Business Details
Expert Accounting & Tax Services in Walden, NY
Founded with a commitment to personalized client service, Lustig M Raymond, CPA PLLC delivers comprehensive accounting, tax, and financial planning solutions. Our CPA-certified professionals combine deep expertise with a client-focused approach, serving individuals and businesses in Walden, NY, and surrounding areas. We prioritize long-term relationships, ensuring tailored strategies that align with each client's unique goals.From tax preparation and audit services to complex estate planning and tax problem resolution, our practice emphasizes accuracy, confidentiality, and proactive financial guidance. With decades of local experience, we provide accessible, cost-effective services designed to minimize liabilities and maximize financial growth. Our mission remains rooted in integrity, responsiveness, and delivering value through every interaction.
Services
Tax Preparation
Accounting Services
Tax Planning
Bookkeeping
Financial Analysis
Audit Services
Tax Problem Resolution
Estate Tax Services
Corporate Tax Services
Sales Tax Compliance
Highlights and features
- Our CPA-certified team delivers expert tax and accounting services with personalized attention.
- We prioritize client confidentiality and trust in all financial interactions.
- Comprehensive solutions span tax planning, audit support, and business consulting.
- Free initial consultations help Walden residents address immediate financial concerns.
- Decades of local experience ensure deep understanding of regional financial landscapes.
Associations and certifications
- CPA
Services
Tax Preparation
Our firm specializes in accurate personal and corporate tax return preparation, leveraging electronic filing to expedite refunds. Seasoned professionals ensure all deductions and credits are maximized while maintaining compliance with evolving tax codes. We serve individuals, partnerships, corporations, and non-profits with meticulous attention to detail.
Tax Planning
We develop customized tax strategies to minimize liabilities through year-round planning. Services include estate tax analysis, business succession planning, and identification of tax-saving opportunities aligned with long-term financial goals. Proactive monitoring ensures adaptability to legislative changes and client circumstances.
Bookkeeping
Comprehensive bookkeeping services maintain precise financial records, including ledger management, accounts payable/receivable tracking, and bank reconciliation. These foundational services support informed business decisions and regulatory compliance, ensuring financial transparency for small to mid-sized enterprises.
Audit Services
We conduct thorough financial audits, reviews, and compilations to meet banking, investor, or regulatory requirements. Our GAAP-compliant reporting provides stakeholders with verified financial insights, enhancing credibility and decision-making confidence for businesses seeking growth or compliance assurance.
Tax Problem Resolution
Specialized support addresses tax disputes, liens, and payment issues through strategic negotiation with the IRS and state authorities. We create feasible payment plans, advocate for penalty abatement, and ensure discreet, efficient resolution of complex tax challenges facing individuals and businesses.
People
M. Raymond Lustig
CPA
M. Raymond Lustig is a certified public accountant with decades of experience serving Walden, NY, residents and businesses. His practice emphasizes personalized financial guidance, combining technical expertise with a commitment to client confidentiality and community service.
Questions
What accounting services do you offer?
We provide bookkeeping, financial analysis, audit services, and GAAP-compliant financial statements for businesses of all sizes.
How can you assist with tax problems?
Our team negotiates IRS offers in compromise, resolves tax liens, and creates payment plans to address back taxes and penalties.
Do you offer free consultations?
Yes, we provide free initial consultations for Walden residents to discuss tax, accounting, or financial planning needs.
What tax services are available for small businesses?
We handle payroll tax filings, sales tax compliance, quarterly reporting, and strategic tax planning tailored to small businesses.
How do I check my tax refund status?
Visit our Tax Center online or contact us directly for assistance tracking your federal or state tax refund.
