Business Details
Trusted Accounting and Tax Services in Jericho, NY
Associates Incorvai has built a reputation as a trusted accounting and consulting firm specializing in serving small and medium-sized businesses. With over 26 years of experience, our team provides comprehensive financial solutions, including tax preparation, IRS audit representation, estate planning, and business consulting. Our expertise extends to complex tax codes, financial planning, and industry-specific needs such as construction accounting. We prioritize personalized service, ensuring clients receive tailored strategies to maximize deductions, ensure compliance, and achieve long-term financial goals.Our commitment to quality is reflected in our low client turnover and referrals from satisfied clients, attorneys, and financial professionals. By combining technical proficiency with accessible, client-focused service, we empower businesses and individuals to navigate financial challenges with confidence.
Services
Tax Preparation
IRS Audit Representation
Financial Planning
Estate Planning
QuickBooks Setup
Business Consulting
Payroll Services
Audit Reviews
Highlights and features
- We offer over 26 years of experience in accounting and tax services.
- Our team provides personalized, client-focused financial solutions.
- Specialized expertise in construction industry accounting and IRS compliance.
- Low client turnover demonstrates long-term trust and satisfaction.
- Accessible partners available for direct consultation on financial matters.
Services
Tax Preparation
We prepare federal and state tax returns for individuals and businesses, ensuring compliance with evolving tax laws. Our process identifies all eligible deductions and credits while minimizing audit risks. Clients receive strategic guidance to optimize future tax outcomes through year-round planning.
IRS Audit Representation
Our team handles IRS audits from start to finish, protecting clients' interests during examinations. We communicate with tax authorities, organize documentation, and negotiate resolutions for underpayments or disputes while safeguarding client rights throughout the process.
Estate Planning
We create customized estate plans including wills, trusts, and healthcare directives to manage asset distribution. Services focus on minimizing probate costs, reducing estate taxes, and ensuring clients' wishes are legally documented for family and charitable beneficiaries.
Financial Planning
Our financial planning covers retirement strategies, education funding, risk management, and investment optimization. We develop personalized roadmaps to help clients achieve long-term financial goals while addressing tax implications and estate preservation needs.
QuickBooks Setup
We implement and customize QuickBooks systems for small businesses, including chart of accounts setup, payroll integration, and workflow automation. Training and ongoing support ensure clients maximize the software's capabilities for accurate financial tracking and reporting.
People
Anthony Incorvaia
Owner and Managing Partner
Certified Public Accountant with over 33 years of experience. Specializes in client-focused accounting solutions, leveraging deep industry knowledge to guide business owners through financial challenges while maintaining ethical standards.
John A. Massaro
CPA
30+ years in public accounting with construction industry expertise. Focuses on financial reporting, tax optimization, and bonding compliance. Provides strategic guidance on contract analysis and cost allocation for construction firms.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, cash flow management, payroll processing, and strategic business planning tailored to small business needs.
How can you help with IRS tax problems?
Our services include audit representation, back taxes resolution, payment plan negotiation, and tax lien/levy relief to resolve IRS compliance issues.
Do you specialize in any particular industries?
Yes, we have deep expertise in construction industry accounting, real estate transactions, and small business tax optimization.
What estate planning services are available?
We assist with wills, trusts, probate avoidance strategies, tax-efficient wealth transfer, and healthcare directives for comprehensive estate planning.
Can you help with QuickBooks setup and training?
Yes, we offer QuickBooks setup, software training, system optimization, and troubleshooting for both desktop and online versions.
