Business Details
Expert Accounting and Tax Services in New York
We are a full-service accounting firm dedicated to providing comprehensive financial solutions for individuals and businesses. With over 25 years of combined experience, our team of certified professionals specializes in small business accounting, tax preparation, financial planning, and estate planning. Our mission is to help clients maintain financial viability today while proactively addressing future goals through personalized service and strategic analysis.We adhere to three core principles: professionalism, responsiveness, and quality, ensuring every client receives tailored attention and expert guidance. Our extensive knowledge of evolving tax laws enables us to minimize liabilities and optimize financial outcomes for our clients.
Services
Small Business Accounting
Personal Financial Planning
Tax Preparation Services
Estate Planning
Business Tax Services
Retirement Planning
IRS Problem Resolution
Financial Consulting
Record Retention Guidelines
Tax Due Date Tracking
Highlights and features
- We combine over 25 years of experience with continuous professional development to stay current on tax law changes.
- Our personalized approach ensures tailored financial solutions for each client's unique circumstances.
- Specialized expertise in small business accounting and complex tax planning strategies.
- Dedicated to responsive service with a proven track record of client satisfaction.
- Leverage relationships with financial professionals to deliver comprehensive wealth management solutions.
Services
Small Business Accounting
Our small business accounting services include financial statement preparation, cash flow analysis, and strategic tax planning. We handle monthly bookkeeping, payroll processing, and business tax returns while providing insights to improve profitability. This allows business owners to focus on core operations with confidence in their financial management.
Tax Preparation Services
We offer comprehensive tax preparation for individuals and businesses, maximizing deductions while ensuring compliance. Our services include estimated tax calculations, electronic filing, deadline tracking, and tax planning strategies to minimize liabilities. We maintain expertise in current tax codes to provide accurate, time-sensitive solutions for all client needs.
Estate Planning
Our estate planning services focus on creating customized strategies for wealth preservation and transfer. We guide clients through establishing wills, trusts, and tax-efficient inheritance plans while coordinating with legal professionals. This ensures asset protection according to clients' wishes while minimizing estate tax burdens for future generations.
Financial Planning
We develop personalized financial plans addressing retirement goals, risk management, and investment strategies. Our planning considers tax implications, family needs, and long-term objectives. We collaborate with investment advisors to provide integrated solutions that help clients achieve financial independence through structured wealth accumulation and protection strategies.
IRS Problem Resolution
We assist clients with tax controversy matters including audit representation and collections issues. Our services involve negotiating payment plans, resolving lien situations, and communicating directly with tax authorities. We leverage our technical expertise to address compliance matters efficiently while protecting clients' interests throughout the resolution process.
People
Gail F. Muller
CPA & Partner
Gail F. Muller, CPA, brings over 25 years of accounting expertise to CFM Certified Public Accountants. Specializing in small business accounting and tax strategy, she focuses on delivering personalized financial solutions while maintaining rigorous professional standards and exceptional client service.
Michela E. Ciminera-Fini
CPA & Partner
Michela E. Ciminera-Fini, CPA, contributes extensive experience in individual and business tax planning. With a commitment to client education and financial strategy, she helps individuals and businesses navigate complex tax matters while maintaining proactive wealth management approaches.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive small business accounting including bookkeeping, financial statement preparation, payroll tax returns, profit analysis, and strategic tax planning to optimize cash flow.
Do you handle both individual and business tax preparation?
Yes, we offer complete tax services for both individuals and businesses, including federal and state tax preparation, estimated tax calculations, and deadline management to prevent penalties.
Can you assist with retirement and estate planning?
We specialize in retirement planning strategies and comprehensive estate planning, helping clients establish tax-efficient wealth transfer plans that align with their financial goals and family needs.
How do you stay current with changing tax regulations?
Our CPAs maintain professional certifications through continuing education programs focused on tax law updates and accounting standards to ensure accurate, up-to-date advice.
What sets your firm apart from other accounting services?
We combine technical expertise with personalized service, offering dedicated attention to each client's unique circumstances while maintaining rigorous professional standards and responsiveness.
