Ruth Betz CPA

At Ruth A. Sattig Betz, CPA, MST, we pride ourselves on providing responsive and professional service to our clients. We recognize that dealing with business, individual, estate, and other tax matters can be complex and overwhelming. As our founder, Ruth A. Sattig Betz, CPA, MST, often states, "The goal of our firm is to help businesses and individuals navigate through the complexity of federal, state, and local tax laws, and to minimize the tax burden as permitted by tax law."

With over 25 years of experience and a Master's degree in Taxation, Ruth A. Sattig Betz, CPA, MST, heads a firm that understands the importance of timely responses and each client's budgetary constraints. Our team offers a wide range of services designed to meet the unique needs of our clients, including:

Tax Consultation: We provide expert advice on tax planning, tax return preparation, and tax problem resolution to help our clients make informed decisions about their financial situation.

Tax Planning: Our team helps our clients develop a comprehensive tax strategy tailored to their specific needs and goals, minimizing their tax burden and maximizing their financial well-being.

Tax Problem Resolution: We resolve complex tax issues, including audits, disputes with the IRS, and other tax-related matters, working closely with our clients to ensure the best possible outcome.

Internal Revenue Service/New York State Audits: Our team has extensive experience in handling IRS and NYS audits, ensuring that our clients receive fair and accurate treatment.

Financial Planning: We provide comprehensive financial planning services, helping our clients achieve their financial goals and make informed decisions about their investments and financial resources.

Retirement Planning: Our team helps our clients plan for a secure and comfortable retirement, guiding them through the complex process of saving and investing for their future.

Tax Return Preparation: We prepare accurate and compliant tax returns, ensuring that our clients take advantage of all available deductions and credits.

Estate and Trust Planning: Our team helps our clients plan for the transfer of their wealth, including setting up trusts and wills, and navigating complex estate and trust matters.

Estate and Trust Administration: We assist our clients in administration of estates, trusts, and guardianships, ensuring seamless transfer of assets and minimizing family conflicts.

Divorce Taxation: Our team helps individuals affected by divorce navigate the complex tax implications of property division and child support.

Our firm serves a wide range of entities, including C Corporations, Estates & Trusts, Individuals, Limited Liability Corporations, Partnerships, S Corporations, and Multistate entities. We also work with businesses in various industries, including closely-held/family businesses, executives and entrepreneurs, high net-worth individuals, manufacturers' representatives and brokers, not-for-profit organizations, professionals, real estate, retail, service providers, and wholesale.

Affiliations

Ruth A. Sattig Betz, CPA, MST, is an active member of various professional, business, community, and civic organizations, ensuring that our firm remains current with accounting trends and best practices. Our affiliations include:

Professional Organizations

• New York State Society of Certified Public Accountants (NYSSCPA)
• Federal Taxation Committee of Nassau Chapter
• Multistate Municipal and Local Taxation Committee - NYC
• Relations with Internal Revenue Service - NYC

Business Organizations

• Women Economic Developers of Long Island (WEDLI) - Past treasurer
• Long Island Center for Business and Professional Women - Past treasurer and executive board member
• Long Island Women's Agenda (LIWA)

Civic Organizations

• Rotary International - Past treasurer and assistant governor of District 7250
• Past president, board member, and chairperson of vocational services of Farmingdale Rotary Club
• Past treasurer of Farmingdale Rotary Club; provides pro bono tax services for the Club and its 501c(3) foundation.
• Farmingdale Adult Day Care

We strive to provide exceptional service to our clients, delivering expert tax and financial guidance to help them achieve their goals and navigate the complexities of the tax system.