Business Details
11 Years
experience
Expert Tax Solutions for Businesses & Individuals
Since 2015, Equilibrium Accounting & Tax has been delivering personalized tax and accounting solutions to individuals and businesses in Cheektowaga, NY, and nationwide. As an Enrolled Agent with over a decade of experience, I combine deep tax code expertise with forensic accounting techniques to resolve complex financial challenges. My unique background as a licensed private investigator enables advanced fraud detection, asset recovery, and internal control consulting that goes beyond traditional accounting services.We specialize in customized tax planning strategies that minimize liabilities while ensuring compliance across diverse industries including real estate, technology, and multi-state operations. Our fractional CFO services provide growing businesses with sophisticated financial guidance without full-time executive costs. Whether addressing tax problems, preparing returns, or implementing audit safeguards, our approach prioritizes precision, transparency, and long-term financial success for every client.
Services
Tax Preparation
Tax Problem Resolution
Forensic Accounting
Fractional CFO Services
Audit Support
Cryptocurrency Tax Planning
Multi-State Filings
Rental Property Accounting
Stock Compensation Management
Military Tax Services
Details
- Year established: 2015
Highlights and features
- We offer 9 years of specialized tax code expertise since 2015
- Our forensic accounting techniques uncover financial irregularities others miss
- We provide fractional CFO services for growing businesses
- Our strategic tax planning minimizes liabilities while ensuring compliance
- We combine accounting with private investigation skills for fraud detection
Associations and certifications
- Enrolled Agent
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, ensuring accurate filings and maximum deductions. Our expertise covers complex scenarios including stock compensation, rental properties, and multi-state filings. With strategic year-round planning, we help clients minimize tax liabilities while maintaining full compliance with federal and state regulations.
Forensic Accounting
Our forensic accounting services combine tax expertise with investigative skills to uncover financial irregularities and prevent fraud. We conduct thorough audits, analyze financial records, and implement internal controls to protect business assets. This specialized service helps clients recover from financial discrepancies while strengthening their accounting systems against future risks.
Tax Problem Resolution
We specialize in resolving complex tax issues including back taxes, audit support, and IRS/State notices. Our approach focuses on achieving compliance while minimizing financial impact through negotiation and strategic payment plans. With expertise in tax code nuances, we advocate for clients to resolve disputes and prevent future compliance challenges.
Fractional CFO Services
Our fractional CFO services deliver executive-level financial expertise without full-time costs. We provide strategic guidance for business growth, cash flow management, and financial reporting tailored to each company's needs. This service is ideal for growing businesses requiring sophisticated financial oversight during critical development phases.
Cryptocurrency Tax Planning
We offer specialized tax planning for cryptocurrency transactions and investments. Our services include tracking complex digital asset trades, calculating capital gains/losses, and ensuring compliance with evolving crypto tax regulations. This niche expertise helps clients navigate the unique challenges of cryptocurrency taxation while optimizing their financial strategies.
People
Steven Plant
Enrolled Agent & Licensed Private Investigator
Steven Plant has provided expert tax and forensic accounting services since 2015. As both an Enrolled Agent and licensed private investigator, he combines deep tax code knowledge with investigative skills to resolve complex financial challenges for businesses and individuals nationwide.
Questions
What makes Equilibrium Accounting different from other tax firms?
Our unique combination of Enrolled Agent credentials and private investigation skills allows us to provide forensic accounting services that uncover financial irregularities others miss.
Do you handle complex tax situations like cryptocurrency investments?
Yes, we specialize in cryptocurrency tax planning and reporting for digital asset transactions and investments.
Can you help with IRS audit support?
We provide comprehensive audit support including representation, documentation preparation, and strategic resolution planning for IRS and state tax audits.
What industries do you serve?
We work with diverse industries including real estate, technology, medical professionals, and multi-state businesses requiring specialized accounting solutions.
Do you offer ongoing tax planning services?
Yes, we provide year-round strategic tax planning to help clients minimize liabilities and optimize financial decisions throughout the year.
