Weiss Advisory Group

A Trusted Partner for Comprehensive Tax & Accounting Solutions

For over 30 years, Weiss Advisory Group has been a leading resource for personalized tax and accounting services in the Mahopac area. We empower individuals and businesses to achieve financial success through strategic planning and tailored solutions.

Our Expertise

Our experienced team offers a comprehensive range of services across tax planning and accounting, catering to diverse needs:

Taxes

• Individual Tax Return Preparation & Planning
• Business Tax Return Preparation & Planning
• Trust & Estate Tax Return Preparation
• Tax Avoidance Strategies & Planning

Accounting

• Bookkeeping for Real Estate & Small Businesses
• Financial Statement Preparation & Analysis
• Assistance with Audits & Insurance Policies

Additional Services

• Financial Planning & Consulting
• Retirement Planning & Investment Guidance
• Estate & Trust Management

A Client-Focused Approach

At Weiss Advisory Group, we prioritize personalized service and attention to each client. We take the time to understand your unique situation, goals, and challenges, and work collaboratively with you to develop customized solutions. We believe in open communication and transparency throughout the process, ensuring you remain informed and confident in your financial future.

Our Team

Led by experienced professionals, our team comprises passionate individuals with extensive knowledge and proven track records in tax planning, accounting, and financial advisory.

• Lisa A. Orro, CPA - Tax Team Leader
• Richard F. Weiss, CFP, CHFC, CPA, PFS, CEP, CLU - Founder & Consultant
• Keith D. Weiss, CFP, MBA - Managing Member

Contact Us Today

Partner with Weiss Advisory Group to navigate the complexities of your financial landscape and achieve your financial goals. Contact us today to schedule a consultation and explore how we can help you achieve success.