Business Details
Expert Accounting and Tax Services in New York City
Cavalcante & Company & Company has been delivering comprehensive accounting, auditing, tax, and financial planning services to businesses and individuals in the New York City metropolitan area for over two decades. Our firm prioritizes commitment, quality service, and fostering long-term client relationships. Managing partner Joseph A. Cavalcante & Company & Company, CPA, brings extensive expertise in co-op and condo financial management, estate taxation, and business advisory, while audit partner Robert Schindler, CPA, CFF, contributes specialized forensic accounting experience, including expert testimony in legal proceedings. We serve diverse industries, including real estate, healthcare, nonprofit organizations, and professional service firms, with a focus on tailored solutions. As members of the American Institute of Certified Public Accountants (AICPA) and participants in the AICPA Peer Review Program, we maintain rigorous professional standards.Our services span audits, reviews, compilations, internal control assessments, and bookkeeping, alongside proactive tax planning and compliance. We also offer specialized financial planning guidance for retirement, education funding, and elder care, ensuring clients navigate complex financial decisions with confidence. Our team continuously updates its knowledge in accounting and taxation to provide forward-thinking strategies aligned with evolving regulations. By integrating technical expertise with personalized service, we aim to be a trusted partner in our clients' financial success.
Services
Accounting Services
Tax Services
Financial Planning
Audits & Reviews
Estate & Trust Tax Preparation
Internal Control Reviews
Bookkeeping
Forensic Accounting
Nonprofit Advisory
Real Estate Tax Compliance
Highlights and features
- 20+ years serving New York City's accounting needs.
- Specialized expertise in co-op and condo financial management.
- Certified in financial forensics (CFF) with expert testimony experience.
- Peer-reviewed by AICPA for quality assurance.
- Tailored tax and financial planning for individuals and businesses.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- QuickBooks Pro Advisors Program
Services
Accounting Services
Our accounting services include audits, reviews, compilations, and bookkeeping tailored to industries like real estate, healthcare, and nonprofits. We ensure accurate financial reporting, compliance, and internal control assessments. With over 20 years in New York City, we prioritize client-specific solutions.
Tax Services
We offer federal, state, and local tax planning and compliance for individuals, businesses, and trusts. Our team minimizes legal tax liabilities while staying updated on regulatory changes. Services include income tax returns, estate tax filings, and strategic year-round tax advisory for corporations and partnerships.
Financial Planning
Our financial planning addresses retirement readiness, education funding, and elder care through personalized strategies. We guide clients in navigating complex decisions with expertise in estate planning, life insurance trusts, and charitable remainder trusts for long-term security.
Estate & Trust Tax Preparation
We prepare federal and New York State estate and gift tax returns while consulting on trusts, private foundations, and estate planning alternatives. Our approach ensures compliance and efficient wealth transfer strategies for individuals and families.
Forensic Accounting
Certified Financial Forensic (CFF) professionals conduct investigations, expert testimony, and internal control audits. We assist attorneys and businesses in fraud detection, litigation support, and forensic analysis across commercial and nonprofit sectors.
People
Joseph A. Cavalcante
Managing Partner
Joseph A. Cavalcante & Company & Company, CPA, specializes in co-op and condo financial management, estate taxation, and business advisory. A Baruch College graduate, he has over 20 years of experience building long-term client relationships in New York City.
Robert Schindler
Audit Partner
Robert Schindler, CPA, CFF, is a forensic accounting expert with experience in audits, financial forensics, and expert testimony. He assists attorneys in litigation and advises nonprofits and commercial entities on internal controls.
Questions
What accounting services do you offer?
We provide audits, reviews, compilations, bookkeeping, and internal control assessments tailored to industries like real estate, healthcare, and nonprofits.
Do you specialize in tax planning for specific clients?
Yes, we offer tax planning and compliance for individuals, businesses, trusts, and estates, with expertise in minimizing liabilities for New York City residents.
What financial planning services are available?
We assist with retirement readiness, education funding, elder care, and estate planning through trusts and charitable strategies tailored to your life stage.
Are you accredited by professional organizations?
Yes, we are members of the AICPA, NYSSCPA, and participants in the AICPA Peer Review Program, ensuring adherence to quality standards.
