Business Details
Trusted Accounting and Tax Services in New York
Marc B Freedman CPAs, LLP and Marc B. Freedman, Certified Public Accountant, P.C. have served as trusted advisors to family-owned businesses and nonprofit organizations since our founding. Our firm combines decades of accounting expertise with cutting-edge technology to deliver personalized financial solutions tailored to each client's unique needs. We specialize in accounting, tax compliance, financial planning, and management advisory services for businesses with revenues between $5 million and $50 million. Our team's deep understanding of both technical accounting standards and practical business operations enables us to provide actionable insights that drive growth and operational efficiency. We maintain rigorous professional standards while leveraging secure cloud-based platforms that allow clients 24/7 access to critical financial documents.Our commitment to building long-term relationships ensures clients receive consistent, high-quality service from professionals who understand their specific industry challenges. We differentiate ourselves through our ability to act as both accountant and strategic business partner, offering guidance on tax implications, estate planning, and technology infrastructure decisions. Our focus on continuous improvement means we regularly update our methodologies to reflect evolving tax codes and industry best practices. This dedication to excellence has made us the primary source of financial counsel for clients across the Northeast and throughout the United States. Our New York-based team remains accessible and responsive, ensuring every client receives the individual attention necessary to achieve their financial objectives.
Services
Accounting Services
Tax Preparation
Financial Planning
Management Advisory
Client Portals
Highlights and features
- We provide personalized accounting services tailored to family-owned businesses
- Our cloud-based technology ensures secure 24/7 client access to financial documents
- We serve clients across multiple states with local market expertise
- Our team combines technical accounting expertise with strategic business advisory skills
- We maintain continuous compliance with evolving tax regulations and standards
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
Services
Accounting Services
We provide comprehensive accounting solutions including financial statement preparation, payroll processing, and general ledger maintenance. Our services ensure accurate financial records that comply with regulatory requirements while providing actionable business insights. Our team works closely with clients to maintain organized financial documentation throughout the year.
Tax Preparation
Our tax services include individual and corporate tax return preparation, tax planning, and compliance consulting. We help clients navigate complex tax codes while identifying legitimate deductions and credits to minimize tax liabilities. Our expertise covers federal, state, and local tax requirements for businesses operating across multiple jurisdictions.
Financial Planning
We offer strategic financial planning services covering estate planning, retirement strategies, and business succession planning. Our advisors help clients create comprehensive financial roadmaps aligned with their personal and business goals. We focus on long-term financial stability through customized planning approaches tailored to each client's unique circumstances.
Management Advisory
Our advisory services include operational analysis, budgeting, and strategic business consulting. We help clients improve financial performance through data-driven recommendations on cost management, process optimization, and growth strategies. Our consultants provide ongoing support for critical business decisions affecting long-term success.
Client Portals
We provide secure online portals for document sharing, tax return access, and real-time financial information exchange. Our cloud-based system uses bank-level encryption to protect sensitive data while enabling convenient 24/7 access. Clients can securely upload documents, review financial statements, and communicate with our team through these intuitive digital platforms.
Questions
What accounting services do you offer?
We provide full-service accounting, including bookkeeping, financial statement preparation, and payroll processing for businesses of all sizes.
Do you specialize in any particular industries?
We focus on serving family-owned businesses and nonprofit organizations across various sectors including real estate, healthcare, and professional services.
How do you handle tax compliance for multi-state businesses?
Our team has extensive experience managing complex state tax requirements and can coordinate filings across all jurisdictions where our clients operate.
What technology platforms do you use?
We utilize secure cloud-based accounting systems that allow clients to access documents 24/7 through personalized portals with bank-level encryption.
Can you assist with business succession planning?
Yes, we provide comprehensive succession planning services including estate tax considerations and transition strategy development for family-owned businesses.
How do you ensure client confidentiality?
We maintain strict data security protocols with encrypted file transfers, secure document storage, and regular system audits to protect client information.
