Business Details
35 Years
experience
Trusted Accounting Services in Rye Brook, NY
At Caputo & Associates CPAs PC, we have been delivering exceptional accounting and advisory services since 1991, combining personalized attention with professional expertise. Our approach centers on understanding each client's unique needs, whether they are small businesses, high-net-worth individuals, or complex organizations. With decades of collective experience, our team ensures timely, accurate financial guidance tailored to evolving regulatory landscapes. We prioritize responsiveness, maintaining direct communication channels and rapid turnaround times for critical financial tasks.Our commitment to quality is reinforced through memberships in the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants, along with successful completion of peer review standards. By fostering long-term relationships built on trust and transparency, we empower clients to make informed decisions that drive financial success. Our firm's growth through client referrals underscores our dedication to exceeding expectations through consistent, reliable service delivery.
Services
Small Business Accounting
Auditing
Tax Services
Management Consulting
Personal Financial Planning
Strategic Planning
High Net Worth Individuals
Details
- Year established: 1991
Highlights and features
- We have over 30 years of accounting experience serving Rye Brook and surrounding communities.
- Our team provides personalized attention through direct communication with senior professionals.
- We maintain rigorous quality standards through AICPA and NYSSCPA membership requirements.
- Our service model emphasizes rapid response times for urgent financial needs.
- Client referrals form the foundation of our business growth and reputation.
Services
Small Business Accounting
We provide comprehensive financial recordkeeping for small businesses including general ledger maintenance, payroll processing, and monthly reconciliations. Our team ensures compliance with tax filing requirements while delivering accurate financial reporting. Clients benefit from proactive advisory services that identify growth opportunities and operational improvements.
Tax Services
Our professionals deliver federal and state tax preparation alongside strategic planning for individuals and corporations. We specialize in business succession strategies, estate tax mitigation, and retirement plan optimization. Continuous monitoring of regulatory changes ensures clients maximize available deductions while maintaining full compliance.
Financial Planning
Personalized financial strategies address investment decisions, risk management, and estate planning needs. We develop customized roadmaps for asset preservation and tax-efficient transfers. Our approach integrates cash flow analysis with long-term wealth goals for high-net-worth individuals and families.
Management Consulting
We help organizations develop strategic initiatives including process optimization and change management frameworks. Our consultants deliver operational assessments and transformation planning with measurable implementation milestones. Clients gain actionable insights to enhance decision-making and competitive positioning.
Auditing Services
We conduct thorough examinations of financial statements to produce independent opinions on accuracy and compliance. Our audit process includes internal control evaluations and budget forecasting analysis. Businesses receive assurance that their financial reporting meets regulatory standards while identifying areas for improvement.
People
Rocco Caputo
Partner
With a career spanning three decades, Mr. Caputo leads the firm's strategic direction while maintaining direct client relationships. His expertise in complex tax structures and business advisory services has driven the firm's growth since its founding in 1991.
Michael Mastrogiacomo
Partner
Specializing in audit services and regulatory compliance, Mr. Mastrogiacomo oversees quality control for financial statement examinations. He brings extensive experience in public accounting standards and customized reporting solutions for diverse business entities.
S. Joseph Pennino
Senior Accountant
As an Enrolled Agent, Mr. Pennino focuses on tax preparation and planning for individuals and small businesses. He provides ongoing compliance support while developing specialized strategies for tax-efficient business operations.
Anna Kielbasa
Certified Public Accountant
Ms. Kielbasa manages audit engagements and financial reporting for corporate clients. She specializes in GAAP compliance and internal control assessments for mid-sized businesses seeking improved financial transparency.
Michael Angelo
Certified Public Accountant
Mr. Angelo directs the firm's consulting practice, focusing on business process optimization and strategic planning. He develops customized financial systems and advises on operational efficiency improvements for growing organizations.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle bookkeeping, payroll processing, financial statement preparation, and tax compliance specifically tailored for small businesses.
Do you handle tax planning for high-net-worth individuals?
Yes, our firm specializes in estate tax planning, investment strategy analysis, and wealth preservation techniques for affluent clients.
Are you qualified to perform audit services?
Our CPAs hold active memberships in professional organizations and maintain peer-reviewed auditing standards for financial statement examinations.
What strategic planning services are available?
We offer business succession planning, organizational transformation consulting, and operational efficiency assessments to support long-term growth.
How quickly can I expect responses to urgent inquiries?
Our staff prioritizes timely communication with dedicated points of contact for immediate financial concerns.
What areas do you serve besides Rye Brook?
We primarily serve clients throughout Westchester County and surrounding New York regions with flexible virtual consulting options.
