Noy Tax

What Noy Tax does

Noy Tax is a privately held, founder-led boutique tax, bookkeeping, and fractional HR&CFO firm headquartered in New York City (Chelsea), with secondary market presence in Chicago and virtual appointment availability. Founded and led by Gina Noy, a CPA with 20+ years of experience spanning Big 4 accounting, a large private equity firm (tax work for billion-dollar funds), and a multinational public company, the firm serves individuals with complex tax situations (RSUs, ISOs, multi-state, foreign income) and small-to-medium businesses requiring integrated back-office support. The firm is supported by a small team — three named professionals including QuickBooks Pro and Xero certified bookkeeping specialists — and operates as a bootstrapped, independent practice with no disclosed institutional funding or M&A activity.

The firm delivers its services through three core product lines: Tax Services (one-time preparation and planning, priced $385-$975+), Bookkeeping (six monthly subscription tiers from $300 to $775), and Business Services (three bundled tiers — Silver, Gold, Platinum — with included QuickBooks Online subscription, bookkeeping, payroll coordination, and bill pay). Add-on offerings include hourly Bookkeeping Coaching and a Fractional HR&CFO advisory product covering cash flow forecasting, corporate structure, and operations analytics. The technology stack is built on standard third-party platforms — QuickBooks Online, Xero, Gusto Payroll, Slack, Zoom, Dropbox, and Skype — with no proprietary software, mobile app, or API.

The revenue model mixes one-time tax prep fees with recurring monthly bookkeeping and business-tier subscriptions, plus hourly coaching. Go-to-market is sales-led and referral-driven through the firm's website (noytax.com), published pricing, and a robust testimonial wall; customer acquisition is supported by name-selected SMB clients such as Kite Hill PR, SureDone, and Bat Haus Coworking. The firm appears to serve a concentrated NYC-area client base with extension into Chicago via virtual delivery, and shows no evidence of aggressive geographic expansion, fundraising, or product diversification beyond the existing fractional advisory add-on.

Name

Noy Tax

Legal name

Noy Tax

Website

https://noytax.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

Noy Tax is a NYC-based boutique CPA firm offering tax preparation, monthly bookkeeping, and fractional HR&CFO services to individuals with complex tax situations and small-to-medium businesses, with delivery extending to Chicago via virtual appointments.

Ownership category

akta.pro rank

Product category

Tax and Accounting Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Tax Preparation Services (541213), Offices of Certified Public Accountants (541211), Payroll Services (541214)

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

akta.pro secondary industries

Payroll Tax Filing, Compliance & Regulatory Reporting (BPAAAHAB), Payroll & Employment Tax Services (BPAHABAD), Tax Return Filing, Processing & Assessment (BPAIADAC)

Keywords

• Tax preparation services
• Bookkeeping services
• Small business accounting
• Fractional CFO services
• Payroll management services

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Tax Preparation Services: One-time tax preparation fees for individuals and businesses. Pricing varies by entity type and complexity (Single, MFJ, Sole Proprietor, LLC, Foreign Reporting). Additional fees for extra states and required filings.
2. Monthly Bookkeeping Packages: Recurring monthly subscription packages (Starter through Premium) offering varying levels of service including reconciliation, payroll management, bill pay, invoicing, and financial statements. Coaching services available at hourly rates.
3. Business Accounting Tiers: Silver, Gold, and Platinum tiers bundling tax preparation, accounting, payroll, and communication services with increasing service depth. Contact-based pricing.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Noy Tax provides tax preparation and planning, monthly bookkeeping, payroll and benefits administration, and fractional HR&CFO advisory to individuals and small-to-medium businesses. The firm bundles tax, accounting, payroll, bill pay, invoicing, and cash-flow forecasting into tiered monthly packages (Bookkeeping Starter through Premium at $300-$775/month; Business Silver/Gold/Platinum). It serves individual clients with complex tax situations (RSUs, ISOs, foreign income, multi-state) and businesses across entity types (partnerships, S-Corps, LLC/LLPs, corporations, Not-For-Profits) in the NYC and Chicago metros.

