Business Details
Expert Accounting & Tax Services in Long Island
Lori Di Marco CPA has been delivering comprehensive accounting and tax services to individuals and businesses on Long Island for over 25 years. Our firm combines deep expertise in tax compliance, financial planning, and business consulting with personalized attention tailored to each client's unique needs. We specialize in accounting software implementation, IRS representation, and estate planning, leveraging our extensive experience to provide actionable solutions. As a small firm, we prioritize direct client relationships and hands-on support, ensuring year-round accessibility and service excellence. Our team maintains active memberships in leading professional organizations, including the AICPA and NYSSCPA, to stay at the forefront of industry developments.We serve diverse industries such as real estate, construction, and professional practices, offering scalable accounting system guidance and financial statement preparation. Our commitment to technical proficiency and client education empowers informed financial decision-making. Through strategic tax planning and proactive compliance services, we help clients minimize liabilities while maximizing long-term financial security. Our QuickBooks advisory services and computer consulting capabilities further enhance our ability to optimize clients' financial operations. This enduring dedication to quality and client-centric service defines our practice.
Services
Accounting Services
Tax Preparation
Estate Planning
Financial Planning
Payroll Services
Business Consulting
IRS Representation
QuickBooks Advisory
Sales Tax Services
Retirement Planning
Highlights and features
- We offer over 25 years of specialized accounting expertise.
- Our small firm ensures personalized attention and direct access.
- We provide IRS representation and tax compliance solutions.
- We are registered QuickBooks advisors with implementation expertise.
- Our team maintains active memberships in major accounting associations.
Services
Accounting Services
We provide comprehensive accounting solutions including general ledger maintenance, financial statement preparation, and bookkeeping tailored to businesses' specific needs. Our services ensure accurate financial records and compliance with regulatory standards. We support monthly, quarterly, and annual reporting cycles for optimal financial management.
Tax Preparation
Our tax preparation services cover individuals, corporations, partnerships, and non-profits with precision and timeliness. We utilize advanced software to ensure compliance while identifying legitimate deductions. Our expertise spans complex tax scenarios including multi-jurisdictional filings and estate tax considerations.
Estate Planning
We develop strategic estate plans to facilitate smooth asset transfer while minimizing tax implications. Our services include wills, trusts, and succession planning for business owners. We coordinate with legal professionals to ensure comprehensive wealth preservation strategies for clients' beneficiaries.
Business Consulting
We offer strategic business consulting focused on profitability analysis and operational efficiency improvements. Our services include cash flow forecasting, budgeting, and financial modeling to support data-driven decision-making. We help identify growth opportunities and implement sustainable financial practices.
QuickBooks Advisory
As registered QuickBooks advisors, we provide software selection, implementation, and training services. We optimize accounting systems for efficiency and accuracy through customized configurations. Our support ensures clients maximize their accounting technology investments while maintaining compliance.
People
Lori B. DiMarco
Principal
Certified Public Accountant with MST in Taxation from C.W. Post and BBA in Accounting from Dowling College. Active member of AICPA, NYSSCPA, and NCCPAP with 25+ years of experience in tax and accounting services.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting services including bookkeeping, financial statements, payroll processing, and tax compliance tailored to small businesses' specific needs.
How do you handle complex tax situations?
Our team specializes in complex tax planning and compliance, including multi-state filings, business succession planning, and minimizing tax liabilities through strategic year-round planning.
Do you offer QuickBooks support?
Yes, we are registered QuickBooks advisors providing software selection, implementation, customization, and training for businesses of all sizes.
What industries do you specialize in?
We serve diverse industries including real estate, construction, manufacturing, professional practices, and wholesale distribution with tailored accounting solutions.
Can you assist with estate and retirement planning?
We offer comprehensive estate planning services and retirement strategies to ensure financial security and smooth asset transfer for future generations.
How do you stay updated on tax law changes?
Our team maintains active memberships in major accounting associations and participates in continuing education to stay current on all tax law developments.
