About USBA

A tax practice built for business owners.

A plan, not a postmortem. Year-round strategic planning that puts you in front of tax season, not under it.

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Dr. Beata Ligas in her Manhattan office

United Success Business Advisors started with a frustration. After years inside larger accounting firms, our founder Dr. Beata Ligas kept seeing the same pattern: clients would show up in March with a stack of receipts, and we'd dutifully prepare their returns. Then they'd pay a bill that, with even a little bit of planning a few months earlier, could have been thousands of dollars less. Year after year.

We built USBA to do that planning. Not as a one-time consult — as the way we work all year. Our clients hear from us in Q2 about retirement contribution strategy, in Q3 about equipment purchases and quarterly estimates, in Q4 about year-end moves, and in Q1 when we prepare their return. By the time April rolls around, there are no surprises. The number on the return is the number we forecast months ago.

We're a small, senior team by design. Every client works directly with someone who knows their file — not a junior who passes questions up a chain. That means we keep our client roster intentionally tight, take referrals over advertising, and turn away work that isn't a good fit. The owners we serve best are doing $200K to $20M in revenue, have at least one employee or contractor, and are tired of feeling like their accountant is reactive. If that's you, we'd like to meet.

What we stand for

Proactive, not reactive

We don't wait for April. We plan in advance so the tax bill is decided in October, not discovered in April.

Plain English

We explain what's actually happening with your money. No tax-code jargon, no condescension.

Senior team, every file

You don't get passed to a junior. The person you talk to is the person doing the work.

Let's see if we're a fit

Tell us about your situation — we'll call you back within one business day.

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