Business Details
Trusted Accounting and Tax Services in New York
We are a public accounting firm dedicated to providing professional knowledge, competence, and personalized service to our clients. With over 50 years of combined experience, we serve individuals, executives, high-net-worth clients, and businesses across service industries, non-profits, and professions. Our commitment to excellence is reflected in our advanced training, state-of-the-art technology, and extensive business relationships. We prioritize understanding our clients' current circumstances and future goals, offering tailored financial, tax, and accounting solutions.Our services include retirement planning, business accounting, tax preparation, and nonprofit compliance, supported by tools like downloadable tax forms and financial calculators. We emphasize transparency, proactive communication, and client education to ensure informed decision-making. Headquartered in New York, we serve clients locally and nationwide, offering free consultations to address their unique needs. Our team's expertise spans tax strategies, estate planning, risk management, and IRS audit representation, ensuring comprehensive support for all clients.
Services
Retirement Planning
Small Business Accounting
New Business Formation
Non-Profit Organizations
Individual Tax Preparation
Tax Planning
Tax Relief
IRS Audit Representation
Back Taxes Owed
Non-Filed Tax Returns
Highlights and features
- We have over 50 years of combined experience in accounting and tax services.
- Our team provides personalized attention to individual and business financial needs.
- We specialize in tax planning and compliance for complex financial situations.
- We utilize advanced technology for accurate and efficient accounting solutions.
- Our commitment to client education ensures informed financial decision-making.
Associations and certifications
- CPA
Services
Retirement Planning
Our retirement planning services evaluate your financial situation to create customized strategies for long-term security. We analyze assets, liabilities, and tax implications to develop budgets that align with your retirement goals. By reviewing Social Security benefits and income sources, we help determine optimal retirement timelines and distribution methods.
Small Business Accounting
We provide comprehensive accounting solutions for small businesses, including financial reporting, cash flow analysis, and tax compliance. Our services cover budget preparation, strategic tax planning, and internal control implementation to improve profitability. We also offer outsourced CFO services and customized financial reports to support business growth.
New Business Formation
Our new business formation services guide entrepreneurs through entity selection, tax compliance, and accounting system setup. We prepare business plans, cash flow budgets, and partnership agreements while ensuring adherence to federal and state regulations. This foundation helps new businesses achieve long-term financial stability and operational success.
Non-Profit Organizations
We specialize in nonprofit accounting services, including Form 990 compliance, audit preparation, and tax-exempt status applications. Our team ensures financial statements meet regulatory requirements while optimizing funding strategies. We also assist with grant compliance and financial reporting for nonprofit sustainability.
Tax Services
Our tax services encompass individual and business tax preparation, audit representation, and strategic tax planning. We minimize liabilities through proven strategies while ensuring compliance with federal, state, and local regulations. Services include IRS audit support, back tax resolution, and tax relief for complex financial situations.
People
Daniel Levine
CPA
Daniel Levine is a Certified Public Accountant with decades of experience in financial planning and tax services. He specializes in retirement strategies, business accounting, and nonprofit compliance, serving clients across the tri-state area and nationwide.
Questions
What services do you offer for small businesses?
We provide small business accounting, tax preparation, financial reporting, and strategic tax planning services tailored to your business needs.
How can you help with retirement planning?
We evaluate your financial situation, create customized budgets, and develop strategies to optimize Social Security benefits and retirement distributions.
Do you specialize in nonprofit accounting?
Yes, we offer Form 990 compliance, audit preparation, and tax-exempt status applications for nonprofit organizations.
What tax services are available for individuals?
We provide tax preparation, audit representation, back tax resolution, and strategic planning to minimize liabilities for individuals.
How do you support new business formation?
We assist with entity selection, business plan creation, accounting system setup, and regulatory compliance for new businesses.
