Business Details
34 Years
experience
Emergency
services
Expert Tax Resolution & Accounting Services
Since 1992, our firm has provided expert tax and accounting services to businesses and individuals. With over 25 years of experience as a Certified Public Accountant and a Master of Science in Taxation, I lead a practice dedicated to resolving complex tax matters while prioritizing client needs. Our services include tax planning, IRS audit representation, estate planning, and financial consulting for corporations, high-net-worth individuals, and nonprofit organizations. We maintain active involvement in professional tax committees and have earned recognition through leadership roles in the New York State Society of CPAs. Our approach combines technical expertise with personalized service to help clients navigate federal, state, and local tax regulations effectively.As demonstrated by client testimonials, we consistently deliver solutions that resolve tax issues while achieving significant financial savings. Our practice extends to multistate entities and specialized areas like divorce taxation and trust administration. Through memberships in organizations like the Women Economic Developers of Long Island and Rotary International, we uphold ethical standards and community engagement. The firm's longevity and professional accolades reflect our commitment to excellence in tax advisory services.
Services
Tax Consultation
Tax Planning
Tax Problem Resolution
IRS Audits
Estate Planning
Financial Planning
Trust Administration
Divorce Taxation
Details
- Year established: 1992
Highlights and features
- 25+ years of CPA experience with specialized tax expertise
- Proven success resolving IRS and NYS tax audits
- Active participation in IRS and NY State tax liaison committees
- Recipient of NYSSCPA Distinguished Service Award
- Master's degree in Taxation from LIU Post
Associations and certifications
- Certified Public Accountant (CPA)
- Master of Science in Taxation (MST)
What people say
Most professional
Knowledgeable person
Expertly guide
Monetary savings
Emotional support
Services
Tax Problem Resolution
Our tax problem resolution service addresses IRS and state tax controversies through strategic representation. We specialize in audit defense, penalty abatement, and negotiated settlements for individuals and businesses. With CPA credentials and tax litigation expertise, we minimize liabilities while ensuring compliance with federal and state regulations.
Estate Planning
Estate planning services create customized strategies for asset protection and tax-efficient wealth transfer. We develop wills, trusts, and guardianship arrangements while considering both federal estate tax implications and New York State requirements. Our approach balances legal compliance with family-specific needs.
IRS Audit Defense
IRS audit defense provides expert representation during tax examinations. We prepare documentation, coordinate responses, and negotiate outcomes for individual and business taxpayers. Our CPA experience with IRS procedures helps achieve favorable resolutions while protecting client interests throughout the audit process.
Financial Planning
Comprehensive financial planning integrates tax strategies with retirement and investment planning. We develop customized roadmaps for individuals and businesses considering cash flow, tax implications, and long-term financial goals. Services include retirement account optimization and multigenerational wealth planning.
Trust Administration
Trust administration services manage fiduciary responsibilities for living and testamentary trusts. We handle tax reporting, asset distribution, and compliance with trust instruments while maintaining proper accounting records. Our expertise ensures adherence to both legal requirements and grantor intentions.
People
Ruth Betz CPA
Certified Public Accountant
CPA with 25+ years experience, Master of Science in Taxation, former IRS Tax Practitioner Liaison Committee member. Specializes in complex tax matters and estate planning.
Questions
What tax services do you specialize in?
We specialize in tax problem resolution, IRS/NYS audit defense, estate planning, trust administration, and corporate tax planning for businesses and high-net-worth individuals.
How experienced are your tax professionals?
Our CPA has 25+ years of experience, including 17 years at national accounting firms, plus a Master of Science in Taxation degree from LIU Post.
Do you handle multistate tax matters?
Yes, we provide tax planning and compliance services for clients with multistate business operations and residency requirements.
What accounting certifications do you hold?
We maintain Certified Public Accountant (CPA) licensure and a Master of Science in Taxation (MST) degree for advanced tax expertise.
How do you assist with estate planning?
We offer comprehensive estate planning services including trust administration, guardianships, and tax-efficient wealth transfer strategies.
What business entities do you serve?
We work with C Corporations, S Corporations, Partnerships, LLCs, Estates, Trusts, and nonprofit organizations across various industries.
