Business Details
38 Years
experience
Trusted Accounting & Tax Solutions in Albany, NY
Established in 1988, our firm has dedicated over three decades to delivering exceptional accounting, tax, and financial consulting services. Our team specializes in simplifying complex financial regulations, offering clients clear, proactive guidance tailored to their unique goals. By building personal relationships with each client, we gain deep insights into their financial objectives and life ambitions, enabling us to act as trusted advisors rather than mere service providers. We integrate cutting-edge technology with hands-on expertise to ensure efficiency and precision in every engagement.Our commitment to excellence is evidenced by our team's leadership roles in national and state professional organizations, continuous education, and flawless peer review results under the AICPA's oversight. With a focus on cash flow analysis, tax planning, business succession, and specialized financial strategies, we serve privately held businesses and individuals, helping them navigate financial challenges and achieve long-term success. Our mission remains unchanged: to assist clients in reaching their goals through unwavering service quality and industry expertise.
Services
Cash Flow Analysis
Tax Planning
Business Consultation
Estate Planning
Expert Witness Services
Retirement Planning
Agency Representation
Financial Forecasts
Details
- Year established: 1988
Highlights and features
- We offer over 35 years of experience in accounting and tax consulting.
- Our team holds active leadership roles in national and state professional organizations.
- We utilize advanced technologies to enhance service efficiency and accuracy.
- We maintain a 100% passing score in AICPA-conducted peer reviews.
- Our personalized approach ensures tailored solutions for each client's unique needs.
Associations and certifications
- American Institute of CPAs
- New York State Society of CPAs
Services
Cash Flow Analysis
We help businesses identify cash flow issues through forecasting and evaluation. Our services include estimating financing requirements, tracking cash flow sources and uses, and providing actionable insights to maintain financial stability. This service ensures profitable businesses avoid liquidity crises through proactive management.
Tax Planning
Our proactive tax planning identifies opportunities to minimize current and future liabilities. We keep abreast of changing tax laws to provide year-round guidance for individuals, corporations, partnerships, and nonprofits. Services include entity selection analysis and tax implications for business transactions.
Business Succession Planning
We develop strategic plans for business continuity during ownership transitions. Our expertise includes addressing tax considerations, financial structuring, and legal frameworks to ensure smooth transitions. This service prepares businesses for leadership changes while maintaining operational stability.
Estate Planning
We facilitate orderly asset transfers to beneficiaries while minimizing tax burdens. Our services address business continuity for owners and provide security for surviving spouses through comprehensive estate strategies tailored to individual wealth management needs.
Expert Witness Services
Our professionals provide expert testimony in financial litigation cases. We analyze evidence, prepare court submissions, and deliver professional opinions based on accounting expertise. This service supports legal proceedings requiring specialized financial interpretation.
People
Michael S. Lurie
President
Former J.P. Morgan Senior Accountant with over 20 years at Lurie & Co. & Co. Maintains founding legacy through high-quality accounting, tax, and financial advisory services. Leads firm operations since 2010.
Gregory H. Lurie
Founding Partner
Established Lurie & Co. & Co. in 1988 after leading international accounting firm roles. Served over 50 years in public accounting, growing a 40-person practice. Currently serves as Chairman of the Board.
Christine L. Paul
Vice-President
1993 Siena College graduate with 30+ years firm experience. Manages diverse industry clients and leads profit and nonprofit business development. Certified Public Accountant licensed in New York State.
Questions
What services does Lurie & Co. & Co. & Co. offer?
We provide accounting, tax planning, business consulting, estate planning, and expert witness services for businesses and individuals.
How long has Lurie & Co. & Co. & Co. been in business?
Our firm has served clients since 1988, offering over 35 years of accounting and financial expertise.
What areas do you serve?
We primarily serve Albany, NY and throughout New York State with specialized financial services.
Can you assist with business entity selection?
Yes, we help clients evaluate business structures' tax implications to determine optimal entity selection.
What makes Lurie & Co. & Co. & Co. different from other firms?
We combine 35+ years of experience with personalized service and advanced technology for tailored financial solutions.
