Business Details
33 Years
experience
Your Trusted Tax Partner in Mahopac, NY
Weiss Advisory Group has served as a trusted community resource for over 30 years, specializing in personalized tax and accounting services. Our expertise spans individual and business tax return preparation, estate planning, bookkeeping, and financial consultation. Led by seasoned professionals with decades of combined experience, we prioritize client relationships while maintaining rigorous industry standards. Our team includes Certified Public Accountants, Certified Financial Planners, and other credentialed experts who provide tailored solutions for individuals and businesses. We emphasize proactive tax planning, audit assistance, and specialized services like 1031 exchange rules and retirement account management.Rooted in Mahopac, New York, we combine local insight with national certification frameworks to serve diverse client needs. Our commitment to continuing education ensures compliance with evolving tax codes and financial regulations. By offering QuickBooks training and customized financial strategies, we help clients optimize their financial health. With multigenerational leadership and board-level community involvement, we uphold a legacy of service excellence.
Services
Tax Return Preparation
Estate Planning
Bookkeeping Services
Retirement Strategy
Audit Assistance
QuickBooks Training
1031 Exchange Rules
Details
- Year established: 1993
Highlights and features
- We have over 40 years of combined leadership experience in tax and financial services.
- Our team holds multiple industry-specific certifications including CPA, CFP, and CHFC.
- We specialize in complex tax scenarios for corporate employees and public servants.
- Our expertise includes qualified retirement plan optimization and estate tax strategies.
- We maintain active board memberships in local financial and housing institutions.
Associations and certifications
- Certified Public Accountant (CPA)
- Certified Financial Planner (CFP)
- Chartered Financial Consultant (CHFC)
- Personal Financial Specialist (PFS)
- Chartered Life Underwriter (CLU)
Services
Tax Return Preparation
We provide comprehensive tax return preparation services for individuals and businesses. Our team stays current with evolving tax codes to ensure accurate filings while identifying optimization opportunities. Clients receive strategic guidance to minimize liabilities through legal tax-saving methods.
Estate Planning
Our estate planning services cover trust and gift tax return preparation plus holistic wealth transfer strategies. We help clients structure assets for efficient distribution while maintaining compliance with federal and state regulations.
Retirement Strategy
We specialize in retirement account management for corporate and public employees. Services include 401(k), 403(b), and pension planning, with expertise in stock option strategies for executives from major corporations.
Bookkeeping Services
We offer tailored bookkeeping solutions for small businesses and real estate entities. Our services include financial statement preparation, audit assistance, and QuickBooks training to maintain accurate business records.
Tax Audit Support
Our audit support services cover tax returns, financial statements, and insurance policy examinations. We represent clients before tax authorities and provide documentation strategies to resolve audit concerns efficiently.
People
Richard F. Weiss
Founder
Founder with 40+ years in public accounting. Serves as consultant to Weiss Advisory Group and sits on Putnam County Savings Bank's board. Holds multiple financial credentials including CFP, CHFC, and CPA.
Keith D. Weiss
Managing Member
Managing member with 20+ years of experience. Specializes in tax optimization for corporate employees and public servants. Certified Financial Planner with expertise in retirement account strategies for major corporations' employees.
Lisa A. Orro
Director of Tax Services
Tax Team Leader with 20+ years in accounting. Former Avon Products accountant and Westchester County CPA firm professional. Pace University graduate currently pursuing Enrolled Agent certification.
Questions
What tax services do you offer for corporate employees?
We specialize in tax planning for corporate employees at companies like Google and Amazon. Our services include stock option strategy optimization and retirement account management.
Do you handle complex estate tax situations?
Yes, our team prepares trust, estate, and gift tax returns. We help clients structure assets for efficient wealth transfer while minimizing tax liabilities.
What accounting credentials do your professionals hold?
Our team includes Certified Public Accountants (CPA), Certified Financial Planners (CFP), and other industry-recognized credentials like CHFC and PFS.
Do you serve businesses in Westchester County?
Yes, we provide bookkeeping and tax services for small businesses and real estate companies throughout Westchester County, NY.
What retirement planning services do you offer?
We help clients with 401(k), 403(b), 457 plans, and pension strategies. Our focus includes tax-efficient retirement account management for public employees.
