Business Details
Expert Accounting & Tax Services in New York
Martin R. Egre CPA & Associates has provided quality financial guidance to individuals and businesses for over five decades. Our expertise spans tax management, accounting services, audits, financial statements, and retirement planning. We combine deep industry knowledge with a team-oriented approach to deliver personalized attention to every client. Our mission focuses on maintaining financial viability in the present while proactively achieving future goals through open communication and sound analysis. With decades of combined experience, our certified professionals uphold high standards of excellence and professionalism.Our dedication to hard work has earned the respect of the business and financial community. We serve as a trusted partner for clients seeking competent and timely advice. Our team includes Certified Public Accountants and Certified Financial Planners with memberships in prestigious organizations like the AICPA and Financial Planning Association. We remain committed to evolving with industry changes while maintaining the personalized service that defines our practice.
Services
Tax Management
Accounting Services
Audits
Estate Planning
Financial Planning
QuickBooks Help
IRS Representation
Payroll Services
Business Valuation
International Taxation
Highlights and features
- We offer 50+ years of accounting and tax expertise
- Our team includes Certified Public Accountants and Certified Financial Planners
- We provide personalized service with industry-specific knowledge
- We maintain memberships in leading professional organizations
- We combine technical expertise with local market understanding
Associations and certifications
- AICPA
- NYS Society of CPAs
- Financial Planning Association
Services
Tax Management Services
Our tax management services optimize financial opportunities through strategic planning and compliance with evolving tax laws. We minimize liabilities while maximizing cash flow for individuals and businesses. Our team stays current with regulatory changes to ensure accurate filings and proactive tax-saving strategies.
Accounting Services
We provide comprehensive accounting solutions including bookkeeping, financial statement preparation, and system setup. Our services ensure accurate record-keeping and support informed business decisions. We cater to both startups and established enterprises with tailored accounting processes.
Audits & Assurance
Our audit services deliver three assurance levels: audits, reviews, and compilations. We verify financial accuracy for regulatory compliance and business decision-making. Our professionals ensure transparency and reliability in financial reporting for corporate and individual clients.
Estate Planning
We specialize in estate and trust planning to facilitate smooth asset transfer while minimizing tax burdens. Our strategies ensure financial security for loved ones and business succession continuity. We navigate complex tax regulations to implement effective estate solutions.
Financial Planning
Our financial planning services cover retirement strategies, investment management, and long-term wealth preservation. We develop personalized roadmaps for financial independence. Our approach considers tax implications and evolving life circumstances for comprehensive planning.
People
Marty R. Egre
Certified Public Accountant
Marty R. Egre has been a CPA since April 1983 with membership in AICPA and NYS Society of CPAs. He brings extensive accounting expertise and leadership to client engagements.
Garry A. Egre
Certified Public Accountant
Garry A. Egre holds CPA, CFP, and PFS certifications with over 25 years of experience. He specializes in financial planning and tax strategies for individuals and businesses.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statement preparation, and accounting system setup tailored to small business needs.
Do you handle tax planning for international clients?
Yes, we offer international tax services for US companies operating abroad and foreign entities conducting business in the US.
What qualifications do your accountants hold?
Our team includes Certified Public Accountants (CPA), Certified Financial Planners (CFP), and Personal Financial Specialists (PFS).
Can you assist with QuickBooks setup and training?
Yes, we offer QuickBooks installation, configuration, personalized training, and ongoing support for optimal software utilization.
What estate planning services are available?
We provide comprehensive estate planning including wills, trusts, tax minimization strategies, and business succession planning.
