Weiss Advisory Group

A Trusted Partner for Your Financial Success

Weiss Advisory Group stands as a beacon of financial guidance for individuals and businesses in the Mahopac area and beyond. With over 30 years of experience, our team of certified professionals has honed their skills to offer personalized financial solutions that align with your unique needs and goals.

Our Expertise

We offer a comprehensive range of tax and accounting services designed to empower you to achieve financial security and success. Whether you need assistance with individual tax planning, business accounting, or estate and trust management, we have the expertise to guide you through every step of the process.

Taxes

• Individual Tax Return Preparation & Planning
• Business Tax Return Preparation & Planning
• Trust & Estates Tax Return Preparation
• Gift Tax Return Preparation

Accounting

• Bookkeeping for Real Estate Companies
• Bookkeeping for Small Businesses
• Basic QuickBooks Training & Support
• Assistance with Audits & Financial Statements

Additional Services

• Trust Tax Return Preparation
• Estate Tax Return Preparation
• Gift Tax Return Preparation

Our Team

Our dedicated team comprises seasoned professionals who are passionate about helping clients achieve financial clarity and success. Led by Lisa A. Orro, our Tax Team Leader with over two decades of experience, and guided by the expertise of Richard F. Weiss, our Founder with four decades of experience, we offer a wealth of knowledge and personalized attention to every client.

Why Choose Weiss Advisory Group?

• Personalized Attention: We take the time to understand your unique needs and goals.
• Experience and Expertise: Our team has extensive experience in navigating complex financial situations.
• Accessible and Responsive: We are committed to open communication and timely responses to your inquiries.
• Client-Focused Approach: We prioritize your success and work collaboratively with you to achieve your financial goals.