if it doesn’t align with your long-term financial and business goals.
Finally, unlike most accountants, I offer responsive, personalized services. Schedule a session and let's talk about how I can help.
QUESTIONS WORTH ANSWERING UP FRONT
Short Answers
If yours isn't here, email me directly - I actually read them.
Transparency & Pricing
Tax & Accounting services are billed across three tiers depending on your needs. Compliant tiers are paid upfront when you sign your engagement letter; Proactive and Strategic are recurring monthly investments for those who want a year-round relationship with a CPA, not just a once-a-year filer. Final pricing depends on the complexity of your situation. The best way to get an accurate quote is to fill out the contact form and schedule a consultation.
What's the differences between the various service tiers?
We’ve designed three distinct tiers—Compliant, Proactive, and Strategic—so you only pay for the exact level of support you need. Whether you just need your taxes filed accurately or you want year-round strategic planning, we have you covered.
More importantly, keeping your bookkeeping tax strategy, and tax prep all under one roof prevents the classic headache of having a bookkeeper and a tax preparer who don't talk to each other. Plus, having a unified financial foundation makes things infinitely easier when we need to collaborate with your other trusted professionals, like a financial advisor or attorney. We make sure your entire financial picture works together perfectly.
What kind of clients do you work with?
We work with clients in a variety of industries. This includes, restaurants, real estate investors, solopreneurs, freelancers, bars, cafes, marketing professionals, doctors, and independent creatives.
If you have a business, equity compensation, rental income or multi-state taxation, we're an especially good fit. Maybe you have none of these and don't want the stress of preparing your own taxes. If that's you, schedule a strategy session and let's talk.
What happens on a strategy session?
We'll discuss your current tax situation and see if we're a good fit. It won't cost you a thing, and we'll make sure that you leave with some value regardless.
Do we have to be in New York City to work with Daperis CPA?
Not at all! As a 100% virtual CPA firm, we work with clients nationwide. Our engagements are completely paperless, and we communicate in whatever way works best for you—whether that's video chat, phone, text, or email. Once you sign up, you'll get access to a secure TaxDome portal where you can easily message us and upload documents from any device.
What's the difference between tax compliance and planning?
Think of compliance as looking in the rearview mirror — the accurate, timely preparation of returns based on past events. Planning is looking through the windshield: a strategic, forward-looking analysis designed to legally minimize your tax liability well before filing season. If you want planning, we offer monthly subscription services with year-round support.
Do we have to use QuickBooks Online?
If you need bookkeeping services for your business or sole proprietorship, you'll need a QuickBooks Online subscription. This lets us access your reports and handle your bookkeeping as efficiently as possible.
My books are behind. Is that a problem?
Not at all and it's a common scenario. Cleanup is billed separately from ongoing bookkeeping. You will be given a custom quote based on the condition of your books. Most catch-ups run one to three months of work depending on how far back and how many accounts. Once you're current, we move to monthly bookkeping.
How do you keep my information safe?
We use a secure online portal hosted by TaxDome, accessible via their mobile app or my website. All tax and related documents are uploaded to this portal, which is SOC 2 Type II compliant — a critical security framework for organizations that handle sensitive data.
Your free strategy session is waiting
Bring your numbers, your questions, and your goals.
Let's build a plan around your actual business