Business Details
Professional Accounting & Financial Services in Mattituck
Our firm provides exceptional accounting and financial services rooted in professionalism, responsiveness, and quality. With expertise in personal financial planning, estate management, small business accounting, and tax solutions, we deliver tailored guidance to individuals and businesses across Mattituck, NY. We prioritize close client relationships, combining technical excellence with personalized attention to help clients achieve long-term financial success.Our commitment to continuous education ensures we stay ahead of industry changes, providing reliable, forward-thinking advice. With decades of collective experience, we serve as trusted advisors, simplifying complex financial matters while maintaining transparency and ethical standards.
Services
Tax Preparation
Estate Planning
Small Business Accounting
Payroll Services
IRS Audit Representation
Personal Financial Planning
QuickBooks Setup
Business Valuation
Audit Reviews
Elder Care Financial Services
Highlights and features
- We offer personalized financial strategies tailored to individual and business needs.
- Our team provides expert tax planning and IRS audit representation services.
- We deliver comprehensive small business accounting with proactive financial guidance.
- Our advisors hold advanced certifications in accounting and financial planning.
- We combine local expertise with nationwide compliance knowledge for all clients.
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, ensuring compliance with federal and state regulations while optimizing deductions. Our experts stay current with evolving tax laws to maximize refunds and minimize liabilities. With personalized strategies, we address unique financial situations while maintaining accuracy and timely submission.
Estate Planning
Our estate planning services minimize probate challenges and tax burdens through customized strategies. We help clients protect assets, create trusts, and establish wills that reflect their wishes. By coordinating legal and financial elements, we ensure smooth wealth transfer to heirs while addressing long-term care and guardianship considerations.
Small Business Accounting
We handle core accounting functions including bank reconciliation, financial reporting, and general ledger maintenance. Our services provide business owners with accurate financial insights for decision-making. We offer scalable solutions from basic bookkeeping to comprehensive financial management tailored to small business operations.
IRS Audit Representation
Our firm represents clients during IRS audits with expert documentation and negotiation. We analyze tax issues, communicate with agencies, and develop resolution strategies. Services include back tax filing, payment plans, and dispute resolution to address liens, levies, and compliance challenges effectively.
Personal Financial Planning
We develop customized financial plans addressing retirement, education funding, and risk management. Our approach integrates investment strategies, insurance reviews, and cash flow management. By assessing individual goals, we create roadmaps for long-term financial security and wealth preservation across life stages.
People
Kelly J. Fogarty
Certified Public Accountant
Kelly J. Fogarty is a licensed CPA with expertise in tax planning and financial strategy. Committed to personalized service, she helps clients navigate complex financial decisions while emphasizing estate planning and business accounting solutions.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting including bank reconciliation, financial reporting, payroll processing, and tax compliance tailored to small business needs.
How can you help with tax problems?
We offer IRS audit representation, back tax filing assistance, payment plan negotiation, and resolution of tax liens or levies with proven strategies.
What estate planning documents do you prepare?
We create wills, trusts, power of attorney documents, and living wills while minimizing probate costs and tax implications for your beneficiaries.
Do you provide financial planning for retirement?
Yes, we develop personalized retirement strategies analyzing current assets, projected income gaps, and optimal savings vehicles for long-term security.
Are your services available for individuals outside Mattituck?
We primarily serve clients in North Fork Long Island but offer virtual consultations for personalized financial planning nationwide.
