Business Details
42 Years
experience
Your Trusted Partner for Accounting and Financial Planning Solutions
Kutz & Company & Company has been delivering personalized financial guidance to individuals and businesses for over three decades. Our expertise spans tax management, accounting services, investment planning, estate strategies, and comprehensive financial solutions tailored to meet evolving client needs. With a team of seasoned professionals, we combine deep industry knowledge with a commitment to professionalism, responsiveness, and quality, ensuring clients receive meticulous attention and strategic support.Our dedication to staying current with regulatory changes allows us to optimize opportunities in tax laws while maintaining transparency and ethical standards. By prioritizing client relationships and leveraging decades of collective experience, we empower clients to achieve financial clarity and long-term success.
Services
Tax Preparation
Investment Management
Accounting Services
QuickBooks Help
Financial Planning
Estate Planning
Bookkeeping
IRS Representation
Financial Projections
Reviews and Compilation
Details
- Year established: 1984
Highlights and features
- We offer over 30 years of experience in accounting and financial planning.
- Our team includes Certified Public Accountants and Certified Financial Planners.
- We provide personalized service tailored to individual and business needs.
- Our IRS representation ensures expert support during audits.
- Comprehensive services spanning tax, investment, and estate planning.
Associations and certifications
- Registered Investment Advisor with the U.S. Securities and Exchange Commission
What people say
Professional and friendly service
Knowledgeable and responsive
Highly recommend
Expertise in tax laws
Personalized financial guidance
Services
Tax Preparation
Our tax preparation services combine deep expertise with personalized attention to minimize liabilities and maximize refunds. We stay current with evolving tax laws to ensure compliance while optimizing deductions and credits. Clients benefit from ongoing support, including IRS representation for audits or disputes.
Investment Management
We create customized investment portfolios aligned with your risk tolerance and long-term goals. Our strategies focus on tax-efficient growth, asset allocation, and performance monitoring to help clients achieve financial milestones while maintaining liquidity.
Accounting Services
From startups to established businesses, we provide accurate bookkeeping, financial statement preparation, and system setup. Our services ensure reliable record-keeping, tax compliance, and strategic advice for cost management and business growth.
Estate Planning
We help clients navigate complex estate and trust planning to secure their legacy. Our services include tax-efficient asset transfer strategies, wills, trusts, and succession planning to minimize liabilities and ensure smooth transitions for beneficiaries.
IRS Representation
Our team advocates for clients during IRS audits, leveraging decades of experience to resolve disputes efficiently. We handle communications, documentation, and negotiations to reduce stress and ensure compliance with tax regulations.
People
Andrew B. Kutz
CPA, CFP
Andrew Kutz & Company & Company founded the firm in 1984 after graduating from Hofstra University. With over 30 years in Great Neck, he specializes in tax, estate planning, and client-focused financial solutions.
Paul J. Kutz
CPA, CFP
Paul Kutz & Company & Company, co-founder, graduated from Holy Cross in 1990 and joined the firm until his passing in 2022. His legacy continues through the firm's commitment to excellence and client care.
Chaim Deutsch
CPA, CFP
Chaim Deutsch specializes in tax and estate planning, bringing expertise in investment management since joining the firm in 2007. He holds advanced certifications in financial planning and accounting.
Sonia Cohen
Accountant
Sonia Cohen graduated from SUNY Polytechnic in 2022 and is pursuing a master's degree. She contributes to client services with her growing expertise in accounting and financial operations.
Questions
What services does Kutz & Company & Company & Company offer?
We provide tax preparation, investment management, accounting, estate planning, IRS representation, and financial consulting for individuals and businesses.
Do you represent clients during IRS audits?
Yes, we offer professional IRS representation to guide clients through audit processes with federal and state agencies.
How do you tailor financial plans to individual needs?
We assess your risk tolerance, goals, and financial situation to create customized strategies for retirement, investments, and estate planning.
Are your advisors certified professionals?
Our team includes Certified Public Accountants (CPAs) and Certified Financial Planners (CFPs) with decades of combined experience.
Can you assist with QuickBooks accounting?
Yes, we offer QuickBooks review services to ensure accurate financial reporting and system optimization for businesses.
