Business Details
Trusted Accounting & Tax Services in Plainview, NY
We are a licensed Certified Public Accountant Professional Corporation based in New York, dedicated to delivering comprehensive financial solutions. Our expertise spans accounting systems implementation, tax strategy, business consulting, and legal support tailored to small and medium enterprises, law firms, estates, trusts, and nonprofit organizations. With a focus on personalized service, we empower clients across the United States through customized financial guidance and advisory services.Our team specializes in optimizing business performance through actionable financial insights, regulatory compliance, and strategic planning. We maintain rigorous professional standards while prioritizing client education to ensure informed decision-making. Our commitment to excellence is demonstrated through decades of trusted service to diverse clients requiring specialized accounting expertise.
Services
Accounting
Tax Services
Bookkeeping
Business Consulting
Estate Planning
Legal Support
Financial Reporting
New Business Formation
Highlights and features
- We specialize in accounting systems implementation for small businesses
- Our team provides tailored tax planning for law firms and nonprofits
- We offer strategic business consulting with industry-specific expertise
- We combine CPA credentials with personalized client education
- Our services support clients nationwide with New York regulatory compliance
Services
Accounting
We implement customized accounting systems and provide training for business owners and staff. Our services include financial statement interpretation, ratio analysis, and control report development using Excel. We help businesses optimize net income through improved financial management practices while ensuring compliance with regulatory requirements.
Tax Services
Our tax expertise covers individual, corporate, partnership, fiduciary, and nonprofit tax returns. We offer comprehensive tax planning strategies, new business formation guidance, and regulatory compliance assistance. Our team stays current with evolving tax laws to minimize liabilities while maintaining full compliance for clients across multiple entity types.
Bookkeeping
We provide complete bookkeeping solutions including bank reconciliations, trial balances, general ledger maintenance, and financial reporting. Our services support businesses with monthly, quarterly, and annual accounting cycles. We maintain accurate financial records that serve as foundation for strategic decision-making and regulatory filings.
Business Consulting
Our consulting services focus on business formation planning, operational optimization, and financial strategy development. We assist clients with new business setup, regulatory requirements, and growth planning. Our advisory approach combines technical accounting expertise with practical business insights to enhance organizational performance and sustainability.
Estate Planning
We provide specialized estate planning services that integrate with overall financial strategies. Our expertise includes trust management, inheritance planning, and tax-efficient wealth transfer solutions. We work with clients to develop comprehensive estate plans that align with their personal and financial objectives while ensuring compliance with relevant tax regulations.
People
Brian L. Friedman
Certified Public Accountant
Brian L. Friedman is a licensed CPA with extensive experience in accounting and tax services. He specializes in serving small businesses, law firms, and nonprofit organizations with customized financial solutions.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting services including system implementation, financial reporting, and staff training tailored to small business needs.
Do you handle tax preparation for different business entities?
Yes, we prepare tax returns for corporations, partnerships, LLCs, fiduciaries, and nonprofit organizations with specialized expertise.
Can you assist with new business formation?
We offer comprehensive new business setup services including entity selection, regulatory compliance, and tax registration guidance.
What estate planning services are available?
Our estate planning includes trust management, inheritance strategies, and tax-efficient wealth transfer solutions for individuals and families.
Do you serve clients outside New York?
Yes, while licensed in New York, we provide services to clients nationwide through virtual consultations and remote support.
