Spitzkoff & Associates

Dedicated Accounting, Tax & Advisory Solutions for Individuals and Businesses

Since 1968, Spitzkoff and Associates, Inc. has proudly served individuals and businesses in the tri-state area with comprehensive accounting, tax, and business advisory services. Our team of experienced professionals is dedicated to forging close personal relationships with our clients, understanding their unique needs and aspirations, and providing tailored solutions to help them achieve their financial goals.

Our Approach

We take a holistic approach to serving our clients, offering:

• Proactive communication and transparency: We believe in clear and consistent communication, keeping clients updated on their financial situations and significant developments.
• Personalized solutions: We tailor our services to each client's individual needs, considering their unique circumstances, goals, and ambitions.
• Collaborative approach: We work alongside our clients, offering guidance and support throughout the process, and fostering a collaborative working environment.

Tax Services

• Comprehensive tax return preparation for individuals, businesses, payroll, sales, corporations, estates, and gifts
• Tax planning and optimization strategies to minimize liability and maximize returns
• Representation before tax agencies

Bookkeeping and Accounting Services

• Full-service bookkeeping, including accounting software setup and training
• Management of financial records and statements
• Payroll processing in compliance with state and federal regulations
• Specialized accounting support for cooperatives, condominiums, and non-profit organizations

Financial Planning and Advisory

• Development of financial plans tailored to each client's unique needs and life stages
• Guidance on retirement planning, investment strategies, and estate planning
• Access to a network of trusted financial professionals to address diverse financial needs

Specialized Services

• Estate Planning: Protecting your legacy through asset analysis, will drafting, and inheritance optimization.
• Elder Care Planning: Comprehensive guidance on navigating the complexities of elder care, including Medicaid planning and assisted living arrangements.

Why Choose Spitzkoff & Associates, Inc.?

With over 50 years of experience, Spitzkoff & Associates, Inc. offers:

• Expertise and personalized services
• Collaborative and communicative approach
• Proven track record of success in assisting clients achieve financial success and security.