Business Details
Expert Tax & Legal Solutions in Lake Success
We are a full-service law and accounting firm licensed in New York, dedicated to providing comprehensive financial and legal solutions for business owners, executives, and independent professionals. Our team combines deep expertise in tax law, estate planning, corporate compliance, and QuickBooks management to deliver personalized strategies that minimize liabilities and optimize financial outcomes. With decades of combined experience, we prioritize affordability, transparency, and client-centric service, offering free initial consultations to address your unique needs.Our proven track record in resolving complex IRS issues, streamlining business operations, and crafting tailored estate plans underscores our commitment to excellence. Backed by glowing client testimonials, we pride ourselves on building long-term relationships grounded in trust, integrity, and actionable advice designed to secure your financial future.
Services
Tax Preparation
Estate Planning
IRS Representation
QuickBooks Setup
Corporate Law
Tax Planning
Payroll Solutions
Real Estate Law
Personal Financial Planning
Tax Problem Resolution
Highlights and features
- We combine legal and accounting expertise to deliver holistic financial solutions.
- Our team resolves IRS issues with personalized, discreet representation.
- Free initial consultations ensure tailored advice without upfront risk.
- QuickBooks specialists optimize accounting systems for small business efficiency.
- Decades of experience in estate planning safeguard family wealth and legacies.
What people say
World-class accountants
Affordable and friendly
Free initial consultation
IRS problem resolution
Personalized financial plans
Services
Tax Preparation
Our tax preparation service ensures accurate, compliant filings tailored to individual and business needs. We identify deductions, verify calculations, and offer electronic filing for faster refunds. Clients receive personalized advice to adjust withholdings and minimize future liabilities while navigating complex tax codes with confidence.
Estate Planning
Estate planning services safeguard assets and ensure legacy goals are met. We draft wills, trusts, and power-of-attorney documents while addressing tax implications and probate avoidance. Custom strategies protect heirs, manage incapacitation risks, and align with clients' familial and financial objectives through collaborative, empathetic guidance.
IRS Representation
IRS representation resolves audits, back taxes, and collection actions with discreet, expert advocacy. We negotiate payment plans, offers in compromise, and lien/levy releases to reduce penalties. Proactive communication and legal-accounting synergy protect clients' interests during high-stakes interactions with tax authorities.
QuickBooks Setup
QuickBooks setup optimizes accounting systems for small businesses. We configure charts of accounts, integrate payroll, and train staff to leverage software features. Ongoing support ensures accurate financial tracking, streamlined reporting, and efficient tax preparation aligned with evolving business needs.
Corporate Law
Corporate law services cover entity formation, contract drafting, and regulatory compliance. We advise on mergers, acquisitions, and governance while mitigating legal risks. Tailored solutions support startups and established firms in maintaining compliance and achieving strategic growth objectives.
People
Ronald F. Rockower
Founder
Ronald F. Rockower, JD CPA, leads with over 30 years of experience in tax law and accounting. His dual expertise resolves complex IRS issues and structures estate plans. Clients praise his crisis management and compassionate approach to safeguarding family and business finances.
Corey B. Rockower
CPA
Corey B. Rockower, CPA, specializes in tax resolution and small business accounting. With a focus on personalized service, he streamlines financial processes and alleviates client stress. Recognized for technical proficiency and approachable support, Corey ensures long-term fiscal stability for entrepreneurs.
Questions
How can you help with IRS tax problems?
We resolve IRS audits, back taxes, liens, and levies through negotiation, payment plans, or offers in compromise. Our goal is to minimize penalties and restore financial stability.
Do you offer free consultations?
Yes, we provide free initial consultations to assess your needs and outline actionable solutions for tax, estate, or business compliance challenges.
What estate planning services do you provide?
We draft wills, trusts, and power-of-attorney documents while addressing tax efficiency, probate avoidance, and legacy goals tailored to your family's needs.
Are you available for QuickBooks support?
Yes, we offer QuickBooks setup, training, and optimization to streamline accounting processes for small businesses and ensure accurate financial reporting.
What areas do you serve?
Primarily serving Lake Success, NY, and surrounding regions, we offer virtual consultations and services for clients nationwide.
