Business Details
36 Years
experience
Your Trusted CPA Partner in White Plains
Since 1990, Heller & Filippone has provided tailored accounting, tax, and business advisory services to individuals and business owners in White Plains and beyond. Our team of experienced CPAs, including Edward G. Heller and Carmine Filippone, combines decades of expertise with a personalized approach to address each client's unique financial needs. We specialize in estate planning, elder care services, payroll solutions, and tax problem resolution, serving clients across industries such as healthcare, law, real estate, and construction. Our commitment to accessibility ensures timely responses and flexible scheduling, including evening and weekend appointments during tax season.With a focus on building long-term relationships, we deliver strategic guidance to help clients achieve financial clarity and business growth. Our services extend to QuickBooks support, audit engagements, and IRS representation, backed by a dedication to continuous education in evolving tax regulations. We prioritize transparency, ethical practices, and client empowerment through comprehensive financial insights.
Services
Tax Preparation
Estate Planning
Payroll Services
IRS Representation
QuickBooks Support
Audit Engagements
Elder Care Accounting
Business Consulting
Tax Problem Resolution
Financial Planning
Details
- Year established: 1990
Highlights and features
- We offer over 30 years of combined CPA experience in tax and accounting.
- Our personalized approach addresses unique financial goals for individuals and businesses.
- Specialized expertise in IRS audit representation and tax problem resolution.
- Flexible scheduling with evening and weekend appointments available.
- Proven track record serving diverse industries including healthcare and law.
What people say
Expert tax guidance
Personalized approach
Reliable IRS representation
Timely responses
Comprehensive planning
Services
Tax Preparation
Our comprehensive tax preparation services cover individual and business needs with precision and compliance. We optimize deductions while ensuring adherence to federal and state regulations. Clients benefit from strategic planning to minimize liabilities and maximize refunds through experienced CPA guidance.
Estate Planning
We specialize in creating customized estate plans that address tax implications, probate avoidance, and asset distribution. Our approach protects family wealth through trusts, wills, and gifting strategies while coordinating with legal professionals to ensure comprehensive legacy planning solutions for high-net-worth individuals.
IRS Representation
Our firm provides expert representation for IRS audits, lien/levy releases, and payment plan negotiations. We resolve back taxes owed and payroll tax issues through proven strategies while maintaining compliance. Clients receive proactive guidance to prevent future tax controversies and financial penalties.
QuickBooks Support
We offer QuickBooks setup, training, and troubleshooting for small businesses. Our services ensure accurate financial tracking through customized chart of accounts and reporting structures. Clients receive ongoing support for day-to-day operations and year-end financial statement preparation using industry-leading accounting software.
Payroll Services
Our comprehensive payroll solutions handle tax filings, direct deposits, and regulatory compliance. We manage federal/state tax deposits, W-2 processing, and new hire reporting while maintaining accurate payroll records. Businesses benefit from customizable packages including certified payroll reports and workers' compensation audit preparation.
People
Edward G. Heller
CPA
Edward Heller, CPA, has over 35 years of experience in tax planning and audit services. Specializing in corporate strategy and QuickBooks training, he holds a Binghamton University degree and serves diverse industries including real estate associations and professional service firms.
Carmine Filippone
CPA
Carmine Filippone, CPA, brings 25 years of expertise in corporate tax services and CFO advisory. With a SUNY New Paltz background, he previously managed tax departments for regional firms and specializes in foreign financial reporting and payroll solutions for small businesses.
Questions
What accounting services do you offer for small businesses?
We provide complete small business accounting including bank reconciliations, financial statement preparation, general ledger maintenance, and customized reporting. Our services ensure accurate financial tracking and compliance with tax regulations.
How do you handle complex tax situations?
Our CPAs specialize in resolving complex tax issues through strategic planning, audit representation, and IRS negotiation. We focus on minimizing liabilities while maintaining compliance through tailored tax-saving strategies.
Do you offer QuickBooks support?
Yes, we provide QuickBooks setup, training, and troubleshooting services. Our experts optimize software configuration for accurate financial tracking and reporting tailored to your business needs.
What estate planning services are available?
We offer comprehensive estate planning including trust creation, probate avoidance strategies, and tax-efficient wealth transfer. Our CPAs coordinate with legal professionals to create holistic legacy protection plans.
Are your services available outside White Plains?
We serve clients in Armonk, Scarsdale, and Greenwich, CT, with virtual consultations available for additional locations through secure digital communication platforms.
