Business Details
50+ Years
experience
Certified Public Accounting Services NY
Established in 1911, our firm has built a legacy of excellence in accounting, tax, and advisory services. We combine deep industry expertise with a team-oriented approach grounded in integrity and personalized service. Our professionals bring decades of experience in tax compliance, audit assurance, and estate planning for diverse clients including corporations, nonprofits, and high-net-worth individuals. We maintain rigorous professional standards through active membership in the American Institute of CPAs and New York State Society of CPAs.Our commitment to continuous learning ensures clients receive forward-thinking solutions aligned with evolving regulations. With multigenerational experience spanning family businesses to foreign entities, we deliver tailored financial strategies that prioritize long-term client success. Our team's technical proficiency is matched by a dedication to responsive communication and transparent advisory partnerships.
Services
Tax Services
Accounting and Advisory
Audit and Assurance
Estate and Trust Services
Management Advisory
Details
- Year established: 1911
Highlights and features
- We offer over 114 years of combined experience in accounting and tax services
- Our team includes CPAs with specialized expertise in foreign entity compliance
- We provide tailored solutions for multigenerational family businesses
- Our professionals maintain active memberships in top accounting associations
- We combine legacy experience with modern financial technology integration
Associations and certifications
- American Institute of Certified Public Accountants
- New York State Society of Certified Public Accountants
Services
Tax Services
We provide comprehensive tax preparation and planning for individuals, corporations, and trusts. Our CPAs specialize in complex tax returns, foreign entity compliance, and estate tax strategies. With expertise in federal and state regulations, we help clients minimize liabilities while maintaining full compliance through year-round advisory services.
Audit and Assurance
Our firm conducts FAR audits, financial statement audits, and compliance reviews for public and private entities. We offer compilation, review, and attestation services with a focus on accuracy and regulatory adherence. Our team works with businesses to strengthen financial controls and improve reporting transparency for stakeholders.
Estate and Trust Services
We manage complete estate administration from probate through asset distribution. Services include fiduciary tax preparation, Surrogate Court accountings, and trust management. Our specialists handle complex estate tax filings and provide ongoing support for executors and trustees to ensure proper administration of decedent estates.
Accounting and Advisory
We deliver full-cycle accounting solutions including bookkeeping, financial reporting, and management advisory. Our services support businesses with QuickBooks integration, payroll processing, and compliance management. We work closely with clients to develop financial strategies that enhance operational efficiency and support long-term growth objectives.
Management Advisory
Our advisory services focus on improving business operations through strategic financial planning. We assist with entity selection, succession planning, and tax-efficient structures. The team provides customized solutions for corporate governance, internal controls, and compliance frameworks tailored to each client's specific industry requirements.
People
Robert J. Coburn
Partner
35+ years of experience in taxation and auditing for diverse clients including nonprofits and foreign entities. Member of AICPA and NYSSCPA. B.S. in Accounting from Long Island University.
James A. Coppola
Partner
30+ years of expertise in corporate taxation and advisory services for high-net-worth individuals. Active AICPA member. B.S. in Accounting from NYU Stern School of Business.
Maureen Kotak
Senior Accountant
30+ years of experience in tax preparation and accounting systems integration. Specializes in QuickBooks support for small businesses. BBA from Adelphi University.
Daniel M. Boland
Senior Accountant
10+ years of experience in complex tax returns and FAR audits. Master's in Accounting from Hofstra University. Focus on private equity and federal contracting compliance.
John B. Carroll
Consultant
35+ years as partner now providing succession planning and estate administration guidance. J.D. from New York Law School with expertise in family business transitions.
Questions
What accounting services do you offer?
We provide full-cycle accounting, tax preparation, audit assurance, and estate planning services for businesses and individuals.
Do you work with international clients?
Yes, we assist foreign entities with U.S. tax compliance and reporting requirements through our specialized international tax team.
How can I schedule a consultation?
Contact us at (516) 282-7070 or through our website to arrange an initial consultation with our accounting professionals.
What industries do you specialize in?
We serve diverse sectors including real estate, private equity, nonprofit organizations, and family-owned businesses with tailored financial solutions.
Are your accountants certified?
All our professionals are Certified Public Accountants (CPAs) with active memberships in the American Institute of CPAs and New York State Society of CPAs.
