Business Details
50+ Years
experience
Your Trusted Tax & Business Advisory Partner in the Tri-State Area
Spitzkoff & Associates has been delivering tax, bookkeeping, and business advisory services to small and medium-sized enterprises and individuals since 1968. Our team of licensed tax preparers specializes in creating tailored financial systems that align with clients' unique needs. Through strategic partnerships with financial, insurance, and legal professionals, we design comprehensive financial plans tailored to different life stages. Our commitment to maintaining close client relationships ensures personalized service that adapts to evolving business and personal requirements. We provide year-round tax planning to minimize liabilities and represent clients before the IRS and state tax agencies.Our expertise extends to Co-op and Condominium accounting, nonprofit organizations, and compliance with federal and state regulations. We stay current with tax law changes to deliver accurate, up-to-date advice. Our Medicaid planning services leverage deep knowledge of healthcare regulations, helping clients navigate complex insurance and elder care options. We combine technical proficiency with a client-centric approach to asset management and estate preservation. Our legacy of trust and expertise spans decades, serving as a foundation for long-term client relationships.
Services
Tax Preparation
Bookkeeping
Estate Planning
Medicaid Consulting
Tax Compliance
Details
- Year established: 1968
Highlights and features
- Licensed tax professionals with 55+ years of local expertise
- Customized financial systems for small and medium businesses
- Specialized Medicaid and elder care planning services
- Year-round tax planning to minimize liabilities
- Proven compliance expertise for Co-ops and nonprofits
Services
Tax Preparation
We prepare individual, corporate, payroll, sales, fiduciary, estate, and gift tax returns. Our licensed professionals ensure compliance with federal, state, and local regulations while maximizing deductions. Clients receive year-round tax planning support to minimize liabilities and optimize financial outcomes.
Bookkeeping
Our full-service bookkeeping maintains accurate financial records compliant with government regulations. We manage payroll processing, asset tracking, and financial reporting for businesses, including specialized services for Co-ops, Condominiums, and nonprofit organizations.
Estate Planning
We develop strategies to preserve assets for future generations through comprehensive estate plans. Collaborating with legal consultants, we create customized solutions for inheritance optimization, including trust structures and tax-efficient gifting strategies.
Medicaid Consulting
Our Medicaid experts advise on healthcare resource allocation for aging individuals. We help navigate Medicaid eligibility, insurance plans, and long-term care options including home health services, assisted living, and nursing home arrangements.
Tax Compliance
We ensure businesses maintain compliance with evolving tax laws through continuous monitoring and research. Our services include regulatory reporting, audit preparation, and implementation of accounting systems aligned with Generally Accepted Accounting Principles.
People
Gerald Spitzkoff
Principal
Gerald Spitzkoff, E.A., brings decades of Medicaid regulation expertise from his tenure as NYS Department of Health auditor and nursing home CFO. He specializes in healthcare compliance and elder care financial planning.
Questions
What tax services do you offer?
We prepare individual, corporate, payroll, sales, fiduciary, estate, and gift tax returns while providing year-round tax planning to minimize liabilities.
Do you work with nonprofits?
Yes, we provide specialized bookkeeping and compliance services for nonprofit organizations and Co-op/Condominium associations.
How do you handle Medicaid planning?
Our experts analyze your assets and create strategies to qualify for Medicaid benefits while protecting your estate through legal and financial planning.
What accounting standards do you follow?
We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) and maintain compliance with federal/state regulations.
How long have you been in business?
Spitzkoff & Associates has served clients in the tri-state area since 1968, providing tax and advisory services for over 55 years.
