Professional Referrals

For attorneys, financial advisors, insurance professionals, and others who work with small business owners and may have clients who need tax, bookkeeping, or IRS help.

Who we work with

MEET GSB TAX works with small business owners, freelancers, and individuals who need tax preparation, tax planning, bookkeeping, or IRS representation. Gurmeet Singh, CPA is based in Flushing, Queens, and serves clients across New York and remotely.

Situations that may be appropriate for a referral include:

Business owners who need a CPA for the first time

Clients who have received IRS or state tax notices

Businesses with disorganized or behind bookkeeping

LLC owners with questions about S-Corp elections

New businesses setting up their financial systems

Clients with multi-state tax situations

Individuals with significant side income or freelance income

How referrals work

01

Contact us with a brief description of the client's situation and your preferred follow-up method.

02

We will respond promptly to confirm whether the situation is a good fit and discuss next steps.

03

With the client's consent, we will keep you informed of the engagement status as appropriate.

04

We do not share confidential client information without explicit consent.

Make a referral

929-586-1345 · [email protected]

Do not submit Social Security numbers, tax returns, banking information, or confidential tax documents through email or this website. Use secure channels for sensitive documents.