Schedule Your Confidential Consultation
Tell us about your situation. Neo reviews every inquiry personally and responds within one business day.
Contact Information
Manhattan
14 Penn Plaza, 225 West 34th Street, Floor 9
New York, NY 10122
Bayside, Queens
42-23 Francis Lewis Blvd, Suite M102
Bayside, NY 11361
Hours
Monday–Friday, 8:30 AM – 4:30 PM ET
Virtual and after-hours meetings available by appointment
What Happens Next
- 01
Submit the form
Tell us about your situation in as much or as little detail as you like.
- 02
Neo reviews your inquiry
Every message is read personally by Neo — not screened by staff.
- 03
We schedule a 30-minute call
Within one business day, we respond to set up an introductory conversation at no charge.
Strictly Confidential
All information shared with our office is treated with the strictest confidentiality. We do not share client information with third parties.
Send Us a Message
Before You Book
Is Blue Sage Right for You?
Blue Sage is built for financial complexity — businesses, investments, real estate portfolios, multi-state obligations, equity compensation, and international situations. If your financial life is straightforward and a W-2 is your only income, a tax software will serve you well.
If your situation involves layers — an S-corp, rental properties, stock options, foreign accounts, a trust, or simply a CPA who only calls you in April — that's exactly what we're built for.
We are not the right fit for simple W-2 filers, retirees with straightforward finances, or clients whose primary concern is finding the lowest price. If that describes your situation, a tax software or volume preparer will serve you better.
Schedule Directly
Prefer to pick a time right now? Use the booking calendar below.
Common Questions
What to Expect
Is the initial consultation free?
Yes. The introductory call is complimentary with no obligation. It's an opportunity for both of us to understand your situation and determine whether Blue Sage is the right fit.
How quickly will you respond?
We respond to all inquiries within one business day. Neo personally reviews every message.
What should I have ready for the first call?
Nothing specific is required. A general sense of your situation — income sources, entity structure, current CPA relationship — is enough to have a productive conversation.
Do you work with clients outside of New York?
Yes. Blue Sage serves clients in all 50 states. While our meeting locations are in Manhattan and Bayside, Queens, the vast majority of client work is handled remotely — by phone, video, and secure document portal. Neo is also available to travel to your place of business for in-person meetings.
Does it matter that you're not in my city?
For most clients, no — and it's increasingly the norm. Taxes are filed digitally, documents are exchanged through a secure portal, and calls or video meetings replace in-person appointments. Neo has clients across the country who have never set foot in a Blue Sage office. What matters is responsiveness, expertise, and access to your advisor — not geography.
Why do you charge more than a chain preparer or software?
Because we do fundamentally different work. Tax software files what you give it. We identify what's missing, model scenarios across your full financial picture, and build strategy year-round. For most clients with a business or investment portfolio, the savings from that work exceed our fee in the first year.
What happens after the first call?
If we're a good fit, we'll outline the scope of work and a proposal. Onboarding is straightforward — we handle the transition from your previous CPA.