Business Details
34 Years
experience
Certified Tax Solutions in Farmingdale, NY
Established in 1992 by CPA Ruth Betz CPA, our firm brings over four decades of combined industry expertise to tax and accounting services. With a Master of Science in Taxation and membership in the IRS Long Island Tax Practitioner Liaison Committee, we specialize in navigating complex federal, state, and local tax regulations. Our clients - including corporations, high-net-worth individuals, and nonprofits - benefit from personalized solutions that minimize legal tax burdens while maximizing financial efficiency. Recognized with the NYSSCPA Distinguished Service Award as the first woman recipient, we maintain active roles in professional organizations like the New York State Tax Liaison Committee. Our services span tax problem resolution, estate planning, IRS audits, and financial strategy, grounded in a commitment to client education and transparent communication.With 17 years at major accounting firms before founding our practice, we combine institutional expertise with personalized service. Our community involvement through Rotary International since 1996 reflects our ethical commitment to professional and humanitarian standards. Clients consistently praise our ability to transform complex tax challenges into manageable solutions with measurable financial benefits. This enduring reputation for quality service has sustained our firm for over three decades in Nassau County's competitive market.
Services
Tax Consultation
Tax Planning
IRS Audits
Estate Planning
Financial Strategy
Tax Problem Resolution
Divorce Taxation
Trust Administration
Retirement Planning
Business Tax Services
Details
- Year established: 1992
Highlights and features
- We offer 25+ years of CPA experience navigating complex tax laws
- Our team includes IRS committee participants with policy influence
- We implement personalized tax strategies for unique client circumstances
- Our founder received NYSSCPA's Distinguished Service Award
- We maintain active involvement in tax professional organizations
Associations and certifications
- Certified Public Accountant
- Master of Science in Taxation
What people say
Skilled efforts
Most professional
Expertly guide
Monetary savings
Trusted advisor
Services
Tax Planning
Our tax planning services develop customized strategies to minimize legal tax obligations while maximizing financial opportunities. With specialized expertise in federal, state, and local regulations, we create comprehensive plans for individuals, businesses, and estates. Our approach considers current tax codes, audit risks, and long-term financial goals to ensure optimal outcomes.
IRS Audits
We provide expert representation during IRS audits with proven strategies for successful resolutions. Our team prepares documentation, communicates with tax authorities, and develops defense strategies tailored to specific audit circumstances. Clients benefit from our deep understanding of audit processes and established relationships with tax professionals across jurisdictions.
Estate Planning
Our estate planning services integrate tax-efficient strategies for wealth preservation and transfer. We address estate tax minimization, trust creation, and probate avoidance through customized plans that align with clients' personal and financial objectives. The approach considers both current tax laws and potential future legislative changes affecting estate taxation.
Financial Strategy
We develop comprehensive financial strategies that coordinate tax planning with broader wealth management goals. Services include retirement planning, investment analysis, and cash flow optimization that considers tax implications. Our approach ensures financial decisions align with both current obligations and long-term wealth accumulation goals.
Tax Problem Resolution
We specialize in resolving complex tax issues including back taxes, liens, and collection problems. Our solutions combine legal tax compliance with practical approaches to reduce liabilities. Clients receive personalized strategies that address immediate concerns while creating pathways for future tax compliance through installment agreements or compromise proposals.
People
Ruth Betz CPA
Founder & CPA
With 40+ years in accounting, Ruth combines big-firm experience with personalized service. As NYSSCPA award recipient and IRS committee member, she brings policy-level expertise to client matters while maintaining Rotary International leadership commitments.
Questions
What tax services do you specialize in?
We specialize in tax planning, problem resolution, IRS audits, estate taxation, and financial strategy for individuals and businesses.
How do you handle IRS audit representation?
Our team prepares comprehensive documentation and communicates directly with IRS representatives to achieve favorable audit outcomes using proven strategies.
Do you work with high-net-worth individuals?
Yes, we provide customized tax planning and estate services for high-net-worth clients, focusing on legitimate tax minimization strategies.
Are you available for urgent tax issues?
We prioritize urgent tax matters and offer timely consultations to address pressing concerns with responsive solutions.
What accounting credentials do you hold?
We maintain Certified Public Accountant certification with specialized expertise in taxation through a Master of Science degree and ongoing professional development.
How do you stay current with tax laws?
Our practice maintains active involvement in tax committees, IRS liaison programs, and continuous professional education to track legislative changes.
