Business Details
50+ Years
experience
Trusted Certified Public Accountants in Tarrytown, NY
Since our founding in 1954, we have grown steadily to become a comprehensive accounting and consulting practice serving individuals and businesses. Our team of experienced professionals specializes in accounting, auditing, tax planning, payroll services, and small business consulting, delivering solutions tailored to each client's unique needs. We prioritize understanding our clients' personal and professional goals to provide customized strategies that minimize tax liabilities and maximize financial success. With decades of combined experience, we maintain a singular focus on service, ensuring our clients receive accurate, cost-effective guidance backed by deep technical expertise.Our commitment to professionalism, responsiveness, and quality has earned us a respected reputation in the financial community, supported by client referrals and long-standing relationships. We stay current with evolving tax laws to ensure compliance while identifying opportunities for deductions, credits, and tax-efficient investments. Our mission is to serve as trusted advisors, helping clients navigate complex financial challenges while fostering long-term success through transparent communication and personalized support.
Services
Tax Preparation
IRS Audit Representation
Payroll Services
Estate Tax Planning
QuickBooks Consulting
Small Business Accounting
Details
- Year established: 1954
Highlights and features
- We have over 65 years of experience serving Tarrytown and surrounding areas.
- Our team provides comprehensive tax, accounting, and payroll solutions under one roof.
- We offer personalized service with a focus on minimizing tax liabilities.
- We handle IRS audit representation to protect clients from financial risk.
- Our professionals stay current with federal and state tax law changes.
Associations and certifications
- Certified Public Accountants
Services
Tax Preparation
We prepare accurate individual and business tax returns while identifying deductions and credits to minimize liabilities. Our team ensures compliance with federal and state regulations through meticulous documentation. Clients receive strategic guidance for year-round tax planning and optimization.
IRS Audit Representation
Our CPAs handle all IRS audit correspondence and negotiations to protect clients from penalties. We review documentation, respond to inquiries, and advocate for favorable resolutions. This service includes representation during field audits and appeals processes.
Payroll Services
We manage payroll processing, tax filings, and compliance reporting for small to medium businesses. Services include direct deposit, W-2/1099 processing, and tax payment remittance. Our experts ensure adherence to evolving payroll legislation.
Estate Tax Planning
We prepare trust and estate tax returns while developing strategies to preserve wealth for beneficiaries. Our services include gift tax planning, business succession strategies, and trust administration to minimize tax burdens.
QuickBooks Consulting
We provide QuickBooks setup, training, and troubleshooting for businesses. Our consultants optimize software configurations for cash flow management and financial reporting. This includes system tune-ups and customized training sessions.
Questions
What tax services do you offer for individuals?
We prepare individual tax returns, develop tax planning strategies, handle IRS audit representation, and provide guidance on deductions, credits, and retirement contributions.
Do you assist with business payroll compliance?
Yes, we manage payroll tax filings, direct deposit processing, W-2/1099 reporting, and compliance with federal/state payroll regulations.
Can you help with estate and trust tax returns?
We prepare estate and trust income tax returns while offering planning strategies to minimize tax liabilities for beneficiaries.
What accounting software do you support?
We specialize in QuickBooks setup, training, and troubleshooting for small business accounting needs.
How do you handle IRS audit representation?
We respond to IRS notices, communicate with auditors, and advocate for clients to reduce penalties or liabilities during audit processes.
