Business Details
45 Years
experience
Your Trusted Partner for Accounting Solutions in Syosset, NY
Craig Morris is a client-focused CPA firm established in 1981, dedicated to solving personal and business financial concerns through personalized relationships and tailored solutions. Our value discipline centers on customer intimacy, prioritizing long-term relationships over one-time transactions by delivering specialized expertise in accounting, tax planning, and financial strategy. With licenses in New York and Florida, we serve businesses and individuals nationwide, offering services ranging from audits and forensic accounting to QuickBooks support and succession planning.Our team combines decades of experience with a commitment to exceeding expectations, providing free initial consultations and maintaining transparency in all client interactions. We specialize in addressing complex financial challenges for industries including aviation, nonprofits, and franchises while emphasizing internal controls, cash flow management, and strategic business growth.
Services
Audits
Tax Preparation
Forensic Accounting
QuickBooks Services
Business Valuation
Personal Financial Planning
Strategic Business Planning
Internal Controls
Succession Planning
Cash Flow Management
Details
- Year established: 1981
Highlights and features
- We offer 40+ years of experience in accounting and tax services since 1981.
- Our team provides personalized financial solutions tailored to your unique needs.
- We specialize in audits, forensic accounting, and strategic business planning.
- Our firm maintains licenses in New York and Florida for nationwide compliance.
- We guarantee free initial consultations to clarify your financial objectives.
Services
Audits
Our audit services provide the highest level of assurance through detailed examination of financial statements. We verify internal controls, test transactions, and communicate with third parties to ensure accuracy. Clients benefit from compliance with regulatory requirements and enhanced credibility with stakeholders.
Tax Preparation
We handle complex tax preparation for individuals and businesses, ensuring compliance with federal and state regulations. Our team optimizes deductions and credits while minimizing liabilities. Services include IRS audit representation and resolution of tax delinquencies.
Forensic Accounting
This service investigates financial discrepancies, fraud, or legal disputes through detailed analysis. We provide expert testimony and documentation for litigation support. Clients receive clear insights into financial irregularities and risk mitigation strategies.
QuickBooks Services
We offer QuickBooks setup, training, and troubleshooting for small businesses. Our team ensures accurate financial tracking and reporting. Clients gain efficiency through customized software solutions and ongoing technical support.
Personal Financial Planning
This service provides tailored strategies for wealth growth, risk management, and retirement planning. We create comprehensive roadmaps aligned with individual goals. Clients benefit from long-term financial security and tax-efficient investment approaches.
Questions
What is the difference between an audit and a review?
An audit provides the highest assurance through detailed testing, while a review offers limited assurance using analytical procedures without third-party verification.
Do you offer tax planning services?
Yes, we provide proactive tax planning to legally reduce liabilities, including strategy development for individuals and businesses throughout the year.
Can you help with QuickBooks setup?
Yes, we specialize in QuickBooks setup, configuration, and training to ensure accurate financial tracking for small businesses.
What industries do you specialize in?
We serve aviation, nonprofits, franchises, wholesale distribution, and family-owned businesses with tailored accounting solutions.
Do you provide forensic accounting services?
Yes, our forensic accounting team investigates financial fraud, disputes, and compliance issues with detailed reporting for legal proceedings.
Is there a free initial consultation?
Yes, we offer a complimentary consultation to discuss your accounting needs and develop a customized service plan.
