Tax Planning · Accounting · Bookkeeping · Payroll
Get Ahead of Tax Season
Maximize tax savings. Minimize stress. Year-round strategic planning — not last-minute scrambling in April.
Serving the tri-state area + nationwide · Mon-Fri 9am-6pm ET
Founder
Dr. Beata Ligas
EA · Tax Strategist
Why business owners pick USBA
A tax advisor who actually picks up the phone
Year-round, not just April
We're proactive every quarter — quarterly estimates, mid-year strategy, year-end moves. No April surprises.
One trusted point of contact
You talk to a real person, not a chatbot or an overflow line. Same advisor, every call.
Strategy, not just compliance
Most CPAs file returns. We build a plan that actually lowers what you owe — legally, every year.
What we do
Four services. One trusted team.
Tax Planning
Strategic year-round planning that minimizes your liability — not just last-minute tax prep.
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Business Accounting
Clean books, accurate P&L, and a financial picture you can actually act on.
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Bookkeeping
Monthly bookkeeping that keeps your records audit-ready and decision-ready.
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Payroll
Compliance-safe payroll for W-2 and 1099, with quarterly and year-end filings handled.
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Plans & pricing
Three tiers. Pick the one that fits where you are.
Every plan is month-to-month, no long-term contract. Effective January 1, 2026.
Bronze
Individuals · Freelancers · New small business
Starting at
$560/mo
- ✓Bookkeeping & Recordkeeping
- ✓Corporate Tax Return
- ✓Retirement Planning
- ✓Basic Tax Planning & Strategy
- ✓Individual Income Tax Return
- ✓Itemized Deductions
- ✓Interest & Dividend Income
- ✓Business Profit/Loss
- ✓Capital Gains/Losses
- ✓Supplemental Income/Loss
- ✓Earned Income Credit
- ✓Credit for Elderly/Disabled
- ✓Household Income Credit
Silver
LLCs & growing small businesses
Starting at
$730/mo
- ✓Bookkeeping & Recordkeeping
- ✓Corporate & Partnership Tax Return
- ✓Payroll Processing
- ✓Advanced Tax Planning & Strategy
- ✓Individual Income Tax Return
- ✓Itemized Deductions
- ✓Interest & Dividend Income
- ✓Business Profit/Loss
- ✓Capital Gains/Losses
- ✓Supplemental Income/Loss
- ✓Earned Income Credit
- ✓Tax Projection (Oct/Nov)
- ✓Household Income Credit
- ✓Report of Foreign Bank & Accounts
- ✓2-hour IRS Representation
Gold
Established & scaling businesses
Starting at
$1,150/mo
- ✓Everything in Silver
- ✓Full Holistic Financial Planning
- ✓Monthly Financial Review w/ Reporting
- ✓Custom 5-Year Financial Model
- ✓Custom KPI Metrics Dashboard
- ✓Consolidated Forecasting & Reporting
- ✓Unlimited Scenario Planning
- ✓Growth Opportunity Identification
- ✓Payroll System Integration for Headcount Planning
- ✓6-hour IRS Representation
Not sure which fits? Book your complimentary consultation and we'll recommend a tier.
Pricing effective January 1, 2026 · Month-to-month, no long-term contract
What clients say
Owners who finally stopped overpaying
Beata found over $40K in deductions our last CPA missed three years running. The first call paid for itself.
Mark T.
E-commerce founder, NJ
For the first time in 12 years of running my practice, I'm not stressed in March. Worth every penny.
Dr. Patel
Medical practice owner, NY
We needed a real strategist, not just someone to file. USBA gave us a plan for the next 5 years.
Jen R.
Construction co. owner, CT
Names changed for client privacy. Specific dollar amounts vary by case.
15+
Years experience
200+
Business clients served
50
States served
$1M+
In client tax savings
Ready to talk?
📞 (201) 240-9816 · Mon-Fri 9am-6pm ET
The team behind your books
Meet the people who actually do the work
Dr. Beata Ligas
Founder, Tax Strategist
David Morgan
Senior Accountant
Eric West
Bookkeeping Lead
Elissa Parker
Client Services
Common questions
Before you book
Ready to get ahead of tax season?
Tell us about your situation. We'll call you back within one business day — no commitment, no sales pitch.