Our motto at ACE is "Plan Ahead" and we strive to help individuals, families, and businesses do just that. It's not just about making money, it's about keeping it too. That's why we're here to guide you through all aspects of financial planning.
My name is Atabu Otobo and I'm the founder, Managing Director, and Chief Tax Strategist at ACE ADVISORY MANAGEMENT LLC. We're a tax advisory and financial planning firm with two offices located in New York City and Houston. We offer a variety of services including tax strategy, financial advising, investment advising, insurance planning, retirement planning, and college planning.
We stay up to date on the latest changes in tax laws, insurance regulations, and financial regulations so you don't have to. Regardless of your goals or needs, we have the expertise and resources to assist you, no matter your business size or location.
ACE has been on the CrackerJack platform for over 8 years and we have excelled at every job we've been hired to do. We've received numerous TOP PRO AWARDS since 2015 and I have even been invited to meet the CrackerJack CEO in NYC.
I hold the Enrolled Agent (EA) DESIGNATION, which is an IRS certified and regulated designation. This allows me to handle various tax matters including tax preparation, planning, and resolution at both the individual and business levels. I also hold insurance licenses for life, accident & health insurance, as well as the property and casualty. With my securities licenses including Series 6, Series 7, Series 63, and 65, I can act as a registered representative and investment advisor.
We offer many services including but not limited to tax planning, tax preparation, insurance services, retirement planning, investment advice, college planning, entity optimization, estate doc preparation, and incorporation. We can assist you whether you are local or overseas. We look forward to speaking with you soon and booking your appointment.
Special tax situations:
Rental property, Stocks or bonds, Disability, Military service, Foreign income
Service location:
Remotely
Service Reviews
4.9
84 reviews
Service as described
4.9
Communication
4.9
Punctuality
4.9
JB
John B.
As an independent contractor, I sought the expertise of Ace Advisory to handle my taxes and payroll. Atabu and his team displayed impressive knowledge, and I highly recommend them to anyone in search of a tax professional who stays current with the latest tax legislation and can provide substantial savings. As someone involved in healthcare, I received exceptional assistance with required filings, payroll, and retirement planning.
April 18, 2023
JM
John M.
Our tax returns for last year were expertly filed by Atabu. He conducted himself with professionalism, was prompt in his communication, and completed the task in a timely manner. Based on our satisfying experience, we intend to enlist Atabu's services in the future for any further tax filings.
April 4, 2023
AB
Amanda B.
Our charity was struggling to catch up on our tax returns and we faced challenges in obtaining quotes from accountants due to the lack of demand for Non-Profit tax returns. However, we received a response from ACE and ultimately chose to work with them based on their positive reviews, location, and professionalism. We are thrilled with their service and are excited to continue our partnership with ACE Advisory Management. Thank you!
December 2, 2022
MS
Michael S.
Working with Ace Advisory has been an absolute pleasure. Their expertise extends far beyond tax management and into the realm of home mortgage loans, where prompt responses from one's accountant are essential. Without Ace Advisory's timely handling of our mortgage bank's requests, we wouldn't have achieved such remarkable success. Atabu Otobo's extensive understanding of tax regulations and financial advising, coupled with his exceptional ability to understand our unique needs, has proven to be priceless. We're grateful to have found Ace Advisory and are excited to continue working with them as we advance towards our long-term goals.
November 22, 2021
BH
Brandon H.
The tax accountant, John F Crow MD, is remarkably professional and punctual. He offers fair pricing with no hidden charges and is extremely helpful in guiding clients through the necessary procedures for closing a PC. Overall, he is an excellent choice for all tax accounting needs.
