Business Details
Trusted CPA Services for Individuals and Businesses in Forest Hills, NY
With over two decades of experience in accounting and financial consulting, Gary B. Carbo has dedicated his career to providing personalized tax and financial solutions. After earning a BS in Accounting from SUNY Binghamton and completing MBA coursework at Adelphi University, he began his career at Grant Thornton, where he honed his expertise in tax preparation and audits for small to mid-sized businesses. At 27, he became CFO of a $160M import/export corporation, driving a fourfold increase in sales through innovative management systems. Recognizing his passion for direct client engagement, he established his own practice, combining technical proficiency with individualized service.Certified as a Public Accountant and a QuickBooks ProAdvisor, he serves clients in Queens, the Tristate area, and globally, offering tax planning, financial consulting, and technology integration. His practice emphasizes long-term client relationships, leveraging deep industry knowledge to address complex financial challenges while maintaining membership in the American Institute of CPAs and the New York State Society of CPAs.
Services
Tax Planning
Tax Preparation
Financial Planning
Business Tax Consulting
QuickBooks Training
Estate Tax Planning
Retirement Planning
IRS Representation
Bookkeeping Services
Business Entity Formation
Highlights and features
- We offer 20+ years of experience in tax and financial consulting.
- Our team provides personalized, one-on-one client service.
- Certified experts in QuickBooks installation and training.
- Comprehensive solutions for both individual and business tax needs.
- Proven track record in IRS representation and audit support.
Associations and certifications
- Certified Public Accountant (CPA)
- QuickBooks ProAdvisor
What people say
Expertise
Personalized service
Effective solutions
Reliable
Knowledgeable
Services
Tax Planning
Proactive tax planning services help individuals and businesses minimize liabilities while maximizing savings. Our approach includes analyzing financial situations, identifying deductions, and implementing strategies aligned with long-term goals. Clients receive tailored advice to navigate complex tax regulations with confidence.
QuickBooks Training
Certified QuickBooks ProAdvisor training ensures clients master financial software for efficient business management. Services include on-site and remote installation, workflow optimization, and staff training to streamline accounting processes. We empower businesses to leverage technology for accurate financial tracking and reporting.
IRS Representation
Professional representation before tax authorities protects clients during audits or disputes. We handle communication, documentation, and negotiations with the IRS and state agencies. Our expertise reduces stress and ensures compliance while advocating for favorable resolutions to tax-related issues.
Estate Tax Planning
Comprehensive estate planning strategies safeguard assets for future generations. Services include analyzing inheritance tax implications, establishing trusts, and creating gifting strategies. We collaborate with legal professionals to ensure holistic plans that align with clients' legacy goals and financial circumstances.
Business Tax Consulting
Tailored tax consulting for small to mid-sized businesses covers compliance, deductions, and growth strategies. We assist with entity selection, payroll tax management, and sales tax obligations. Our guidance helps businesses maintain compliance while optimizing financial performance through strategic tax planning.
People
Gary B. Carbo
Certified Public Accountant
Gary B. Carbo is a CPA with extensive experience in tax and financial consulting. He began his career at Grant Thornton, became CFO of a $160M corporation at 27, and now runs his own practice. He specializes in individual and business tax solutions, QuickBooks training, and financial planning.
Questions
What accounting services do you offer for small businesses?
We provide tax planning, preparation, financial consulting, QuickBooks training, and IRS representation tailored to small businesses' needs.
Do you assist with personal tax planning and preparation?
Yes, we offer comprehensive individual tax services including planning, return preparation, and audit representation.
Are you certified to train clients on QuickBooks?
As a Certified QuickBooks ProAdvisor, we provide installation, customization, and training services for businesses.
How do you handle IRS audit representation?
We provide direct representation before tax authorities, managing documentation and negotiations to resolve audits efficiently.
What areas do you serve?
We serve clients in Queens, the Tristate area, and globally through virtual consultations.
