Business Details
30 Years
experience
Your Trusted Accounting Partner in New York
Since 1996, A M Boutzalis, CPA, PC has provided personalized professional accounting services to the tri-state area, prioritizing client relationships and tailored financial solutions. Our team of dedicated accounting professionals delivers boutique and standard accounting, tax, payroll, and consulting services to individuals and businesses. We focus on understanding each client's unique goals to offer comprehensive, custom-tailored strategies that maximize financial success. With expertise in bookkeeping, business advisory, payroll compliance, tax preparation, and personal financial planning, we combine accessibility with technical proficiency. Our mission centers on delivering expert guidance through proactive analysis and a commitment to service excellence.As a small firm, we maintain a client-first approach, ensuring professional, accurate, and cost-effective solutions. We specialize in navigating complex financial landscapes while maintaining a personal touch that distinguishes our practice. Our services include entity choice consulting, not-for-profit guidance, and employee benefit plan management, supported by electronic payment tools and compliance resources. We emphasize transparency, continuous client education, and adaptive strategies to address evolving financial needs. Our practice remains rooted in the principles of trust, expertise, and dedication established at our founding.
Services
Boutique Accounting Services
Tax Preparation
Payroll Compliance
Business Advisory Services
Personal Financial Planning
Bookkeeping
Entity Choice Consulting
Not-For-Profit Consultation
Employee Benefit Plan Services
Tax Compliance Consulting
Details
- Year established: 1996
Highlights and features
- We have over 25 years of experience in professional accounting services.
- Our team provides personalized financial solutions tailored to individual client needs.
- We offer comprehensive services including tax planning, payroll, and business advisory.
- Our small firm structure ensures direct access to dedicated accounting professionals.
- We maintain a singular focus on service excellence and client satisfaction.
Services
Boutique Accounting Services
Our Boutique Accounting Services provide tailored financial management solutions for individuals and small businesses. We offer bill tracking, personalized banking, budget analysis, and net worth monitoring to maintain financial clarity. This service combines technical expertise with personalized attention to help clients achieve financial organization and growth.
Tax Preparation
We deliver comprehensive tax preparation services for individuals and businesses, ensuring compliance with federal and state regulations. Our team handles income tax returns, estate taxes, and complex tax situations while identifying legitimate deductions. This service includes year-round tax planning support to optimize financial outcomes.
Payroll Compliance
Our Payroll Compliance service manages all aspects of employee compensation reporting. We handle tax payments, W-2 processing, and regulatory filings while maintaining compliance with changing labor laws. This service includes access to electronic payment systems and tax calculators for accurate, timely payroll processing.
Business Advisory Services
We provide strategic business advisory services covering entity formation, benefit plan management, and operational consulting. Our experts help clients choose appropriate business structures, implement retirement plans, and navigate regulatory requirements. This service focuses on improving business efficiency and long-term sustainability.
Personal Financial Planning
Our Personal Financial Planning service offers customized strategies for wealth management and future security. We assist with budgeting, credit analysis, and net worth tracking to create comprehensive financial roadmaps. This service integrates with tax and accounting functions to provide holistic financial guidance.
Questions
What accounting services does A. M. Boutzalis, CPA offer?
We provide boutique and standard accounting services including bookkeeping, payroll compliance, business advisory, tax preparation, and personal financial planning.
Do you serve businesses outside the tri-state area?
Our primary focus is the tri-state area, but we evaluate remote client engagements on a case-by-case basis for select services.
How does your firm differ from larger accounting practices?
As a smaller firm, we offer direct access to senior professionals and personalized service while maintaining the technical expertise of larger firms.
What tax services are available for small businesses?
We offer tax compliance, controversy resolution, entity selection consulting, and strategic tax planning tailored to small business needs.
Can you assist with payroll processing and compliance?
Yes, we provide comprehensive payroll services including tax payments, compliance reporting, and electronic payment system integration.
How can I schedule an initial consultation?
Contact us through our website or phone to arrange a complimentary initial consultation with one of our accounting professionals.
