Business Details
Your Trusted Accounting Partner in Roslyn Heights
Reade & Company & Company is a full-service accounting and financial services firm dedicated to providing comprehensive solutions for business owners, families, and independent professionals. With a seasoned team of accountants and management consultants boasting over 25 years of combined experience, we combine expertise, experience, and personalized attention to deliver high-standard services. Our firm prioritizes continuous professional education to maintain technical excellence and client-centric service, ensuring clients receive insightful advice for informed financial decisions.We specialize in tax planning, business consulting, estate planning, and QuickBooks setup, among other services, while emphasizing strategic business planning and cash flow management. Our commitment to excellence is reflected in our reputation for quality service and client satisfaction, supported by a focus on transparency, ethical standards, and tailored financial strategies. We operate from Long Island and Manhattan, with a Florida location forthcoming, and welcome inquiries to discuss how we can assist with individual and business financial needs.
Services
Tax Planning
Business Consulting
QuickBooks Setup
Estate Planning
Cash Flow Management
Retirement Planning
Tax Preparation
Succession Planning
Highlights and features
- We offer 25+ years of combined experience in accounting and financial services.
- Our team provides personalized attention and tailored financial strategies.
- We maintain high standards through continuous professional education and technical expertise.
- Our services include strategic business planning and cash flow management solutions.
- We prioritize transparency, ethical standards, and client satisfaction in all operations.
What people say
Dedicated staff
Instrumental to growth
Personalized attention
Strategic guidance
Expert services
Services
Tax Planning
Our tax planning services focus on legally reducing tax liability through proactive strategies tailored to individual and business needs. We analyze financial situations to maximize after-tax income, offering ongoing advice for optimal tax efficiency. Clients benefit from our expertise in navigating complex tax codes and implementing customized solutions.
Business Consulting
We provide strategic business consulting, including cash flow management, succession planning, and financial analysis. Our Part-Time CFO service offers professional financial oversight at a fraction of full-time costs, helping businesses improve decision-making and operational efficiency through data-driven insights and tailored guidance.
QuickBooks Setup
Our QuickBooks setup and tune-up services ensure accurate financial record-keeping for small businesses. We configure software to meet specific business needs, train staff, and implement controls to prevent errors, enabling clients to focus on operations while maintaining reliable financial data and streamlined accounting processes.
Estate Planning
Estate planning services include creating comprehensive strategies to manage and transfer wealth efficiently. We guide clients through wills, trusts, and legal documentation, minimizing tax implications and ensuring assets are distributed according to their wishes while providing peace of mind through structured, compliant solutions.
Retirement Planning
Our retirement planning services develop personalized strategies to ensure long-term financial security. We assess current financial status, set achievable goals, and recommend investment approaches tailored to individual risk profiles, helping clients build sustainable retirement funds through disciplined, tax-efficient planning.
Questions
What accounting services do you offer for small businesses?
We provide cash flow management, strategic planning, Part-Time CFO services, and business formation assistance tailored to small business needs.
Do you specialize in tax preparation for individuals?
Yes, we offer comprehensive tax preparation services for individuals, including tax planning and mediation for complex tax issues.
Can you help with QuickBooks setup and troubleshooting?
We specialize in QuickBooks setup, configuration, and tune-up services to ensure accurate financial tracking for businesses.
What areas do you serve?
We operate from Long Island and Manhattan, with a Florida location opening soon, serving clients nationwide.
Are your services available on weekends?
Weekend hours are available by appointment to accommodate client schedules.
How do you handle business tax planning?
We implement proactive tax strategies to minimize liabilities, including entity selection, deduction optimization, and compliance planning for businesses.
