Accounting · Taxation · Advisory
Tax, accounting, fractional CFO, and AI advisory for small and midsize businesses. Closer than your last firm could ever be.
Five-star reviews on Google →Illustrative exchanges, not actual client messages. The response times shown are the standard we run on.
The Firm.
Bakman Yusupov & Co. is a CPA firm that leads with tax and advisory. Technology and forward thinking are in the firm’s DNA. Not adopted, not bolted on, wired in from the first day. We work with small and midsize businesses that need strategy, tax work, AI guidance, and operational clarity from the same team. For clients whose business is ready for embedded partnership, we go deeper as fractional CFO. And because a team you cannot reach is not a team, we designed the practice around availability that no firm our size typically offers.
Live · Notes What we are watching, as it happens.
All notes → Follow on X →July 2, 2026
Small businesses: July 6, 2026 is the key deadline to claim retroactive full deductions for domestic research and experimental expenses from 2022 through 2024. If you capitalized R&D under the old Section 174 rules and average under $31M in gross receipts, the amended-return window closes in days, not months.
July 1, 2026
The SALT cap quadrupled to $40,400 for 2026, but above roughly $505,000 of MAGI it phases right back down to $10,000. The people with the most state tax to deduct got a cap increase that evaporates before it reaches them. We wrote up what that does to PTET math: the new SALT cap has a trapdoor at $500K.
Notes are point-in-time observations, not advice; rules and deadlines change.
Eight named engagements → Seven industry verticals → One standard.
Tax and accounting are being rebuilt around AI, automation, and direct client communication. Most firms are slow to adapt. We built ours around the change, not against it. We invest hours every week in the tools, workflows, and tax-technical depth that actually move client outcomes. We bring that work to your engagement quietly. You get the result. You do not have to manage the technology.
Most firms are still working the way they did ten years ago. We built ours for the next ten.
If your business is changing, growing, restructuring, expanding into new states, integrating new systems, your tax and financial work should be done by a firm that is changing with it.
Infographic 01 — Proactive vs. Reactive
The difference isn’t the form. It’s when the thinking happens — and who it happens with.
“Send over your documents in March. We’ll get back to you when it’s ready.”
“Let’s get in front of Q4. Here’s what the PTET election changes, and what to do before year-end.”
The one-page version of how we work. Learn more about tax strategy →
Tax is the largest bill of your working life, and optimizing it has no finish line. Am I doing enough is a question with no natural end. Hand it to us and it becomes ours: we track the deadlines, watch the law change, and rerun the math when your numbers move. Software files. It does not take a problem off your mind.
You will make the S-corp call once. We sit across from it every month, across a few hundred businesses in this city. The advice that matters is specific: not consider an S-corp, but at your margin, with your payroll, wait a year. That reference set does not come off a shelf.
The longer answer: if AI filed your return perfectly, would you still need us? →
Most engagements begin in one of three places. The full practice runs deeper than these three, but this is where the relationships start. Tax work where most relationships begin. Advisory for the complexity that follows. Fractional CFO when the business is ready for embedded partnership. AI advisory runs across all of them.
01
Strategy before compliance. Entity structuring. Partnership and S-corp depth. NY tax work at genuine specialty level.
02
Embedded partnership when the business is ready. Financial architecture, not just financial statements.
03
Technology as leverage for the client. Custom automations, real-time insights, workflow tools.
The full practice runs to eight engagement types. Explore the rest on the services page. See all engagement types →
One phone call, line by line, uncovered
7000
“Ronald spent over an hour on the phone with me going line by line over my taxes, and uncovered a software error that would have cost me over $7,000 in taxes owed.”
David Lee · Google review
One client’s outcome, in his own words. A result in one engagement does not predict another; savings depend on individual facts.
Our work runs from individuals navigating a simple tax year to multi-entity businesses managing complex strategy across states. Every situation benefits from thoughtful advice. Some situations benefit more than others.
01
Employees, professionals, equity-comp earners, high-income W-2 filers, side-business owners, and individuals with any complexity in their tax picture. Even straightforward returns often have unexplored planning opportunities.
02
Solo operators, small partnerships, S-corps, and LLCs. The clients who want their financial function done with care, not as one of three hundred accounts on a junior's desk.
03
Multi-entity structures, partnership allocations, multi-state operations, and businesses ready for embedded fractional CFO support. The engagements where strategy genuinely moves outcomes.
Industry depth
“The engagement adapts. The standard does not.”
We start by understanding the business. Structure, people, numbers, and the questions you are not yet asking. This happens before any engagement starts.
We design what the financial and tax function should look like, not what it inherited. Some businesses need a light retouch. Some need restructuring. We are honest about which is which.
Some relationships are full-embedded fractional CFO. Some are year-round advisory with scheduled touchpoints. Some are annual tax with strategic planning and availability. The depth of the engagement fits the depth of the need, not the other way around.
If your situation is unusual, that is usually good news for the engagement. Multi-entity structures, unusual tax positions, cross-state complications, partner buy-ins, unusual revenue recognition: these are the kinds of problems we actively want. We find the boring work boring too.
Same-day responses as the default. Never more than 48 hours. The clients who need us most have us most.
Firms trying to scale on cheapness, partners who cannot think creatively, practitioners who treat every engagement as a variation of the last one. That pattern is what we left. If that is what you are looking for, we are not your firm.
The Stack We run the tools, so you do not have to.
Where clients meet us
What we set up and integrate
Product names belong to their owners. We advise on and configure these platforms; payroll processing itself stays inside them.
★★★★★
“Ronald spent over an hour on the phone with me going line by line over my taxes, and uncovered a software error that would have cost me over $7,000 in taxes owed.”
★★★★★
“Best accountant I have ever worked with. Knowledgeable, always available, detail oriented.”
★★★★★
“From meticulous bookkeeping to strategic tax planning, they have consistently delivered results that have positively impacted our bottom line.”
Reference calls available on request. Ask us when we meet.
Quotes are from public Google reviews. Client experiences reflect their specific facts and engagements; individual results vary.
Our clients reach us the way they reach their closest collaborators. A text, a Microsoft Teams message, a phone call, a quick Loom. Not a ticket. Not an email that sits for five business days. We answer when you ask, because the cadence of your business does not wait for ours.
Many of our clients talk to us more often than they talk to some of their family. That is not an accident. A fractional CFO you cannot reach is not a CFO. We designed our practice around the opposite premise: that the clients who need us most should have us most. Daily updates during active work. Same-day responses as the default. Never more than 48 hours. The relationship your last accountant never had the infrastructure to offer.
Text, call, or Teams
The channels your business already runs on. We meet you there.
Same-day default. 48-hour maximum.
The commitment, not just the aspiration.
Daily updates when it matters
During active engagements, we do not disappear between deliverables.
“Best accountant I have ever worked with. Knowledgeable, always available, detail oriented.”
Infographic 02 — Client Communication & Availability
“A fractional CFO you cannot reach is not a CFO. We designed the practice around the opposite premise.”
— The firm’s operating premise
Whether you need a single return filed, a deeper advisory relationship, or you are not sure what level of support makes sense, start with a conversation. Thirty minutes. Free. No pressure, no commitment, no pitch. If we are not the right fit, we will tell you and point you toward who is.
In their words →