Business Details
19 Years
experience
Your Trusted Partner for Accounting & Tax Solutions in East Northport, NY
Joseph L Mendelsohn CPA has been dedicated to creating tailored accounting solutions and tax strategies for small businesses since 2007. Our founder, Joseph L. Mendelsohn, brings over three decades of experience from roles in small, mid-sized, and Big Eight CPA firms, offering deep expertise in individual and business tax planning, financial reporting, and strategic advisory services. We specialize in serving law firms, real estate businesses, and other small enterprises, providing outsourced accounting, bookkeeping, CFO services, and QuickBooks support.Our team prioritizes personalized service, staying ahead of regulatory changes to protect client interests while delivering actionable insights for growth. With a focus on transparency and integrity, we partner with clients to optimize financial health, streamline operations, and maximize profitability through customized solutions.
Services
Small Business Accounting
Tax Planning
QuickBooks Support
Outsourced CFO Services
Business Incorporation
IRS Problem Resolution
Financial Consulting
Bookkeeping Services
New Business Advisory
Details
- Year established: 2007
Highlights and features
- We offer 35+ years of experience in small business tax and accounting services.
- Our team provides personalized financial strategies tailored to your industry needs.
- We specialize in outsourced CFO services to improve business profitability.
- Our local East Northport expertise ensures compliance with state and federal regulations.
- We prioritize transparency with no hidden fees or unexpected costs.
Services
Small Business Accounting
Our small business accounting services provide accurate financial reporting, cash flow management, and expense tracking tailored to your industry. We help businesses streamline operations while ensuring compliance with tax regulations. Our team delivers monthly closings, balance sheets, and financial statements to support informed decision-making.
Tax Planning
We develop customized tax planning strategies to minimize liabilities for individuals and businesses. Our services include federal and state tax preparation, gift and estate tax planning, and IRS problem resolution. We stay updated on regulatory changes to ensure compliance while maximizing savings.
Outsourced CFO Services
Our outsourced CFO services offer strategic financial guidance for business growth. We provide cash flow analysis, merger and acquisition support, risk management, and profitability optimization. This service helps businesses access expert financial leadership without full-time employment costs.
QuickBooks Support
We offer QuickBooks setup, training, and ongoing support to ensure efficient financial management. Our team helps businesses select the right software version, implement proper configurations, and maintain accurate records. This service improves financial visibility and reporting accuracy.
New Business Advisory
Our new business advisory service guides entrepreneurs through entity selection, business plan development, and tax strategy implementation. We help startups establish accounting systems and internal controls to ensure long-term success. This includes financing assistance and operational planning.
People
Joseph L. Mendelsohn
CPA
Joseph L. Mendelsohn, CPA, has over 35 years of experience in accounting and tax services. He graduated from SUNY Geneseo in 1982 and worked at Coopers & Lybrand LLP before founding his firm in 2007. He specializes in tax strategies for small businesses and high-net-worth individuals.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, payroll processing, and outsourced accounting tailored to small businesses across industries.
How can your firm help reduce my tax liability?
We create customized tax strategies focusing on deductions, credits, and entity structures to legally minimize your tax burden.
Do you offer QuickBooks setup and support?
Yes, we help select, configure, and train clients on QuickBooks while providing ongoing support for accurate financial management.
What industries do you specialize in?
We specialize in serving law firms, real estate businesses, and small enterprises requiring tailored financial solutions.
Can you assist with new business formation?
Yes, we guide clients through entity selection, tax planning, and accounting system setup for new business ventures.
How do you handle IRS tax problems?
We represent clients in IRS negotiations, offer installment agreement assistance, and resolve tax lien or levy issues.
