Caputo & Associates CPAs PC

Caputo & Associates CPAs, P.C., established in 1991 and located in Rye Brook, New York, has built a steadfast reputation for providing exceptional accounting, auditing, consulting, and tax services. Our dedication to personalized client service, professional integrity, and timely, high-quality deliverables has been the cornerstone of our success. We believe that building strong, long-lasting relationships with our clients is paramount. As a result, the majority of our new business comes from referrals - a testament to the trust and satisfaction we cultivate with our clientele.

Our Services

At Caputo & Associates, we offer a comprehensive suite of services tailored to meet the diverse needs of individuals, small and large businesses, trusts, estates, and other entities.

Small Business Accounting Services

Serving small, closely held businesses is the heart of our practice. We understand the unique challenges and demands faced by these enterprises and provide personalized bookkeeping and accounting solutions designed to support their growth and success. Our small business accounting services encompass:

• General ledger review and posting: Maintaining accurate and up-to-date financial records is essential for informed decision-making.
• Monthly bank reconciliation: Ensuring the accuracy of your financial statements and identifying potential discrepancies.
• Payroll preparation and payroll tax preparation: Streamlining your payroll process and ensuring compliance with all applicable tax regulations.
• Sales and use tax preparation: Managing your sales taxes efficiently and accurately to minimize any potential liabilities.

Auditing and Accounting Services

We offer a full range of audit and accounting services to corporations, partnerships, non-profit organizations, and other types of entities. Our expertise includes:

• Financial statement audits: Providing an independent and objective opinion on the fairness of your financial statements in accordance with Generally Accepted Accounting Principles (GAAP).
• Review engagements: Offering a less formal level of assurance than an audit, suitable for organizations with less complex operations.
• Compilation engagements: Preparing financial statements based on client-supplied information, without providing an opinion on their accuracy.

Tax Services

Navigating the complex world of taxation can be daunting. Our team of experienced tax professionals provides comprehensive tax planning, preparation, and consulting services to individuals and businesses of all sizes. We can assist with:

• Individual income tax return preparation: Maximizing deductions and credits to minimize your tax liability.
• Corporate income tax return preparation: Ensuring compliance with federal, state, and local tax regulations.
• Sales and use tax compliance: Helping you understand and comply with sales tax laws in your jurisdiction.
• Estate and trust tax planning: Minimizing estate taxes and ensuring the smooth transfer of assets to your beneficiaries.

Management Consulting Services

Beyond our core accounting and tax services, we offer strategic advice and guidance to help our clients make sound business decisions. Our management consulting services encompass:

• Business planning and strategic planning: Developing comprehensive plans to guide your business growth and achieve your goals.
• Operational efficiency analysis: Identifying areas for improvement in your operations to enhance productivity and reduce costs.
• Financial forecasting and analysis: Providing insights into future financial performance to support informed decision-making.

Personal Financial Planning

We understand that financial well-being extends beyond business success. We offer personalized financial planning services to individuals seeking to:

• Develop a comprehensive financial plan: Defining your financial goals and creating a roadmap to achieve them.
• Manage investments: Diversifying your portfolio and maximizing returns based on your risk tolerance and investment horizon.
• Plan for retirement: Developing a retirement plan that ensures financial security in your golden years.

High Net Worth Individuals

We cater to the unique needs of high net worth individuals with a tailored approach to financial planning, investment management, and tax mitigation strategies.