Business Details
We have earned a reputation for professional excellence in highquality audit and accounting practice. We specialize in serving the cooperative and condominium industry, where we are recognized as the premier provider in the New York City metropolitan area. We currently provide auditing and accounting services to more than 275 cooperative, condominium and condop entities, including newly constructed and rehabilitated properties. Our partners and professional staff are available to respond promptly to all client inquiries and diversified issues. We pride ourselves on delivering responsive, personalized service that exceeds client expectations. Independence, objectivity and integrity are the foundational standards that guide every engagement we perform.
Our audit process is unique, operating continuously throughout the year to address financial concerns on a timely basis. We participate in the AICPA Peer Review Program and have achieved the highest rating in every review. Our high client retention rate demonstrates the trust and satisfaction our clients place in our expertise. We leverage a seasoned management team and highly trained staff to provide valueadded advisory services and proactive solutions. Our commitment to transparency and nosurprise results ensures clients receive clear, actionable financial insights.
Our audit process is unique, operating continuously throughout the year to address financial concerns on a timely basis. We participate in the AICPA Peer Review Program and have achieved the highest rating in every review. Our high client retention rate demonstrates the trust and satisfaction our clients place in our expertise. We leverage a seasoned management team and highly trained staff to provide valueadded advisory services and proactive solutions. Our commitment to transparency and nosurprise results ensures clients receive clear, actionable financial insights.
Highlights and features
- We have completed audits for over 275 cooperative entities.
- Our peer reviews by AICPA have earned the highest rating.
- We maintain a client retention rate that ranks us leaders.
- Our audit process runs continuously throughout the year.
- We provide independent, objective services with full transparency.
Services
Audits
We perform comprehensive audits for cooperative, condominium and condop entities throughout New York. Our yearround audit process continuously evaluates financial transactions, internal controls, and reserve fund adequacy. Clients receive timely, detailed reports that identify risks, ensure regulatory compliance, and support strategic decisions.
Tax Return Preparation
We prepare accurate corporate tax returns for cooperative and condominium associations throughout the New York metropolitan area. Our team stays current with federal, state, and local tax regulations to minimize liability. Clients benefit from timely filing, thorough documentation, and proactive tax planning advice.
Budgets & Forecasts
We develop operating and capital budgets that align with each entitys longterm objectives. Our forecasting models incorporate cash flow analysis, reserve requirements, and market trends. Clients gain clear financial roadmaps for upcoming fiscal years, enabling effective resource allocation and risk mitigation.
Reserve Fund Evaluation
We assess the adequacy of working capital and reserve funds for each cooperative through comprehensive data review. Our analysis identifies shortfalls, recommends funding strategies, and ensures compliance with governing documents. Clients receive actionable reports that support sustainable financial health and board decisionmaking.
Tax Audit Representation
We represent clients during IRS, New York State, and NYC tax audits. Our experienced partners coordinate documentation, communicate with authorities, and defend positions vigorously. Clients benefit from reduced exposure, timely resolution, and preservation of financial reputation, plus ongoing compliance guidance.
