Business Details
Trusted Accounting and Tax Services in Westbury, NY
Marshall & Moss has been a trusted name in accounting and consulting for over four decades, specializing in tailored solutions for labor organizations and multiemployer benefit plans. Our team of certified public accountants combines deep industry expertise with a commitment to understanding each client's unique financial landscape, ensuring precise and ethical service delivery. We pride ourselves on maintaining the highest standards of professionalism while offering comprehensive services including auditing, tax planning, incorporation, and strategic consulting. With offices in New York City, Long Island City, and Westbury, we provide personalized attention to clients across diverse sectors.Our proactive approach to tax planning and compliance helps individuals and businesses navigate complex regulations while maximizing financial success. Backed by memberships in prestigious organizations like the AICPA and NYSSCPA, we continuously invest in professional development to stay ahead of evolving industry standards. By focusing on long-term client relationships, we deliver actionable insights that drive growth and stability in both personal and organizational financial management.
Services
Accounting Services
Tax Services
Tax Planning
Incorporation Services
Consulting Services
Highlights and features
- We offer 40+ years of specialized experience in multiemployer benefit plan accounting.
- Our team includes CPAs with combined industry expertise exceeding 57 years.
- We provide customized financial solutions aligned with individual and business goals.
- Our proactive tax planning minimizes liabilities under evolving federal/state regulations.
- We maintain rigorous quality standards through AICPA peer review participation.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- New York State Society of Certified Public Accountants (NYSSCPA)
Services
Accounting Services
Our accounting services encompass audits, reviews, and compilations of financial statements tailored to labor organizations and businesses. We provide CFO/Controller outsourcing, internal control assessments, and cash flow forecasting to support strategic decision-making. Our team ensures accurate financial reporting aligned with regulatory requirements while offering insights for operational growth.
Tax Services
We deliver comprehensive tax services including return preparation, planning, and representation for individuals and businesses. Our CPAs specialize in minimizing tax liabilities through proactive strategies while ensuring compliance with evolving federal and state regulations. Services cover corporate, partnership, estate, and nonprofit tax requirements with year-round support.
Tax Planning
Our tax planning focuses on long-term wealth preservation through strategic analysis of income, estate, and international tax implications. We develop customized plans to reduce tax burdens for businesses and high-net-worth individuals while maintaining compliance with regulatory frameworks across multiple jurisdictions.
Incorporation Services
We guide clients through entity selection and formation for LLCs, S-Corps, C-Corps, and nonprofits. Services include document preparation, EIN registration, and compliance support to establish businesses properly. Our team also assists with ongoing licensing and state filing requirements for existing companies.
Consulting Services
Our consulting services address financial strategy, mergers & acquisitions, and operational efficiency for organizations. We provide forensic audits, payroll compliance reviews, and succession planning to help clients achieve short- and long-term objectives through data-driven recommendations and industry expertise.
People
Frederick Moss
CPA
Frederick Moss brings decades of accounting expertise to Marshall & Moss, specializing in multiemployer benefit plan audits and financial strategy for labor organizations.
Dennis Munch
CPA
Dennis Munch contributes extensive experience in tax compliance and consulting services, helping clients navigate complex federal and state tax regulations effectively.
Patrick Moss
CPA
Patrick Moss focuses on accounting and advisory services for businesses, combining technical proficiency with strategic insights to optimize client financial outcomes.
Questions
What accounting services does Marshall & Moss offer?
We provide auditing, bookkeeping, financial reporting, internal control analysis, and CFO/Controller outsourcing services tailored to labor organizations and businesses.
Do you specialize in tax planning for specific industries?
Yes, we specialize in tax planning for multiemployer benefit plans, corporations, partnerships, and high-net-worth individuals with complex financial structures.
How do you ensure compliance with changing tax laws?
Our CPAs maintain annual continuing education requirements and use advanced software to track federal, state, and international tax regulation changes affecting clients.
What incorporation services are available?
We assist with LLC, S-Corp, C-Corp, and nonprofit formations including document preparation, EIN registration, and ongoing compliance support.
