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Your Trusted Partner for Accounting & Tax Solutions
We are a full-service Certified Public Accounting firm dedicated to delivering personalized tax and accounting solutions to clients in the New York metropolitan area. With over 25 years of specialized experience, we combine technical expertise with a client-first approach to address complex financial needs. Our services span individual and business tax preparation, estate and trust tax returns, payroll management, and strategic accounting support tailored to both large and small enterprises. We prioritize responsiveness, precision, and accessibility, offering flexible scheduling with day and evening hours five days a week. Our commitment to excellence is reflected in our 24/7 client portal access, ensuring seamless document sharing and real-time collaboration. We distinguish ourselves through meticulous attention to detail, proactive tax planning strategies, and a steadfast dedication to minimizing liabilities while maximizing financial growth.

As a trusted advisor, we represent clients during IRS or state audits, providing expert guidance to navigate regulatory challenges confidently. Our long-standing relationships with clients underscore our ability to transform accounting from a routine obligation into a strategic partnership. By staying current with evolving tax laws and leveraging technology-driven solutions, we empower clients to make informed decisions aligned with their unique goals. This philosophy of integrity, innovation, and personalized service has sustained our reputation as a dependable accounting partner since our founding.
Services
Tax Return Preparation Payroll Services Tax Audit Representation Estate and Trust Tax Returns Accounting Services
Highlights and features
  • We offer over 25 years of specialized accounting and tax experience.
  • Our services are personalized to meet individual client needs.
  • We provide 24/7 access to accounting data via secure web portals.
  • Our team offers flexible scheduling with day and evening hours.
  • We represent clients during IRS/state audits with expert guidance.
Associations and certifications
  • CPA
Services
Tax Return Preparation
We prepare individual, business, estate, and trust tax returns while optimizing strategies to minimize liabilities. Our expertise in evolving tax laws ensures compliance and maximizes refunds. Clients receive electronic filing for faster processing and guidance on payroll adjustments to improve cash flow.
Payroll Services
We handle payroll processing, including direct deposit, tax filings, and regulatory compliance. Services include generating payroll registers, remitting taxes, and annual W-2/1099 preparation. Our flexible communication methods ensure seamless integration with client operations and customized reporting.
Tax Audit Representation
We provide expert representation during IRS or state tax audits, ensuring legal compliance and mitigating penalties. Our team assists in gathering documentation, communicating with authorities, and resolving issues efficiently to protect client interests throughout the audit process.
Estate and Trust Tax Returns
We prepare federal and state estate, trust, and gift tax returns while navigating complex administration requirements. Our services include adherence to filing deadlines, distribution rules, and trust document compliance to ensure accurate and legally sound tax reporting.
Accounting Services
We offer monthly or quarterly bookkeeping, including bank reconciliations, financial statements, and sales tax filings. Our strategic planning and ledger maintenance help businesses maintain accurate records, enabling data-driven decisions and operational efficiency.
People
Charles E. Marchese
CPA
Charles E. Marchese has over 25 years of experience in accounting and tax services. He specializes in personalized financial solutions for individuals and businesses, emphasizing strategic planning and compliance. His client-focused approach ensures clarity and confidence in managing complex financial matters.
Questions
What accounting services do you offer?
We provide tax preparation, payroll management, audit representation, estate/trust tax returns, and bookkeeping services tailored to individual and business needs.
How can I access my financial documents?
Clients receive 24/7 access to secure web portals for storing and retrieving accounting data, tax returns, and large QuickBooks files.
Do you handle IRS audit representation?
Yes, we represent clients during IRS and state audits, offering expert guidance to resolve issues while minimizing penalties and ensuring compliance.
Are your services available outside regular hours?
We offer flexible day and evening appointments five days a week and limited Saturday availability from February to April 15th.
How long does tax return processing take?
Due to high volume, returns submitted on or after the deadline may take up to three weeks for preparation.