Business Details
Certified Accounting & Valuation Services
We are a firm of certified public accountants, certified valuation analysts, and advisors dedicated to delivering the highest quality of service to our clients. Our expertise spans accounting, tax planning and compliance, personal financial and estate planning, business planning, business valuations, litigation support, and IRS representation. With over 30 years of experience, our team has developed a deep understanding of our clients' organizations and individual needs, allowing us to provide tailored solutions. Our professionals hold certifications such as CPA and CVA, and we maintain active memberships in prestigious organizations like the American Institute of CPAs and the National Association of Certified Valuators and Analysts.We combine technical proficiency with a commitment to personalized service, ensuring our clients receive accurate, reliable, and actionable financial guidance. Our litigation support services include court-appointed expert testimony in business valuations and forensic accounting, while our tax planning strategies leverage the latest legislative changes to optimize client outcomes. We serve individuals and businesses across New York State, emphasizing transparency, ethical standards, and long-term client relationships.
Services
Tax Planning
Business Valuations
Litigation Support
Forensic Accounting
Estate Planning
Retirement Planning
Payroll Services
Financial Forecasting
IRS Representation
QuickBooks Advisory
Highlights and features
- We offer over 30 years of experience in accounting and litigation support services.
- Our team includes CPA and CVA-certified professionals with court-appointed expert testimony experience.
- We provide tailored financial planning solutions for individual and business client needs.
- Our litigation support services address complex matrimonial and business valuation disputes.
- We maintain active memberships in leading professional organizations like AICPA and NACVA.
Associations and certifications
- Certified QuickBooks Pro Advisor
Services
Business Valuations
We prepare detailed business valuation reports for mergers, acquisitions, litigation, and tax purposes. Our certified valuation analysts use industry-standard methodologies to determine accurate business worth. Clients receive comprehensive documentation for legal proceedings, shareholder agreements, and succession planning.
Litigation Support
Our litigation support services include forensic accounting, expert witness testimony, and financial analysis for legal cases. We assist attorneys with discovery demands, deposition exhibits, and asset tracing in divorce and business disputes.
Tax Representation
We represent clients before the IRS and state tax authorities for audits, collections, and compliance issues. Our team develops strategic solutions to resolve tax liabilities while minimizing penalties and interest.
Estate Planning
Our estate planning services focus on tax-efficient asset transfer, trust creation, and succession strategies. We help clients protect inheritances, provide for surviving spouses, and reduce estate tax burdens through customized plans.
Forensic Accounting
We conduct forensic accounting investigations to uncover fraud, asset dissipation, and financial discrepancies. Our services include embezzlement detection, internal control assessments, and expert court testimony for civil and criminal cases.
People
Richard T. Ranucci
Partner in Charge of Valuation and Litigation Support Services
CPA and CVA-certified accountant with over 30 years of experience in litigation support, business valuations, and forensic accounting. Appointed as court expert in numerous New York State cases.
Ann E. Schenk
Partner
Certified Public Accountant specializing in tax planning, financial statement reviews, and corporate accounting services for small businesses and individuals across New York State.
Kari M. Dalton
Certified Public Accountant and Certified Valuation Analyst
Matrimonial litigation specialist with expertise in calculating income for support purposes, business valuations, and collaborative family law financial analysis since 2008.
Nicholas J. Mirizio
Certified Valuation Analyst
Experienced in business valuation and forensic accounting services, providing litigation support and financial analysis for complex legal cases and corporate clients.
Elena M. Dabrowski
Certified Public Accountant
Specializes in tax compliance, financial planning, and accounting services for individuals and businesses, with a focus on accurate reporting and strategic tax-saving solutions.
Questions
What accounting services do you offer?
We provide general ledger preparation, bookkeeping, payroll services, business tax returns, financial statements, and accounting system setup for new businesses.
Do you handle business valuations for legal cases?
Yes, we prepare detailed valuation reports for shareholder disputes, divorce proceedings, and litigation cases, including court-appointed expert testimony.
Can you assist with tax representation?
Our firm represents clients before the IRS and state tax authorities, resolving audits, collections, and compliance issues with proven strategies.
What litigation support services are available?
We offer forensic accounting, lifestyle analysis, asset tracing, and expert witness testimony for matrimonial and business litigation matters.
Do you provide personal financial planning?
Yes, we help clients with estate planning, retirement strategies, investment reviews, and cash flow analysis to achieve long-term financial goals.
Are you certified QuickBooks advisors?
As Certified QuickBooks Pro Advisors, we offer software setup, training, and reporting solutions to streamline business accounting processes.
