ExperityCPA is a New York, NY tax and accounting provider serving individuals, high-net-worth individuals, small businesses, corporations, nonprofit organizations, and cryptocurrency investors. The firm describes itself as a multi-family office offering senior-level advisory and support for clients with tax, accounting, wealth, and planning needs.

Its stated work includes tax advisory and accounting, individual and business tax preparation, bookkeeping, payroll, sales tax, tax planning, IRS notice and audit help, and support for new business formation. ExperityCPA also identifies estate planning, wealth management, and cryptocurrency-related advisory among its areas of focus.

The source materials describe an integrated planning process that begins with fact-finding around assets, liabilities, income, expenses, investment objectives, goals, retirement timeline, and desired lifestyle. Services are available in person, with remote availability indicated in the profile facts.