Business Details
50+ Years
experience
Expert Accounting and Tax Services in Smithtown, NY
Ross & Company CPA & Company CPA has been dedicated to providing exceptional accounting and tax services since 1966. Our firm combines decades of experience with a client-centric approach, offering personalized solutions for individuals and small businesses across over 20 states. We prioritize understanding our clients' unique financial goals to deliver strategies that reduce tax burdens and enhance long-term stability. As a fully remote practice, we leverage modern technology to ensure seamless communication and secure document management.Our team of certified professionals is committed to transparency, accuracy, and proactive tax planning tailored to evolving market conditions. We distinguish ourselves through a focus on education, empowering clients to make informed financial decisions. With a history of success and a dedication to continuous improvement, we serve as trusted partners in securing our clients' financial futures.
Services
Small Business Accounting
Payroll Services
Tax Preparation
Financial Statement Preparation
New Business Formation
Tax Planning
Estate Planning
Details
- Year established: 1966
Highlights and features
- We have over 55 years of experience in accounting and tax services.
- Our team provides personalized, client-focused solutions tailored to individual needs.
- We operate remotely, serving clients in over 20 states with advanced technology.
- Our CPAs specialize in reducing tax burdens through strategic planning.
- We offer comprehensive services spanning accounting, payroll, and estate planning.
What people say
Professionalism and IRS problem handling
Terrific service after poor experience
Reassuring expertise
Cure for tax-time stress
Exceptional client experience
Services
Small Business Accounting
We manage accounting needs for small businesses, including bank reconciliations, income statements, balance sheets, and general ledger maintenance. Our services ensure accurate financial records and compliance with tax regulations. Clients benefit from timely reporting and expert consultations to improve cash flow and financial decision-making.
Payroll Services
Our payroll solutions handle tax filings, direct deposits, and compliance reporting for businesses of all sizes. We offer comprehensive services including W-2 preparation and certified payroll reports. Clients save time while ensuring accuracy in federal, state, and local tax compliance.
Tax Preparation
We prepare federal and state tax returns for individuals, businesses, and trusts with a focus on minimizing liabilities. Our team stays updated on tax law changes to ensure compliance and optimal savings. Clients receive personalized consultations and proactive planning strategies.
Estate Planning
We assist with tax-efficient estate plans, including trust management and inheritance strategies. Our services address probate avoidance, tax minimization, and asset protection. Clients receive tailored guidance to secure their family's financial future.
New Business Formation
We help entrepreneurs establish businesses with proper accounting systems and tax structures. Services include entity selection, tax registration, and financial planning. Clients gain a solid foundation for compliance and growth from day one.
People
Glen A. Ross
CPA
Glen graduated from Long Island University in 1992 and earned his CPA designation in 1998. He specializes in tax strategy development and oversees firm operations.
Jessica Stier
CPA
Jessica holds a degree from Nichols College and became a CPA in 2002. She serves diverse industries including retail, real estate, and professional services.
Joshua King
CPA
Joshua earned his Masters in Accounting & Taxation and CPA designation. He focuses on tax preparation, financial statements, and IRS compliance solutions.
Denise Ross
Office Administrator
Denise manages billing and client services, emphasizing superior customer support and operational efficiency for all client interactions.
Shannon Ross Prairie
Team Member
Shannon, a fourth-generation family member, brings business administration expertise and is training in tax preparation and accounting processes.
Questions
What services does Ross & Company CPA & Company CPA & Company CPA offer?
We provide small business accounting, payroll processing, tax preparation, financial statement preparation, new business formation, tax planning, and estate planning services.
How is Ross & Company CPA & Company CPA & Company CPA different from other firms?
Our 55+ years of experience, personalized approach, and focus on proactive tax strategies set us apart, along with our remote accessibility and advanced client portals.
Do you serve clients outside of Smithtown, NY?
Yes, we serve clients in over 20 states through our fully remote operations and secure online platforms.
What makes your tax services unique?
Our CPAs combine deep expertise with personalized guidance, focusing on year-round tax strategies and education to minimize liabilities and maximize savings.
