Experienced Tax Advisors Helping Individuals and Businesses Make Smarter Financial Decisions
At B-Tax & Advisors, we help individuals, entrepreneurs, and businesses navigate tax compliance, reduce unnecessary tax burdens, and make informed financial decisions. Our team combines technical expertise, personalized service, and practical guidance to help clients achieve long-term financial confidence.
Get to know us
B-Tax & Advisors Inc
B-Tax & Advisors is a professional tax and financial advisory firm headquartered in New York City. For more than 10 years, we have helped individuals, business owners, and growing companies manage their tax obligations with confidence and clarity.
Our approach combines technical tax knowledge with personalized attention, allowing us to deliver practical solutions tailored to each client’s goals and financial situation.
Although our headquarters are located in New York City, our team works with clients throughout the United States. We provide remote tax preparation, tax advisory, and compliance services while maintaining personalized support and responsive communication.
Our extensive experience with California and New York tax regulations allows us to provide additional value for individuals and businesses operating in these highly regulated jurisdictions.
Who We Serve
We provide professional tax services for a wide range of clients across the United States.
Individuals
Tax preparation and advisory services for employees, self-employed professionals, investors, and property owners.
Entrepreneurs
Tax solutions designed to support business growth, compliance, and long-term financial planning.
Small & Medium-Sized Businesses
Specialized tax services for companies across multiple industries and stages of growth.
Multi-State Clients
Support for individuals and businesses operating across multiple jurisdictions throughout the United States.
Meet the Founder
Hernan Barona
Owner
Licensed Enrolled Agent with the Internal Revenue Service
Tax Professional since 2012.
Areas of Focus
- Multi-State Tax Expertise
- Private Equity Tax Advisory
- High Net Worth Individuals
- Proactive Tax Planning
My Approach
I want every client to truly understand their tax position — because clarity today leads to better planning and stronger finances tomorrow.
Experience
My practice also includes successful representation in IRS audits, most notably resolving a local audit with over $1 million in tax, penalty, and interest exposure with no changes to the return. I bring specialized experience in multi-state e-commerce and retail businesses, high net worth individual tax planning, and tax return advisory for private equity clients.
Fernando Barona
Tax Associate
Tax Professional since 2023
Areas of Focus
- Client Relationship Management
- Onboarding & Client Follow-Up
- Tax Preparation & Document Organization
- Client Tax Education
My Approach
I believe a smooth tax process starts long before a return is filed. My focus is making sure every client feels organized, informed, and confident about where they stand — from the first onboarding call through the final filing.
Experience
I work closely with clients throughout the entire tax preparation process, managing onboarding, document collection, and follow-up to keep filings on track and nothing falling through the cracks. With close attention to detail, I help clients organize their financial documents and better understand their tax position, so the process feels clear rather than overwhelming. My work supports B-Tax & Advisors’ broader mission of building long-term, informed relationships with every client we serve.
Work With Experienced Tax Professionals
Get trusted guidance from a team of tax advisors dedicated to helping individuals and businesses achieve compliance, reduce risk, and make smarter financial decisions.