Business Details
42 Years
experience
Your Trusted Accounting Partner in Suffern, NY
Berard & Associates CPA's has been serving clients across New York for over 30 years, delivering comprehensive accounting, tax, and audit solutions. Our team of certified professionals combines decades of experience with a commitment to personalized service, ensuring businesses, individuals, nonprofits, and government entities receive tailored financial guidance. We prioritize close client relationships, leveraging our expertise in tax planning, payroll management, and succession planning to support long-term financial success.With a focus on accuracy, compliance, and strategic insight, we empower clients to navigate complex financial landscapes with confidence. Our dedication to community involvement and professional excellence underscores our reputation as a trusted partner in financial solutions.
Services
Tax Preparation
Tax Planning
Small Business Accounting
Payroll Services
Succession Planning
Financial Statement Preparation
Audits
Reviews
Compilations
Nonprofit Accounting
Details
- Year established: 1984
Highlights and features
- We offer over 30 years of experience in accounting services across New York.
- Our team provides personalized attention to each client's unique financial needs.
- We specialize in tax planning, payroll solutions, and nonprofit accounting expertise.
- Our CPAs hold memberships in leading professional organizations like AICPA and NYSSCPA.
- We guarantee accurate tax preparation and compliance with federal and state regulations.
Services
Tax Preparation
We prepare and review tax returns for individuals, businesses, and nonprofits, ensuring compliance with federal and state regulations. Our team identifies eligible deductions to maximize refunds while maintaining accuracy. With expertise in complex tax scenarios, we simplify the filing process for clients, allowing them to focus on their goals without compliance concerns.
Payroll Services
Our payroll solutions handle tax reporting, direct deposits, and regulatory compliance for small businesses. We offer comprehensive, after-the-fact, and online payroll options to suit varying needs. By outsourcing payroll, clients reduce administrative burdens and avoid costly errors, ensuring timely and accurate employee payments and tax filings.
Small Business Accounting
We manage monthly or quarterly bookkeeping tasks, including bank reconciliations, income statements, and balance sheets. Clients receive clean financial records and consultations to interpret data, enabling informed business decisions. This service forms a foundation for strategic financial planning and growth-focused operations.
Succession Planning
We assist family-owned businesses in creating succession plans to ensure smooth ownership transfers. Our services include business valuation, tax minimization strategies, and family mediation to address emotional and financial complexities. This ensures long-term sustainability and equitable asset distribution across generations.
Audits
We conduct audits and reviews for nonprofits, government entities, and employee benefit plans, ensuring adherence to accounting standards. Our team provides detailed financial assessments, compliance checks, and reporting to enhance transparency. Clients gain actionable insights to improve financial health and regulatory compliance.
People
Donalee Berard
Senior Partner
Licensed CPA in NY, NJ, and PA with over 30 years of experience. Specializes in accounting for individuals, businesses, and nonprofits. Active in Suffern Rotary Club and local charities.
George Morfogen
Partner
CPA with expertise in nonprofit audits and data analytics. Former KPMG auditor and Fordham University graduate. Volunteers at Greek Orthodox Church festivals.
Joann Arendes
Director
CPA with 30+ years in auditing, including roles at NYC Comptroller's Office and Deloitte. Specializes in nonprofit and government audits, pension plans, and financial reporting.
Kevin Cramsie
Director
Enrolled Agent with IRS and outsourced accounting specialist. Manages tax and accounting services for small businesses. Volunteer trail maintainer and sports enthusiast.
Michael Rockefeller
CPA
Auditor focusing on nonprofits and government entities. Experienced in corporate tax preparation and accounting for construction and wholesale industries. Golf and sports enthusiast.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, tax planning, and financial statement preparation tailored to small businesses' needs.
How can succession planning benefit my family-owned business?
Our succession planning ensures smooth ownership transitions, minimizes taxes, and addresses family dynamics to preserve business legacy.
Do you specialize in nonprofit accounting?
Yes, we offer audits, tax preparation, and compliance guidance specifically for nonprofit organizations and government entities.
What payroll solutions are available?
We offer comprehensive, after-the-fact, and online payroll options with tax reporting and direct deposit services.
How do you handle tax planning for individuals?
We analyze deductions, optimize tax strategies, and ensure compliance to minimize liability while maximizing refunds.
