Business Details
Expert Accounting & Tax Services in Melville, NY
Founded over 50 years ago by Leon A. Kweit, KMD Certified Public Accountants has maintained an unwavering commitment to professionalism and client-centric service. Our firm specializes in accounting, advisory, and tax compliance for businesses and individuals across the tri-state area. With decades of combined expertise, we deliver tailored financial strategies, including outsourced CFO services, family office solutions, and personalized wealth planning.Our team prioritizes fiduciary responsibility, offering objective advice and technological proficiency to ensure long-term client success. By embracing innovation while upholding traditional values of transparency and dedication, we empower clients to navigate complex financial landscapes with confidence.
Services
Tax Preparation
Business Accounting
Financial Advisory
Tax Planning
Audit & Assurance
Family Office Services
Personal Wealth Management
Outsourced CFO
QuickBooks Advisory
Mergers & Acquisitions
Highlights and features
- We offer over 50 years of combined experience in accounting and financial advisory services.
- Our team provides personalized guidance tailored to individual and business financial goals.
- We prioritize fiduciary responsibility and objective, unbiased recommendations.
- Our services span industry-specific needs from start-up advisory to family office management.
- We integrate cutting-edge technology with traditional accounting expertise for optimized solutions.
Services
Tax Preparation
We provide comprehensive tax preparation for individuals and businesses, ensuring compliance with federal, state, and local regulations. Our CPAs analyze deductions, credits, and tax-saving strategies to optimize returns while minimizing liabilities. With continuous updates on evolving tax laws, we offer accurate, timely filings tailored to clients' financial circumstances.
Business Accounting
Our business accounting services include financial reporting, bank reconciliation, and general ledger management. We support companies with customizable plans for budgeting, cash flow analysis, and compliance reporting. By offering monthly or quarterly packages, we ensure accurate financial records that aid strategic decision-making and long-term growth planning.
Financial Advisory
We deliver personalized financial advisory services covering retirement planning, estate management, and risk mitigation. Our advisors collaborate with clients to develop strategies for wealth preservation, tax-efficient investments, and intergenerational transfers. By prioritizing fiduciary responsibility, we align recommendations with clients' long-term goals and market dynamics.
Audit & Assurance
Our audit and assurance services provide businesses with thorough financial statement evaluations. We conduct internal control reviews, transaction testing, and regulatory compliance checks to ensure transparency. With three-tiered assurance levels, we offer audits, reviews, and compilations to meet diverse organizational needs while enhancing stakeholder confidence.
Outsourced CFO
Our outsourced CFO services offer strategic financial leadership for growing businesses. We handle budgeting, forecasting, and cash flow management while supporting capital structure analysis and risk assessments. By acting as an extension of your team, we provide actionable insights to drive profitability and operational efficiency without the cost of a full-time executive.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, payroll support, and tax planning tailored to small businesses' needs.
Do you assist with personal tax planning and preparation?
Yes, we offer individual tax services including return preparation, projections, and strategies to minimize liabilities.
How can your outsourced CFO services benefit my company?
Our outsourced CFOs provide strategic financial guidance, budgeting, and cash flow management to support growth and decision-making.
What industries do you specialize in?
We serve diverse sectors including real estate, healthcare, legal, retail, and family offices with customized solutions.
Do you provide audit and assurance services?
Yes, we offer audits, reviews, and compilations to ensure financial accuracy and regulatory compliance for businesses.
How do you approach family office financial management?
We focus on investment strategy, governance, and wealth transfer planning tailored to family office structures and goals.
