Business Details
45 Years
experience
Your Trusted Accounting Partner in Syosset, NY
Craig Morris is a client-focused CPA firm dedicated to solving personal and business financial concerns through personalized solutions. Since 1981, we have served clients in Syosset, New York, and nationwide with expertise in accounting, tax planning, and financial strategy. Our small firm structure allows us to deliver versatile, efficient services tailored to each client's unique needs. We specialize in audits, reviews, compilations, employee benefit plans, nonprofit accounting, and business valuation. Our commitment to customer intimacy drives our approach to cultivating long-term relationships rather than pursuing one-time transactions.We provide strategic business planning, cash flow management, and IRS audit representation with a focus on transparency and client education. Our team offers QuickBooks setup and training for individuals and businesses seeking financial software solutions. We serve diverse industries including aviation, franchising, wholesale distribution, and nonprofit organizations. Our value proposition centers on delivering customized financial expertise and comprehensive support to achieve optimal client outcomes. We maintain licenses in New York and Florida while adhering to the highest professional standards in accounting and tax services.
Services
Audits, Reviews, Compilations
Tax Preparation
Business Valuation
IRS Audit Representation
QuickBooks Setup
Employee Benefit Plans
Non-Profit Accounting
Cash Flow Management
Succession Planning
Forensic Accounting
Details
- Year established: 1981
Highlights and features
- We offer over 40 years of experience in accounting and tax services
- Our team provides personalized solutions tailored to your unique financial needs
- We specialize in IRS audit representation and tax problem resolution
- Our firm maintains licenses in both New York and Florida states
- We serve diverse industries including aviation, franchising, and nonprofit organizations
Services
Audits, Reviews, Compilations
Our firm provides comprehensive financial statement examinations through audits, reviews, and compilations. These services ensure regulatory compliance and financial transparency for businesses seeking credibility with stakeholders. Our CPAs apply rigorous standards while maintaining clear communication throughout the process.
IRS Audit Representation
We represent clients during IRS audits with professional advocacy and documentation support. Our experts navigate complex tax codes to protect client interests while resolving discrepancies efficiently. This service includes preparation for audit interviews and negotiation of potential liabilities.
Business Valuation
Our valuation services determine business worth for mergers, acquisitions, or succession planning. We employ multiple valuation methods tailored to industry specifics and market conditions. Clients receive detailed reports that support strategic decision-making and financial planning.
QuickBooks Setup
We implement customized QuickBooks solutions for businesses transitioning to digital accounting. Our setup includes chart of accounts configuration, data migration, and workflow optimization. Clients receive training to maximize software efficiency for daily financial operations.
Non-Profit Accounting
Specialized accounting services for nonprofit organizations include grant tracking, compliance reporting, and donor management. We ensure adherence to fund-specific regulations while providing financial transparency. Our team understands the unique reporting requirements of 501(c)(3) organizations.
Questions
What differentiates audits, reviews, and compilations?
Audits provide the highest assurance through detailed examination, reviews offer limited assurance with inquiry and analytical procedures, while compilations present financial statements without assurance.
Do you handle IRS tax problems for businesses?
Yes, we specialize in resolving business tax issues including audit representation, payment plans, and penalty abatement for corporations and partnerships.
What industries do you specialize in?
We serve aviation companies, nonprofit organizations, franchises, wholesale distributors, and professional service firms with industry-specific accounting solutions.
Can you help with QuickBooks training?
Yes, we provide QuickBooks setup, data migration, and customized training sessions to help businesses optimize their accounting software usage.
Do you offer business succession planning?
Yes, we provide comprehensive succession planning services including valuation, tax implications analysis, and transition strategy development for business owners.
