Business Details
Your Trusted Accounting Partner in Melville, NY
For over four decades, our firm has provided comprehensive accounting and tax solutions to individuals, businesses, and foundations across Long Island and the tri-state area. Our team combines deep expertise in domestic and international taxation, management advisory services, and regulatory compliance with a commitment to personalized client relationships. We proactively engage with clients beyond traditional audit and tax preparation periods, ensuring a thorough understanding of their operations and anticipating challenges.Our services span tax planning, business accounting, payroll solutions, and QuickBooks support, tailored to meet the unique needs of diverse industries including healthcare, real estate, entertainment, and professional practices. With a focus on accuracy, discretion, and client education, we empower businesses to optimize financial performance while providing individuals with strategic wealth management guidance.
Services
Tax Preparation
Payroll Services
QuickBooks Setup
Audits & Reviews
Business Consulting
IRS Representation
Financial Planning
Accounting Systems
Tax Problem Resolution
Estate Planning
Highlights and features
- We offer 40+ years of experience in accounting and tax services across diverse industries.
- Our team provides personalized QuickBooks setup and training for small businesses.
- We specialize in IRS audit representation and tax problem resolution.
- Our proactive approach includes monthly accounting and payroll management services.
- We maintain deep expertise in both domestic and international tax regulations.
Services
Tax Preparation
Our comprehensive tax preparation services ensure accurate and timely filing for individuals and businesses. We specialize in complex tax situations, international tax compliance, and strategic planning to minimize liabilities. Our team stays current with evolving regulations to maximize deductions and credits while maintaining full compliance with federal, state, and local requirements.
Payroll Services
We provide end-to-end payroll solutions including tax calculations, direct deposits, and regulatory reporting. Our services ensure compliance with changing labor laws while saving business owners significant time. We offer customizable options from full-service processing to after-the-fact reporting and online payroll management systems.
QuickBooks Setup
Our QuickBooks experts handle complete software setup, chart of accounts creation, and data migration. We provide tailored training and ongoing support to ensure optimal use of QuickBooks features. Our services help businesses transition smoothly from manual systems while maintaining financial data integrity throughout the implementation process.
Audits & Reviews
We conduct thorough financial audits and reviews to ensure regulatory compliance and accurate financial reporting. Our services include internal control assessments, fraud detection, and preparation of financial statements. We help businesses maintain transparency and build trust with stakeholders through rigorous examination of accounting practices and documentation.
IRS Representation
Our firm provides expert representation during IRS and state tax audits. We handle all communication, documentation submission, and negotiations with tax authorities. With extensive experience in resolving tax liens, levies, and payment plans, we work to achieve favorable outcomes while protecting clients' interests throughout the audit process.
People
Broder, Scott CPA
President
With 40+ years of experience, Broder, Scott CPA is a CPA licensed in New York and Florida. He specializes in tax strategy, corporate consolidations, and IRS representation. Holding an MBA in finance, he serves as outsourced CFO for multiple clients and has led mergers of accounting firms.
Lori L. Donahue
Director of Administration
Lori Donahue brings 30+ years of accounting expertise, specializing in payroll tax returns and income tax preparation. A QuickBooks Online ProAdvisor, she manages client data organization and electronic filing while maintaining strong community involvement through school volunteer work.
Questions
What tax services do you offer for small businesses?
We provide comprehensive tax services including preparation, planning, and audit representation. Our team handles complex tax situations, international tax compliance, and strategic planning to minimize liabilities while ensuring regulatory adherence.
How can your payroll services benefit my business?
Our payroll solutions save time through automated processing, tax calculations, and regulatory reporting. We offer flexible options from full-service management to online systems, ensuring compliance with labor laws while reducing administrative burdens.
Do you offer QuickBooks training and support?
Yes, we provide QuickBooks setup, customization, and training tailored to your business needs. Our experts ensure proper implementation and ongoing support to help you maximize the software's capabilities for efficient financial management.
What should I do if I receive an IRS audit notice?
Contact us immediately. We'll handle all aspects of the audit process, including documentation preparation, communication with the IRS, and representation during proceedings. Our goal is to resolve issues efficiently while protecting your interests throughout the audit.
How do you help with financial planning for individuals?
We offer personalized financial planning focusing on risk management, wealth growth, and long-term security. Our services include retirement planning, estate strategies, and tax-efficient investment approaches tailored to your specific goals and circumstances.
