Business Details
Your Trusted Partner for Tax & Accounting Solutions in Mahopac, NY
Weiss Advisory Group has served as a trusted community resource for over three decades, prioritizing personalized service in tax and accounting solutions. Our team combines extensive industry experience with specialized expertise in individual and business tax planning, bookkeeping, and audit assistance. With decades of combined experience, our professionals deliver tailored financial strategies to individuals, small businesses, and real estate companies. We emphasize transparency, client education, and proactive planning to ensure long-term financial success. Our commitment to excellence is reflected in our credentials, including Certified Public Accountants and Certified Financial Planners.We actively engage with local organizations, offering insights that align with regional economic dynamics. By maintaining a client-centric approach, we build lasting relationships grounded in trust and accountability. Our services extend beyond compliance, focusing on strategic growth and financial optimization. Through continuous adaptation to regulatory changes, we provide reliable guidance that empowers informed decision-making. This dedication to service excellence has solidified our reputation as a leader in the accounting profession.
Services
Individual Tax Preparation
Business Tax Planning
Real Estate Bookkeeping
Trust Tax Returns
Retirement Planning
Audit Assistance
Estate Tax Preparation
QuickBooks Training
Gift Tax Returns
1031 Exchange Guidance
Highlights and features
- We offer over 30 years of experience in tax and accounting services.
- Our team includes Certified Public Accountants and Certified Financial Planners.
- We provide specialized audit assistance and QuickBooks training.
- Our client-centric approach prioritizes personalized financial strategies.
- We serve individuals and businesses across Mahopac and surrounding areas.
Services
Individual Tax Return Preparation
We prepare and plan individual tax returns with a focus on maximizing deductions and minimizing liabilities. Our team stays current with evolving tax codes to ensure compliance while optimizing financial outcomes. Clients receive personalized guidance to navigate complex tax scenarios effectively.
Business Tax Planning
Our business tax planning services help companies manage obligations through strategic deductions and compliance strategies. We specialize in real estate and small business taxation, offering tailored solutions for entity selection and year-round financial planning.
Retirement Planning
We assist clients in navigating retirement accounts including 401(k), SEP-IRA, and pension plans. Our expertise covers stock option management and tax-efficient withdrawal strategies to ensure long-term financial security for corporate and public sector employees.
Audit Assistance
Our professionals provide comprehensive support during tax audits, ensuring accurate documentation and representation. We guide clients through examination processes for tax returns, financial statements, and insurance policies with a focus on resolving issues efficiently.
QuickBooks Training
We offer basic QuickBooks training to help businesses manage financial records effectively. This service includes practical instruction on bookkeeping workflows and reporting features tailored for small businesses and real estate companies.
People
Lisa A. Orro
Member, Director of Tax Services
Lisa leads our tax team with over two decades of experience, holding a Bachelor's in Accounting from Pace University. She specializes in individual and small business tax planning and is a public notary pursuing enrolled agent status.
Richard F. Weiss
Founder
Richard established Weiss Advisory Group over four decades ago. A CPA and CFP, he brings extensive financial expertise, serving on boards for Putnam County Savings Bank and housing initiatives while mentoring clients on wealth management.
Keith D. Weiss
Managing Member
Keith consults on tax strategies for businesses and employees with Fortune 500 companies. He specializes in retirement plans and stock options, holding a CFP and MBA while guiding clients through complex tax avoidance methods legally.
Questions
What tax services do you offer for individuals?
We provide complete individual tax return preparation, planning, and audit assistance, focusing on maximizing deductions and minimizing liabilities through personalized strategies.
Do you specialize in any business sectors?
We specialize in real estate and small business taxation, offering tailored bookkeeping, entity selection, and compliance solutions for companies in these industries.
Can you help with retirement account management?
Yes, we guide clients through qualified retirement plans, stock options, and pension strategies to optimize tax efficiency and long-term financial security.
How do you assist with tax audits?
Our team provides documentation support and representation during audits, ensuring compliance while resolving issues related to tax returns and financial statements.
What accounting software training is available?
We offer basic QuickBooks training focused on practical bookkeeping workflows and reporting for small businesses and real estate companies.
How can I track my tax refund?
We provide resources to track federal and state refunds, including NYS, NJ, and CT returns through official government portals.
