Business Details
Your Trusted Accounting Partner in Woodbury, NY
Founded with a commitment to excellence, we are a full-service accounting firm dedicated to delivering personalized financial solutions to individuals and businesses. Our team of seasoned professionals combines deep industry expertise with a client-centric approach, ensuring every client receives tailored guidance for their unique needs. We actively participate in the Peer Review program through the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants, underscoring our adherence to rigorous professional standards. With decades of collective experience, we specialize in developing innovative strategies for tax planning, financial management, and business advisory services. Our focus on continuous education keeps us at the forefront of evolving tax regulations, enabling us to provide forward-thinking solutions.We maintain membership in leading professional organizations to stay connected with industry advancements and best practices. Our reputation for reliability and personalized service has been built through consistent delivery of high-quality results that prioritize client objectives. We emphasize transparency in all communications, ensuring clients fully understand their financial options and implications. Our commitment to excellence extends to maintaining robust internal controls and employing advanced accounting technologies. This dedication to professional integrity and client satisfaction has fostered long-term relationships with our clientele.
Services
Personal Financial Planning
Estate Planning
Wealth Management
Small Business Accounting
Bookkeeping Services
QuickBooks Review
Tax Preparation
Tax Relief
Business Advisory
Succession Planning
Highlights and features
- We maintain active participation in the AICPA Peer Review program for quality assurance
- Our team includes seasoned tax professionals with decades of combined experience
- We provide personalized attention to every client relationship
- We implement innovative strategies for complex financial planning needs
- All partners hold membership in leading professional accounting organizations
Associations and certifications
- American Institute of Certified Public Accountants
- New York State Society of Certified Public Accountants
What people say
Leading firms in the area
Personal and professional attention
Professional and responsive
Quality service
Close personal attention
Services
Personal Financial Planning
We develop comprehensive strategies to help individuals achieve financial independence through tailored planning. Our approach integrates tax considerations, investment analysis, and retirement income distribution planning. With expertise in Roth IRA conversions and social security optimization, we help clients navigate complex financial decisions while minimizing tax liabilities.
Estate Planning
Our estate planning services focus on preserving wealth and ensuring proper asset distribution. We create customized plans that address gift tax strategies, trust administration, and business succession needs. By staying current with tax law changes, we help clients protect their legacies while meeting their family's long-term financial objectives.
Tax Relief
We specialize in resolving IRS tax debt issues through official programs like Offers in Compromise and payment plans. Our experts handle audit representation, back tax filings, and lien/levy releases. We develop strategic solutions to reduce tax liabilities while ensuring compliance with federal regulations and protecting clients' financial interests.
Small Business Accounting
We provide comprehensive accounting solutions for growing businesses, including financial reporting, budgeting, and tax planning. Our services cover cash flow analysis, internal controls implementation, and strategic advisory to improve profitability. We offer outsourced CFO services and system setup to support business growth and operational efficiency.
Wealth Management
Our wealth management approach integrates investment planning, tax strategies, and risk management to grow and preserve client assets. We coordinate with trusted advisors to create holistic plans that address estate planning, retirement goals, and intergenerational wealth transfer while maintaining alignment with clients' financial objectives.
People
Craig J. Wild
CPA
Experienced accounting professional with extensive expertise in tax and financial planning services.
James S. Maney
CPA
Certified Public Accountant providing comprehensive accounting solutions to businesses and individuals.
Alex Resnick
CPA
Dedicated accounting professional offering specialized tax and business advisory services to clients.
Matthew Taus
CPA/PFS, CFP
Certified Financial Planner and Public Accountant specializing in comprehensive financial strategies.
William Ludewig
CPA
Experienced accountant providing expert financial guidance and tax planning solutions.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive small business accounting including bookkeeping, financial reporting, tax planning, and advisory services tailored to your specific industry needs.
How can you help with tax debt relief?
We assist with IRS audit representation, back tax filings, payment plans, and Offer in Compromise programs to resolve tax debt issues effectively.
Do you provide personal financial planning services?
Yes, we offer personalized financial planning covering retirement strategies, tax optimization, and wealth preservation techniques.
What estate planning services are available?
We help create customized estate plans including trust administration, gift tax strategies, and business succession planning to protect your assets.
Are you available for business advisory services?
Our team provides strategic business advisory including cash flow analysis, profitability improvement, and system implementation for growing businesses.
