About Us

Alphakey Advisory is a boutique New York CPA firm specializing in complex tax and accounting solutions for  closely-held businesses, private equity, mergers and acquisitions, and international tax matters. We also provide private client services, addressing high-net-worth clients’ needs in tax, estate, and financial planning.

What We Are Known For

At Alphakey Advisory, we build lasting, partner-led relationships with high-net-worth individuals, offering tailored support for their personal, financial, business, and philanthropic priorities. Known for our proactive approach, we identify opportunities and solutions that align with clients’ goals, providing both strategic insight and practical advice. Our dedication to technical expertise, and lifelong learning reflects the entrepreneurial mindset we share with our clients. Above all, we are deeply invested in the well-being of our clients, communities, families, and team.

Advance Tax Planning & Compliance

Developing customized strategies that optimize tax efficiency, reduce liability, and adapt to evolving tax laws. Our team stays at the forefront of regulatory changes, ensuring your tax plan aligns with both current and future goals.

Wealth Preservation & Estate Planning

Estate planning solutions to minimize estate taxes, facilitate smooth wealth transfers, and support philanthropic goals, ensuring your legacy remains intact.

Business Advisory Services & More

We offer a range of services from succession planning to corporate structuring and growth strategy development, designed to maximize business value and align with personal financial goals.