Business Details
42 Years
experience
Your Trusted Accounting Partner in Suffern, NY
Berard & Associates has been serving clients across New York for over 35 years, offering comprehensive accounting, tax, and financial services. Our team of certified professionals specializes in serving individuals, businesses, non-profits, and government entities, combining technical expertise with personalized attention. We prioritize close client relationships, leveraging decades of collective experience to deliver tailored solutions. Our services span tax preparation, payroll management, succession planning, and audit support, ensuring clients receive strategic guidance aligned with evolving financial standards.Committed to community engagement, our staff actively participates in local organizations while maintaining memberships in leading professional accounting associations. We emphasize transparency, accuracy, and proactive communication to build long-term trust with every client we serve.
Services
Tax Preparation
Tax Planning
Payroll Services
Succession Planning
Financial Audits
New Business Formation
Nonprofit Accounting
Government Audits
Employee Benefit Plans
Controller Services
Details
- Year established: 1984
Highlights and features
- We offer over 35 years of experience in accounting and tax services for diverse clients.
- Our team includes CPAs with expertise in nonprofit, government, and business accounting.
- We provide personalized consultations included in all service packages.
- Our payroll solutions offer three customizable processing options for small businesses.
- We specialize in complex tax scenarios including succession planning for family businesses.
Services
Tax Preparation
Our tax preparation service ensures accurate and compliant filings for individuals, businesses, and nonprofit organizations. We analyze all eligible deductions to maximize refunds while maintaining strict adherence to federal guidelines. With specialized knowledge of complex nonprofit tax requirements, we streamline documentation to help clients focus on their core missions.
Payroll Services
We offer three customizable payroll solutions including comprehensive processing, after-the-fact reporting, and online management tools. Our services handle tax filings, direct deposits, and regulatory reports while reducing administrative burdens. Clients receive user-friendly reports and compliance support tailored to their business size and needs.
Succession Planning
Specializing in family business transitions, we develop succession plans addressing ownership transfer, tax minimization, and management continuity. Our approach balances emotional considerations with financial strategy to preserve business legacy. We provide valuation analysis and retirement projections to ensure smooth generational transitions.
Financial Audits
We conduct comprehensive audits and reviews for nonprofit organizations and government entities following uniform guidance standards. Our team specializes in single audits, cost reports, and employee benefit plan examinations. Services include financial statement preparation and compliance verification to meet regulatory requirements.
Small Business Accounting
Our monthly or quarterly accounting packages include bank reconciliation, income statements, and balance sheet preparation. Clients receive customized financial reporting with included consultations to interpret results. We provide foundational accounting support while offering add-on services like tax planning and sales tax management.
People
Donalee Berard
Senior Partner
Licensed CPA with 35+ years of experience serving individuals and businesses. Active Suffern Rotary Club member and nonprofit advisor. Specializes in cross-state accounting compliance for NY, NJ, and PA clients.
George Morfogen
Partner
CPA with expertise in data analytics and nonprofit audits. Former KPMG auditor and Fordham University graduate. Manages implementation of advanced accounting systems for audit and bookkeeping clients.
Joann Arendes
Director
30-year audit specialist with experience at Deloitte and NYC Comptroller's Office. Focuses on nonprofit and government audits, including pension plans and uniform guidance compliance.
Kevin Cramsie
Director
Enrolled Agent with IRS and outsourced accounting expert. Manages payroll and controller services for small businesses. Holds leadership roles in trail maintenance and sports advocacy.
Michael Rockefeller
CPA
Auditing specialist with 30+ years of experience in employee benefit funds and construction industry accounting. Provides tax preparation and audit services for diverse corporate clients.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, tax planning, and financial reporting tailored to small businesses. Our services include monthly bank reconciliation and customized financial statements.
Do you specialize in nonprofit organization accounting?
Yes, we offer audit services, tax preparation, and compliance guidance specifically for nonprofit organizations, including single audits and cost report preparation.
How can you help with family business succession planning?
We develop comprehensive succession plans addressing ownership transfer, tax minimization, and management continuity while considering family dynamics and long-term business sustainability.
What payroll processing options are available?
We offer three options: comprehensive payroll services, after-the-fact reporting, and online payroll management with direct deposit and regulatory compliance support.
Do you provide government audit services?
Yes, we conduct audits for government entities following uniform guidance standards, including employee benefit plan examinations and compliance verification.
How do you handle tax preparation for complex situations?
Our CPAs specialize in complex tax scenarios including succession planning, nonprofit compliance, and cross-state filings with expertise in minimizing tax liabilities.
