Business Details
43 Years
experience
Trusted Accounting & Tax Services in Woodbury, NY
At Shapiro Goldstein Moses Artuso, we prioritize our clients' success through timely, high-quality professional services. Our commitment begins with gaining in-depth knowledge of each client's operations to deliver tailored solutions that address specific needs and growth objectives. We emphasize proactive advice, leveraging our expertise in accounting, tax planning, and financial strategy to go beyond traditional reporting. Founded in 1983, our firm has grown through mergers and internal expansion, maintaining a focus on innovation while staying abreast of industry changes.We value our employees, fostering a positive work environment that encourages professional development and teamwork. Our dedication extends to the community, supporting charitable initiatives and upholding the integrity of our profession. By combining experience, knowledge, and a client-first approach, we aim to be a trusted partner in achieving our clients' financial goals.
Services
Personal Financial Planning
Estate Planning
Audits
Tax Preparation
IRS Audit Representation
Business Valuation
Elder Care Tax Services
Small Business Accounting
Succession Planning
Bank Financing
Details
- Year established: 1983
Highlights and features
- We provide the highest quality service on a timely basis with over 40 years of experience.
- We gain in-depth knowledge of clients' operations to deliver tailored financial solutions.
- We recommend courses of action aligned with each client's best interests.
- We maintain a client-focused approach with proactive advice and innovative strategies.
- We are dedicated to employee growth and community involvement.
Services
Personal Financial Planning
Our personal financial planning service helps individuals build and preserve wealth through customized strategies. We provide one-on-one guidance to address retirement needs, college savings, investment optimization, and risk management. By analyzing your unique financial situation, we create comprehensive plans that ensure long-term stability and growth while aligning with your personal goals and risk tolerance.
Estate Planning
We specialize in creating tailored estate plans that minimize tax liabilities and ensure smooth asset transfer. Our experts help clients navigate wills, trusts, probate avoidance, and legacy planning while considering family dynamics and charitable giving. By organizing legal documents and implementing protective strategies, we help preserve your wealth for future generations.
Audits
Our audit services provide the highest level of financial statement assurance through comprehensive examinations. We verify information accuracy, test transactions, and communicate with third parties to ensure compliance. This service helps businesses meet regulatory requirements, satisfy stakeholders, and maintain credibility with investors and lenders through transparent financial reporting.
Tax Services
We offer full-spectrum tax services including preparation, planning, and problem resolution. Our expertise covers individual and business tax strategies, IRS audit representation, and compliance solutions. By staying current with tax code changes, we help clients minimize liabilities while ensuring timely and accurate filings across all tax jurisdictions.
Business Valuation
Our business valuation service determines accurate company worth through detailed financial analysis. We assess market position, cash flow, and growth potential to support mergers, acquisitions, and succession planning. This service provides critical insights for strategic decision-making and helps business owners understand their enterprise's true economic value.
People
Hoby Shapiro
CPA
Founder of the firm in 1983, Hoby Shapiro brings decades of accounting expertise to client service. His leadership established our commitment to personalized financial solutions and professional excellence.
Kenneth L. Goldstein
CPA
As a partner, Kenneth Goldstein contributes extensive experience in accounting and tax planning. He focuses on delivering strategic financial guidance to individuals and businesses across various industries.
William P. Artuso
CPA
Partner William Artuso specializes in business advisory services and financial planning. His expertise helps clients navigate complex accounting challenges and achieve long-term financial objectives.
Questions
What accounting services do you offer for businesses?
We provide audits, reviews, compilations, small business accounting, payroll services, and strategic business planning tailored to your company's needs.
How can you assist with personal financial planning?
We offer retirement planning, college savings strategies, investment guidance, and estate planning to help individuals achieve long-term financial goals.
Do you handle tax problems with the IRS?
Yes, we specialize in IRS audit representation, back taxes owed, payroll tax issues, and negotiating payment plans or offers in compromise.
What elder care financial services are available?
We assist with budgeting, bill management, retirement account distributions, and tax planning to support elderly clients' financial independence.
How do you support business succession planning?
We provide strategic guidance for leadership transitions, ownership transfers, and continuity planning to ensure long-term business stability.
