Business Details
50+ Years
experience
Your Trusted Accountants in the Tri-State Area
Spitzkoff & Associates has been delivering comprehensive tax, bookkeeping, and business advisory services to small and medium-sized enterprises and individuals since 1968. Our team of licensed tax preparers specializes in designing customized financial systems tailored to meet the unique needs of each client. Through strategic partnerships with financial advisors, insurance professionals, and attorneys, we provide holistic solutions for tax planning, estate management, and elder care strategies. Our commitment to maintaining close, personal relationships with clients ensures that we deliver targeted, effective services aligned with evolving business and personal financial goals.We offer year-round tax planning to minimize liabilities and represent clients before the IRS and state tax agencies when needed. Our expertise extends to compliance requirements for cooperatives, condominiums, and nonprofit organizations, with a focus on adapting to regulatory changes that impact our clients. We prepare financial statements in accordance with Generally Accepted Accounting Principles and provide specialized Medicaid planning services, leveraging decades of experience in healthcare finance and regulatory compliance.
Services
Tax Preparation
Bookkeeping Services
Business Advisory
Estate Planning
Medicaid Consulting
Financial Statements
Tax Compliance
IRS Representation
Tax Planning
Nonprofit Accounting
Details
- Year established: 1968
Highlights and features
- We offer over 50 years of experience in tax and accounting services
- Our licensed professionals provide IRS and state tax agency representation
- Specialized compliance solutions for cooperatives and nonprofit organizations
- Integrated estate planning with legal and financial professionals
- Expert Medicaid planning services based on healthcare industry expertise
Services
Tax Preparation
We prepare corporate, individual, fiduciary, estate, and gift tax returns with meticulous attention to regulatory requirements. Our licensed professionals ensure accurate filings while identifying legitimate deductions to minimize tax liabilities. Clients receive year-round tax planning support to optimize their financial position.
Bookkeeping Services
Our comprehensive bookkeeping solutions maintain accurate financial records compliant with federal and state regulations. We manage payroll processing, asset tracking, and specialized accounting needs for cooperatives and nonprofit organizations. Regular updates keep clients informed about tax law changes affecting their operations.
Estate Planning
We develop customized estate plans in collaboration with legal professionals to protect assets and maximize inheritance for beneficiaries. Our services include tax-efficient wealth transfer strategies and Medicaid planning to address long-term care needs while preserving family assets.
Medicaid Consulting
Our Medicaid experts provide specialized consulting services for elder care planning, including nursing home cost management and eligibility optimization. We help navigate complex insurance options and regulatory requirements while protecting clients' financial interests through strategic planning.
Business Advisory
We offer tailored business advisory services covering tax strategy, compliance solutions, and financial planning. Our advisors help clients implement efficient accounting systems, maintain regulatory compliance, and make informed decisions through regular financial reporting and industry-specific insights.
People
Gerald Spitzkoff
Enrolled Agent
Gerald Spitzkoff brings extensive Medicaid auditing experience from his tenure at the NYS Department of Health and financial leadership background as CFO for multiple nursing homes. He specializes in healthcare regulations and elder care financial planning.
Questions
What accounting services do you offer for small businesses?
We provide full bookkeeping, tax preparation, financial statements, and compliance services tailored to small businesses' specific regulatory requirements.
Do you specialize in any particular industry sectors?
We have specialized expertise in cooperative and condominium accounting, nonprofit organizations, and healthcare-related Medicaid planning.
How do you help with estate tax planning?
We collaborate with legal professionals to create customized estate plans that maximize inheritance for beneficiaries while minimizing tax liabilities.
Can you assist with Medicaid eligibility planning?
Yes, our team offers specialized Medicaid consulting services, including asset protection strategies and nursing home cost management solutions.
What tax preparation services do you provide?
We prepare corporate, individual, fiduciary, estate, and gift tax returns, with ongoing tax planning to reduce annual liabilities.
