Business Details
50+ Years
experience
Certified Public Accountants in White Plains, NY
Founded in 1913, our firm has built a legacy of excellence in accounting, tax, and consulting services. With over a century of experience, we serve businesses and individuals nationwide, offering personalized attention at the partner level. Our team combines deep expertise in tax law, financial planning, and technology consulting to deliver tailored solutions that minimize liabilities and maximize growth.Recognized by the AICPA Quality Review Committee, we maintain a commitment to peer-reviewed standards while adapting to evolving regulatory landscapes. Our three-generation family leadership ensures continuity, and our long-standing client relationships reflect our dedication to accessibility, prompt service, and unwavering professionalism in every financial matter we handle.
Services
Financial Statement Preparation
Tax Planning
Bookkeeping Services
Payroll Services
Audits
Succession Planning
Retirement Planning
Technology Consulting
Start-up Guidance
Estate Planning
Details
- Year established: 1913
Highlights and features
- We offer 100+ years of experience in accounting and tax services.
- Our firm provides personalized partner-level attention to every client.
- Recognized by the AICPA Quality Review Committee for excellence.
- Three generations of family leadership ensure continuity and trust.
- We combine tax expertise with dedicated technology consulting services.
Associations and certifications
- AICPA
Services
Financial Statement Preparation
Our Financial Statement Preparation service ensures accurate compilation of business financial data. We help clients measure performance, comply with regulatory requirements, and make informed strategic decisions. Our expertise spans industries, providing clear, actionable financial insights tailored to each client's unique needs.
Tax Planning
Through proactive Tax Planning, we minimize liabilities while maximizing savings opportunities. Our team stays current with evolving tax laws to optimize deductions, credits, and retirement contributions. We serve individuals and businesses seeking strategic, long-term tax efficiency and compliance.
Technology Consulting
Our Technology Consulting service addresses clients' digital infrastructure needs. We provide system planning, cybersecurity guidance, and software implementation support. This service ensures businesses maintain efficient, secure technology operations aligned with their financial objectives.
Estate Planning
Estate Planning services focus on seamless wealth transfer and asset management. We assist clients with trust creation, inheritance strategies, and tax-efficient distribution plans. Our approach protects clients' legacies while addressing complex intergenerational financial needs.
Start-up Guidance
Start-up Guidance includes entity selection, budget planning, and regulatory compliance advice. We help new businesses establish sound financial foundations through tailored entity structuring, location strategy, and operational planning support.
People
William A Shmerler
Senior Partner
Third-generation CPA leading firm strategy and client relationships. Specializes in tax law compliance and long-term financial planning for businesses and high-net-worth individuals across multiple industries.
Ford Levy
Partner
Manages audit and assurance services with focus on nonprofit organizations. Brings expertise in regulatory compliance and internal control optimization for educational and charitable institutions.
Jack Krause
Senior Audit Manager
Specializes in audit preparation and financial risk assessment. Provides strategic guidance for corporate clients navigating complex accounting standards and reporting requirements.
Christina Ottusch
Senior Accountant
Focuses on individual tax planning and retirement account optimization. Assists clients with estate tax strategies and personal financial statement preparation.
Al Ziegler
Senior Accountant
Specializes in business tax compliance and payroll services. Supports corporate clients with year-round tax planning and quarterly estimated tax calculations.
Questions
What accounting services do you offer for small businesses?
We provide financial statement preparation, payroll processing, bookkeeping, and audit preparation tailored to small business needs.
How can you help with personal tax planning?
Our tax planning optimizes deductions, retirement contributions, and credit utilization to minimize liabilities while ensuring compliance.
Do you work with nonprofit organizations?
Yes, we offer specialized audit reviews, financial reporting, and internal control analysis for nonprofit clients.
What technology consulting services are available?
We provide system planning, cybersecurity assessments, and software implementation support for accounting and business operations.
How does your estate planning service work?
We create customized trust structures and wealth transfer strategies to protect assets and ensure smooth intergenerational transfers.
What makes your firm different from larger accounting firms?
Our boutique approach ensures direct partner-level access, personalized service, and three generations of family-led continuity.
