Business Details
Certified Public Accountant Services in Forest Hills, NY
As a Certified Public Accountant with over three decades of experience, I have dedicated my career to providing comprehensive tax and financial services to individuals and businesses. My journey began with a BS in Accounting from SUNY Binghamton and an MBA from Adelphi University, followed by passing the CPA exam on my first attempt. I gained invaluable expertise at Grant Thornton, a major international firm, before serving as CFO of a $160M import/export corporation, where I implemented systems that drove fourfold sales growth. Recognizing my passion for personalized client relationships, I established my private practice to deliver tailored tax planning, financial consulting, and QuickBooks solutions.My credentials include CPA certification, Advanced QuickBooks ProAdvisor status, and memberships in the AICPA and NYSSCPA. I specialize in simplifying complex tax matters, optimizing financial strategies, and empowering clients through education and technology. My practice serves Queens, the Tristate area, and clients worldwide, combining technical expertise with a commitment to long-term client partnerships.
Services
Tax Planning
Business Tax Consulting
QuickBooks Training
Financial Planning
Tax Representation
Estate Tax Planning
Business Entity Formation
Payroll Tax Services
Highlights and features
- We offer 30+ years of CPA experience in tax and business consulting
- Our personalized approach combines technical expertise with strategic financial planning
- We provide certified QuickBooks implementation and training services
- Our team offers direct representation before IRS and state tax authorities
- We deliver comprehensive financial tools and calculators for client empowerment
Associations and certifications
- American Institute of Certified Public Accountants
- New York State Society of Certified Public Accountants
- Intuit Advanced QuickBooks ProAdvisor
What people say
Exceptional tax knowledge
Personalized financial guidance
QuickBooks implementation expertise
Effective audit representation
Long-term client relationships
Services
Tax Planning
Comprehensive tax planning services help individuals and businesses optimize their financial position through strategic deductions, credits, and compliance strategies. Our approach combines deep regulatory knowledge with personalized analysis to minimize tax liabilities while supporting long-term financial goals. Services include year-round tax consultation and customized planning for life events.
Business Tax Consulting
Specialized tax consulting for small to mid-sized businesses covers entity selection, payroll tax compliance, sales tax management, and audit representation. We provide strategic guidance on tax-efficient business operations, financial reporting, and regulatory compliance. Our expertise includes IRS representation and state tax authority negotiations.
QuickBooks Training
Certified QuickBooks ProAdvisor services include software implementation, customized training, and system optimization for businesses. We help clients streamline financial operations through tailored QuickBooks solutions, covering setup, workflow integration, and staff training for improved accounting efficiency.
Financial Planning
Holistic financial planning services address retirement strategies, college savings (529 plans), investment management, and estate planning. We help clients develop comprehensive financial roadmaps that align with their personal goals and tax situations, using advanced planning tools and personalized analysis.
Tax Representation
Professional representation before IRS and state tax authorities during audits or disputes. We handle all communication, documentation, and negotiation processes to protect client interests. Services include audit defense, tax debt resolution, and compliance guidance to resolve complex tax issues.
People
Gary B. Carbo
Certified Public Accountant
CPA with 30+ years experience, former CFO of $160M corporation, and Certified QuickBooks ProAdvisor. Specializes in tax strategy, business consulting, and financial planning for individuals and small businesses across Queens and the Tristate area.
Questions
What accounting services do you offer for small businesses?
We provide tax planning, payroll tax compliance, business entity formation, QuickBooks implementation, financial reporting, and IRS audit representation tailored to small businesses.
Do you help with personal tax planning and preparation?
Yes, we offer comprehensive individual tax services including strategic planning, audit defense, life change planning, and retirement account management for optimal tax efficiency.
Can you assist with QuickBooks setup and training?
As a Certified Advanced QuickBooks ProAdvisor, we provide software installation, customized training, and system optimization to streamline your accounting processes.
What areas do you serve?
While based in Forest Hills, NY, we serve clients throughout Queens, the New York Tristate area, and provide virtual services to clients worldwide.
Are you available for tax authority representation?
Yes, we offer direct representation before IRS and state tax authorities during audits, including documentation preparation and negotiation of tax resolutions.
