Business Details
Certified Accounting & Tax Services in New York & New Jersey
Daszkowski, Tompkins, Weg & Carbonella is a certified public accounting firm serving clients in New York and New Jersey. With a team of experienced professionals, we specialize in accounting, tax, and estate planning services, combining technical expertise with personalized attention. Our firm prides itself on staying at the forefront of technological advancements to deliver efficient solutions tailored to individual and business needs.We collaborate closely with attorneys, bankers, and other professionals to provide comprehensive financial guidance. By prioritizing accuracy, transparency, and client education, we empower individuals and businesses to navigate complex financial landscapes with confidence.
Services
Accounting Services
Tax Preparation
Audit Services
QuickBooks Consulting
Estate Planning
Highlights and features
- We offer decades of combined experience in accounting and tax advisory services.
- Our team includes AICPA-certified Personal Financial Specialists.
- We provide tailored QuickBooks setup and training for businesses.
- Our firm maintains strong partnerships with legal and financial professionals.
- We specialize in navigating complex estate and tax law changes.
Associations and certifications
- American Institute of Certified Public Accountants
- New York State Society of Certified Public Accountants
- New Jersey State Society of Certified Public Accountants
What people say
Extremely professional
Trust and relationships
Efficient and consistent
Proactive professionals
Superior follow through
Services
Accounting & Advisory Services
Our accounting team provides bookkeeping support for businesses during transitional periods or long-term engagements. We ensure accurate financial records while offering strategic guidance. Clients benefit from our expertise in financial projections, mergers and acquisitions analysis, and business formation recommendations. Our services cater to entrepreneurs and established businesses seeking reliable financial management solutions.
Tax Services
We deliver comprehensive tax solutions for individuals and businesses, including preparation, planning, and audit representation. Our CPAs stay current with evolving tax codes to maximize deductions and credits. Specialized services include estate tax planning, payroll tax compliance, and entity selection strategies. Clients receive personalized tax management plans tailored to their unique financial situations.
Attest Services
Our certified professionals conduct financial statement audits, reviews, and compilations with rigorous attention to detail. We perform evidential testing to ensure compliance with accounting standards while providing assurance on financial reporting. Services include agreed-upon procedures engagements and specialized audits for corporate clients requiring third-party verification of financial data.
QuickBooks Online Consulting
As QuickBooks ProAdvisors, we implement and optimize accounting systems for businesses. Our services include chart of accounts setup, data migration, and customized training programs. We ensure proper initial configuration while providing ongoing support for daily operations and advanced reporting needs. Clients receive tailored solutions to streamline financial processes using cloud-based technology.
Estate & Trust Planning
We help clients develop comprehensive estate plans to ensure asset protection and smooth wealth transfer. Services include trust creation, executor support, and tax filing for estates. Our team collaborates with legal professionals to create customized solutions that address family dynamics and minimize tax liabilities through strategic planning.
People
Walter Daszkowski
Partner
CPA with extensive public accounting experience, former board member of multiple financial institutions, and AICPA Personal Financial Specialist. Active in community organizations and professional accounting societies.
Michele Tompkins
Partner
17-year firm veteran specializing in audit, tax, and advisory services. Former Young CPA Chairperson for Staten Island Chapter NYSSCPA with deep expertise in business client relationships.
Mark Weg
Partner
Licensed CPA in three states with diverse public and private sector experience. Former state executive board member of NYSSCPA and active participant in professional accounting organizations.
Daniel Carbonella
Partner
Specializes in tax planning for high-net-worth individuals and audit services for construction, real estate, and professional industries. Former Manhattan hedge fund auditor with extensive client service experience.
Richard Wismer
Principal
25-year tax and estate planning expert with published works and seminar leadership experience. Active in nonprofit boards and former president of Staten Island CPA chapters.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial projections, business formation guidance, and QuickBooks implementation tailored to small business needs.
How do you handle complex tax situations?
Our CPAs specialize in navigating complex tax codes, offering strategic planning and audit representation for individuals and businesses.
Can you assist with estate planning?
Yes, we create customized estate plans including trusts, executor services, and tax strategies to protect family assets.
What makes your audit services different?
Our audit team combines technical expertise with industry-specific knowledge to deliver efficient, insightful financial assessments.
Do you serve clients outside New York and New Jersey?
While based in NY and NJ, we serve clients nationwide through virtual consultations and cloud-based accounting solutions.
How do you stay updated on tax law changes?
Our team undergoes annual continuing education and maintains active memberships in major accounting professional organizations.