Product overview

Noy Tax offers a unified suite of tax, bookkeeping, and financial advisory services for individuals and businesses. The core offering consists of Tax Services (individual and business tax preparation), Bookkeeping Services (six-tier monthly packages from $300-$775), and Business Services (three-tier comprehensive solutions). Add-on services include Bookkeeping Coaching (hourly training) and Fractional HR&CFO for strategic financial leadership. All business tier services include QuickBooks Online subscription, with payroll coordination through Gusto. The services integrate with QuickBooks and Xero accounting platforms and provide monthly financial statements, payroll management, and proactive compliance monitoring.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services Tax preparation and planning services for individuals and businesses, including partnerships, corporations, S-Corps, LLC/LLPs, and Not-For-Profits. Covers complex situations such as RSUs, ISOs, flow-through investments, real estate, multi-state issues, and foreign income. Includes extension filing, estimated tax payment preparation, planning, and analysis.
• Bookkeeping Services Comprehensive monthly bookkeeping services including monthly financial statements, payroll management, workers compensation administration, bill pay, invoicing, accounts receivable monitoring, and accounts payable processing. Offered across six subscription tiers from Starter ($300+/month) to Premium ($775+/month).
• Business Services Complete tax and accounting solution for businesses with three tiers (Silver, Gold, Platinum). Includes business and individual tax preparation, QBI optimization, estimated taxes, strategic planning, S-Corp salary calculation, QuickBooks Online subscription, bookkeeping review, monthly reconciliation, payroll coordination, sales tax reporting, quarterly/monthly financial statements, full bill pay including vendor payments, expense reports, and 1099 issuance. Designed to support corporate structure design, cash flow forecasting, business operations analytics, and financial strategy development.
• Bookkeeping Coaching Personalized coaching services to help businesses set up and manage their accounting operations. Three tiers: Tune Up ($250/hr) for chart of accounts review, transaction categories, and reconciliation review; Set Up ($275/hr) for software setup, chart of accounts creation, and coaching through transactions and reconciliation; Step Up ($300/hr) for full setup with 30-minute follow-up calls for up to 6 months.
• Fractional HR and CFO Services

Quantifiable outcome

• Client Kite Hill PR grew over 70% during engagement and expanded internationally with London office
• +1 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature3 records

Partnerships

Two partnerships are on record, tiered core.

• QuickBookscoreTechnology or IntegrationQuickBooks Online integration as primary accounting platform. Team members are QuickBooks Pro and QBOA certified.
• XerocoreTechnology or IntegrationXero integration as alternative accounting platform. Team members are Xero certified.

Scale indicators1 record

Recent moves6 records

Expansion highlights10 records

Direct peers

• Bench: Subscription bookkeeping service for small businesses combining software with dedicated bookkeepers. Overlaps with Noy Tax's monthly bookkeeping tiers and SMB focus.
• 1-800Accountant: Virtual-first US tax, bookkeeping, and business formation services targeting SMBs and individuals. Closely matches Noy Tax's bundled tax + bookkeeping subscription model with a similar service menu and pricing transparency.
• Pilot: Subscription bookkeeping and accounting for startups and SMBs with add-on CFO and tax services. Directly competitive with Noy Tax's monthly bookkeeping and back-office packages.

Emerging players

• Botkeeper: AI-assisted bookkeeping combining software automation with human accountants for SMBs. Competes with Noy Tax's bookkeeping stack while leveraging technology the boutique firm lacks.
• inDinero: Outsourced bookkeeping, tax, and fractional CFO services for growth-stage SMBs. Closely comparable integrated back-office offering with stronger technology and brand.

Broad incumbents

• H&R Block: National tax preparation retailer with growing small-business tax and bookkeeping services. Broader portfolio but competes for the same NYC individual and SMB tax clients.
• Intuit (QuickBooks Live / TurboTax Live): Direct incumbent in DIY tax and bookkeeping with growing human-assisted tiers (QuickBooks Live, TurboTax Live). Targets the same SMB and individual tax market with scale and technology advantages.

Regional players

• Kaufman Rossin: Florida-based CPA and advisory firm serving SMBs and high-net-worth individuals with tax, accounting, and back-office services. Comparable full-service boutique model operating in a different region.
• Anchin, Block & Anchin: Mid-sized NYC-based CPA firm offering tax, accounting, and advisory to SMBs and high-net-worth individuals. Comparable regional boutique competitor with deeper bench but less individual-tax focus.
• Marks Paneth: NYC-area CPA and advisory firm serving closely-held businesses, individuals, and family offices. Direct regional competitor for Noy Tax's complex-individual and SMB tax book.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/noytax
• LinkedInlinkedin.com/company/smile-tax-services

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Noy Tax