Business Details
Your Trusted Tax & Accounting Partner in Roslyn, NY
With over 25 years of expertise in tax preparation and financial statements, our firm provides comprehensive accounting, taxation, and financial consulting services tailored to individuals and businesses. Licensed as a Certified Public Accountant in New York and operating from Nassau County, we specialize in maximizing tax savings through retirement plans, college savings strategies, and personalized bookkeeping solutions.Our team offers IRS audit representation and leverages memberships in professional organizations like the American Institute of CPAs to ensure clients receive accurate, up-to-date advice. Multilingual support in English, Hindi, and Sindhi enhances our ability to serve diverse client needs.
Services
Tax Preparation
Bookkeeping
Business Entity Advisory
Retirement Planning
IRS Audit Representation
Highlights and features
- We offer over 25 years of tax and accounting expertise tailored to individual and business needs.
- Our personalized service includes tax savings strategies like retirement and college savings plans.
- We provide IRS and state tax audit representation with a track record of successful resolutions.
- Our team combines U.S. CPA certification with international accounting credentials for global insight.
- Multilingual support in English, Hindi, and Sindhi ensures clear communication for diverse clients.
Associations and certifications
- American Institute of CPAs
- NYS Society of CPAs
- QuickBooks Pro Advisor
What people say
Very knowledgeable
Prompt responses
Professionalism at its best
Thorough and experienced
Highly recommend
Services
Tax Preparation
We prepare individual and business tax returns, including complex multi-state filings for high-net-worth clients. Our service covers payroll taxes, sales tax returns, and estate/gift tax planning to ensure compliance while maximizing deductions. Clients receive quarterly estimated tax projections and audit support from IRS-registered professionals.
Bookkeeping
Our bookkeeping service tracks business performance through quarterly reporting and financial statement preparation. We offer compilation and review services for corporations and partnerships, ensuring accurate financial records that support strategic decision-making. Services integrate with QuickBooks for streamlined accounting workflows.
Business Advisory
We advise on optimal business structures (LLC, partnership, corporation) and assist with entity formation. Our guidance includes succession planning, business transition strategies, and state-specific registration to ensure long-term operational efficiency. Clients receive tailored recommendations aligned with tax advantages and growth goals.
Retirement Planning
We develop customized retirement plans leveraging tax-advantaged accounts like 401(k)s and IRAs. Our approach combines investment strategies with tax-efficient withdrawal planning to secure financial futures. Clients benefit from ongoing consultations to adapt plans to changing regulations and personal circumstances.
IRS Audit Representation
We represent clients during IRS and state tax audits, resolving disputes over returns, notices, and compliance issues. Our licensed professionals negotiate settlements, clarify documentation requirements, and ensure adherence to tax code. Proactive audit prevention strategies are included for high-risk filers.
People
Renu Sadhwani, CPA
Certified Public Accountant
CPA with 25+ years of experience in tax strategy and financial consulting. Licensed in New York and India, with expertise in IRS audits, small business accounting, and cross-border tax planning. Member of AICPA and NYS CPA Society, offering personalized service in English, Hindi, and Sindhi.
Questions
What tax services do you offer?
We prepare individual, business, trust, and estate taxes with specialized services for multi-state returns and IRS audit representation.
Do you work with small businesses?
Yes, we assist with entity selection, payroll taxes, quarterly reporting, and financial statement preparation for small businesses in Nassau County.
Can you help with IRS audit concerns?
We provide audit defense services, including documentation review and liaison with IRS/state representatives to resolve tax disputes efficiently.
Are tax savings consultations included?
Yes, we incorporate tax-saving strategies during return preparation and offer ongoing planning for retirement, education, and business needs.
Do you offer QuickBooks support?
As a QuickBooks Pro Advisor, we provide bookkeeping integration, system setup, and financial reporting tailored to business requirements.
What languages are supported?
We accommodate English, Hindi, and Sindhi-speaking clients for clear communication during tax and accounting consultations.
