Business Details
Your Trusted Partner for Accounting Solutions
At David Duffy CPA, we are dedicated to delivering precise, reliable, and client-focused accounting solutions. Our firm combines decades of industry experience with a deep understanding of the challenges faced by small- and medium-sized businesses. Our team of certified professionals specializes in accounting, auditing, and tax services, ensuring every client receives tailored guidance to optimize financial health and compliance. We prioritize building long-term relationships by offering transparent communication, innovative methodologies, and personalized support.Our expertise extends to business consulting, estate planning, payroll services, and litigation support, addressing a wide range of financial needs. By integrating advanced technology with traditional accounting principles, we empower clients to make informed decisions and achieve sustainable growth. We are committed to community engagement and professional development, ensuring our team remains at the forefront of industry advancements. Our mission is to be a trusted partner for individuals and businesses seeking practical, results-driven financial solutions.
Services
Bookkeeping
Tax Services
Payroll Services
Estate Planning
Audit Services
Business Consulting
Computer Consulting
Litigation Support
Retirement Plans
Highlights and features
- We have decades of experience in accounting and business consulting.
- Our team understands client needs from a business owner's perspective.
- We offer personalized solutions tailored to specific financial requirements.
- Comprehensive services covering tax planning, payroll, and audit expertise.
- Certified professionals dedicated to ongoing education and innovation.
Associations and certifications
- CPA
Services
Bookkeeping
We provide accurate day-to-day accounting support for businesses without in-house professionals. Our experts manage financial records, ensuring compliance and clear reporting. Ideal for organizations needing reliable transaction tracking and financial oversight.
Tax Services
Offering comprehensive federal, state, and local tax solutions with decades of experience. Our team ensures proper deductions, timely filings, and strategic planning to minimize liabilities. Services cover individual and business tax needs with personalized attention.
Audit Services
Our audit experts evaluate financial systems for accuracy, compliance, and process efficiency. We deliver clear financial statements and review procedures to ensure confidence in your business records. Specialized in meeting regulatory and stakeholder requirements.
Estate Planning
We help clients plan asset distribution through trusts, gifts, and ownership strategies. Our services ensure orderly estate transitions while addressing lifetime financial planning needs. Focused on protecting client legacies and minimizing tax impacts.
Payroll Services
We handle payroll calculations, tax deductions, and regulatory filings for businesses. Our experts ensure compliance with federal and state requirements while maintaining accurate employee payment records. Designed to reduce administrative burdens for growing companies.
People
David Duffy
Managing Member
David Duffy is a certified public accountant with extensive experience in small business operations and financial consulting. He leads a team dedicated to personalized client solutions.
Elaine Joynt
Senior Accountant
Elaine Joynt brings significant expertise in accounting and auditing, providing strategic financial guidance to businesses. Her work focuses on ensuring compliance and operational efficiency for clients.
Ofelia Gonzalez-Soto
Accounting Assistant
Ofelia Gonzalez-Soto supports financial operations with precision in bookkeeping and record-keeping tasks. Her role ensures accurate documentation and client financial clarity.
Questions
What accounting services do you specialize in?
We offer bookkeeping, tax preparation, audit services, payroll processing, and business consulting tailored to individual and organizational needs.
Do you handle both individual and business tax needs?
Yes, our team manages federal, state, and local tax services for individuals, small businesses, and corporations with personalized strategies.
How do you support business mergers and acquisitions?
We provide accounting, tax, and consultation services during transactions to ensure financial clarity and regulatory compliance throughout the process.
What sets your firm apart from other accountants?
Our team combines CPA expertise with small business experience, delivering practical solutions focused on client relationships and long-term financial health.
Can you assist with retirement plan selection for businesses?
Yes, we consult on employer-sponsored retirement plans to help businesses choose options aligned with their operational and employee needs.
How do you ensure accuracy in financial reporting?
We use advanced technology and rigorous review processes to validate data integrity while maintaining compliance with industry standards.
