Business Details
33 Years
experience
Your Trusted Partner for Accounting & Tax Services
Since 1993, our firm has provided comprehensive accounting and tax services to individuals and businesses across New York. As a licensed CPA practice, we combine technical expertise with personalized attention to help clients navigate complex financial matters. Our team specializes in tax preparation and planning, bookkeeping, payroll services, and QuickBooks consulting while maintaining deep familiarity with IRS compliance and multi-state tax requirements.We prioritize understanding each client's unique needs through direct consultation and deliver tailored solutions that support long-term financial success. Our credentials include membership in the American Institute of CPAs and New York State Society of CPAs, reflecting our commitment to professional excellence.
Services
Tax Preparation
Bookkeeping
Payroll Services
Financial Planning
IRS Representation
Details
- Year established: 1993
Highlights and features
- We offer over 30 years of accounting experience in New York
- Our team provides personalized client-focused service
- Certified QuickBooks Pro Advisors for efficient solutions
- Expertise in resolving IRS and tax-related identity theft issues
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, including multi-state returns and specialized tax planning strategies. Our team stays current with evolving tax codes to ensure compliance while maximizing deductions. Clients receive personalized guidance to navigate complex filings and minimize liabilities.
Bookkeeping
Our bookkeeping services maintain accurate financial records through systematic transaction tracking and reporting. We implement tailored systems that integrate with QuickBooks software for real-time financial visibility. This foundational service supports informed business decisions and smooth year-end tax processes.
IRS Representation
We assist clients facing IRS audits or tax-related identity theft issues with professional representation and resolution strategies. Our expertise includes negotiating payment plans and correcting fraudulent filings. We guide clients through compliance requirements while protecting their interests throughout the process.
Financial Planning
Our financial planning services cover retirement strategies, 401(k) plans, and personal financial statements to help clients achieve long-term goals. We analyze current financial positions to develop customized roadmaps that address tax implications and optimize investment approaches.
QuickBooks Consulting
As certified QuickBooks Pro Advisors, we help businesses implement and optimize accounting software solutions. Our services include system setup, employee training, and process automation to improve financial efficiency. We ensure accurate tracking of income, expenses, and payroll functions.
People
Ali C. Kurtmer
Certified Public Accountant
Ali C. Kurtmer established the firm in 1993, bringing decades of accounting expertise to New York clients. He specializes in tax strategy, IRS compliance, and business financial systems while maintaining a client-centered approach to personalized service.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statements, and tax compliance services tailored to small business needs.
How do you handle multi-state tax filings?
Our team prepares and files tax returns across multiple states while implementing strategies to minimize cross-state tax liabilities.
Can you help with QuickBooks setup and training?
Yes, we offer QuickBooks implementation, system customization, and staff training for efficient accounting operations.
What experience do you have with IRS audits?
We represent clients during IRS audits and provide documentation support to resolve tax disputes effectively.
Do you assist with business startup accounting?
We help new businesses establish accounting systems, choose appropriate structures, and implement financial tracking processes.
