Business Details
Your Trusted Partner for Accounting and Tax Solutions
At Marino & Berner, CPA's, CPA's, we prioritize client-centric service built on 25 years of experience delivering expert accounting, tax, and financial planning solutions. Our team specializes in designing personalized strategies to optimize growth while maintaining compliance with evolving regulations. We focus on simplifying complex financial challenges through tailored advice, ensuring clients receive actionable guidance backed by deep industry expertise. Our commitment to transparency and ethical practices has fostered long-term relationships with individuals and businesses across Long Island.With a blend of traditional accounting rigor and modern financial insights, we empower clients to achieve both immediate and long-term objectives while minimizing liabilities. Our dedication to continuous education keeps us at the forefront of tax law changes, ensuring clients benefit from up-to-date, strategic counsel.
Services
Tax Preparation
Financial Planning
Bookkeeping
Business Succession
Payroll Services
Estate Tax Returns
Audit Services
Retirement Planning
Highlights and features
- We have 25 years of experience providing personalized accounting services.
- Our team offers free initial consultations to understand your financial goals.
- We implement year-round tax planning to minimize liabilities.
- Our CPAs hold memberships in professional organizations like the NY Society of CPAs.
- We provide customized financial roadmaps for individuals and businesses.
What people say
Personal attention
Expert tax services
Superior service
Best for handling tax issues
Comprehensive knowledge
Services
Tax Preparation
We prepare federal, state, and local tax returns for individuals and businesses while ensuring compliance with current regulations. Our team minimizes liabilities through strategic deductions and timely filings. With continuous monitoring of tax law changes, we provide accurate, up-to-date solutions tailored to each client's unique circumstances.
Business Succession
Our experts develop succession strategies to ensure business continuity during ownership transitions. We evaluate market conditions, financial health, and legal structures to protect heirs and stakeholders. Tailored plans address valuation, tax implications, and seamless transfer of operations while preserving organizational legacy.
Financial Planning
We create comprehensive financial roadmaps covering retirement, investments, and estate planning. Services include risk assessment, cash flow analysis, and goal-oriented strategies. By integrating tax-efficient methodologies, we help clients build sustainable wealth aligned with personal and professional objectives.
Payroll Services
Full-service payroll management includes tax reporting, wage calculations, and regulatory compliance. We handle federal and state filings using electronic systems to ensure accuracy. Our solutions streamline payroll processes while reducing administrative burdens for businesses of all sizes.
Estate Tax Returns
Specialized preparation of estate, gift, and trust tax documents ensures compliance with complex regulations. We analyze asset distributions, valuation discounts, and gifting strategies to minimize tax exposure. Our team collaborates with legal advisors to implement holistic estate planning solutions.
People
Peter Marino
CPA
Founded the firm in 1976 after graduating from Long Island University. Active in local church and community organizations, Peter provides personalized client service with over 45 years of accounting experience.
Mitchell Berner
CPA
Joined Peter Marino in 1984 after graduating from Hofstra University. Specializes in small business consulting and community-focused financial planning while maintaining the firm's personal service philosophy.
Questions
What tax services do you offer?
We prepare all federal, state, and local tax returns with year-round planning to minimize liabilities while ensuring compliance with current regulations.
How do you handle business succession planning?
We analyze ownership transitions, develop continuity strategies, and create legally sound plans to protect business value and stakeholder interests.
Are you available outside regular office hours?
Yes, we offer evening and weekend appointments during tax season to accommodate client schedules.
What financial planning services are available?
We provide retirement, investment, and estate planning services tailored to individual and business financial goals.
Do you offer payroll solutions?
Yes, we handle payroll tax reporting and filings including federal/state returns with electronic submission capabilities.
How can I check my tax refund status?
Use the Check Your Refund tool on our website with your SSN, filing status, and expected refund amount for immediate updates.
