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ACE ADVISORY MANAGEMENT LLC
ACE ADVISORY MANAGEMENT LLC

ACE ADVISORY MANAGEMENT LLC

Top Pro

Offers remote services
Discounts available
Offers remote services
Discounts available
$250/hour
estimated cost


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Introduction: Atabu Otobo is the founder and chief advisor at ACE ADVISORY MANAGEMENT, a tax advisory and financial planning firm based in New York City, I am an enrolled agent, insurance agent, financial advisor, investment adviser representative and a certified college advisor. I hold several FINRA securities licenses, including the Series 6-7-63 and 65. Also I am a New York State Life, Accident and Health, and Property and Casualty licensed. agent. In addition, on the tax side, I have the EA designation and on the investment side, I have the CFS designation, RFC designation and I am an IRS Certifying Acceptance Agent. The knowledge gained throughout all these years coupled with my several years of field experience has provided me in-depth insight to the complex world of taxes, insurance finance and investment management besides it gives me a unique perspective in analyzing each individual situation and the tax implication of every decision to offer the most optimal solution. At ACE, we know every client is unique and every situation is different, therefore when addressing each situation, we craft a tailored plan that address and resolve the issue of concern. No matter where you are or what stage of wealth cycle (be it accumulation, preservation, or distribution) and regardless of your situation (whether you are single, married, divorced, millennials, retired, recent college grad, stock/ real estate investor, gig worker, professional, business owner or self-employed entrepreneur etc.) my firm has tools, resources, and expertise to assist, advise and implement suitable recommendations. Finally, nothing gives me great pleasure than to assist clients resolve their issues and see/hear/read about the satisfaction. I have been doing just that on this platform for the past seven years. The best part is that I like what I do so much that my clients have expressed this to me verbally and in writing via reviews and even Thumbtack has also noticed that as a result, I have been received THUMBTACK TOP AWARD each year since 2015 and even recently last month for 2021 At ACE ADVISORY MANAGEMENT LLC, we are strategically and uniquely positioned to assist you regardless of your goals/ objectives …. Minimize your tax liability or be tax compliance. Implement tax planning strategies to defer, reduce or payless taxes. Setup a college savings plan Savings for a house down payment, car or vacation Starting or setting up a business and the right entity Setup a retirement plan or evaluate the various retirement vehicles. Determining the right type of insurance to buy How to properly evaluate or reduce risk in your portfolio. Regardless of your financial needs/financial situation, we will work with you and walk you through the best possible path going forward, I have been named and awarded the Thumbtack Top Pro Award every year since 2015 when I joined and that is a powerful testimony to my work quality and commitment toward my clients. Before , we embark on this journey of working together, I suggest, you take a few minutes to read my profile and some of my reviews. I look forward to talking with you soon and working with you
Overview

Current Top Pro

Hired 344 times

17 similar jobs done near you

Background checked

License verified

1 employee

14 years in business

Payment methods

Apple Pay, Cash, Check, Credit card, Google Pay, PayPal, Square cash app, Stripe, Venmo, Zelle

Social media

Facebook

Currently a top pro

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

Jul - Dec

Jan - Jun

Jul - Dec

All year

Jan - Jun

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Wear gloves during the job

Disinfect surfaces touched during the job

Photos and Videos

19 photos and 1 video

Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Excellent 4.9

125 reviews

5
92%
4
6%
3
1%
2
0%
1
1%

Read reviews that mention:


Sarah E.

Accounting

I can not say enough about how great it has been working with Ace Advisory, not only on our taxes but also on our quest to acquire a Home Mortgage Loan (which requires constant prompt responses from one's accountant). I am convinced that without the support of Ace Advisory's instant responses to our Mortgage Bank's requests, we would not have had such amazing success!! Atabu Otobo's vast knowledge of Tax Regulations, Financial Advice and also his innate understanding of our needs has been priceless. We are so thankful that we found Ace Advisory and look forward to working with them long-term as we build for our future!
Nov 11, 2020
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Verified
Carrie K.

Accounting

Our charitable organization was desperately behind with filing our tax returns and we had a difficult time getting quotes for service by an accountant. Apparently Non-Profit tax returns are not especially valuable business in the accounting world. ACE did reply and was chosen based reviews, location and professionalism. We are so happy and look forward to a long standing relationship with ACE Advisory Mangement. Thank you!
ACE ADVISORY MANAGEMENT LLC's reply
Thank you, Carrie for your great review I look forward to working next year and toward a long relationship
Sep 21, 2020
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Verified
Michel L.

Ace Advisory is a stellar company as it pertains to accounting services. I have been working with them for over a year and that was one of the best business decisions that I have made. I highly recommend this company.
Mar 8, 2021
John c.

Business Tax Preparation

Very professional and always on time. Fair value and no hidden charges. Very helpful in closing a PC, knew all the necessary procedures. Excellent choice for tax accountant. John f crow md
Oct 24, 2019
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Verified
Ahmet G.

Accounting

The level of professionalism from ACE management is truly unmatched and I can’t thank enough for keeping me on track financially all year long!
Mar 11, 2021
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Verified
Credentials
License

License Type: Broker (NY)

License

License Type: Investment Adviser Representative (NY)

Background Check

Atabu Otobo

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    I have a flat price for a basic federal and state return. There is an additional fee if you have multiple state returns and/or need to file a Schedule C D, E or K1. Some customers qualify for the standard flat rate. Business entities such as LLC, C , SCorp and partnership have their own fee structures. There is a $20 referral fee discount/ gift card

  • What is your typical process for working with a new customer?

    If a client is locally based, I always welcome the opportunity to meet in person and establish a personal relationship from the very start. Otherwise, I am happy to work with a client on a virtual basis, communicating via email, text and phone( FaceTime, Skype), if available. To facilitate the sharing of your sensitive tax and financial documents, I will send you a link for an encrypted Encyro secured portal where you can upload your documents as they become available. After I have had a chance to review them, I will come back to you with follow up questions. For tax clients, when the final returns are ready for your review, I send them to you. After you are satisfied and have signed the electronic filing authorizations, I will go ahead and e-file your returns. For financial planning/retirement planning clients, I will prepare a detailed analysis laying out your options and my suggested recommendations, followed by a phone call to walk through the analysis. I typically remain available for the following three months to answer any follow up questions you may have.

  • What education and/or training do you have that relates to your work?

    Like other profession to stay ahead of current trends and regulations, I am required to take CE classes yearly to stay informed of new tax regulation. I believe learning and education is an going process; hence i am always taking classes to stay abreast in my various field. Previously, I took a tax course at H&RBlock, Baruch College, Cambridge Business Institute and online tax course. I have my Enrolled Agent designation

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