Business Details
33 Years
experience
Your Trusted Partner for Accounting & Tax Services in Centereach
Founded in 1993 and licensed in New York State, our firm combines deep accounting expertise with a personalized approach to client service. We specialize in tax preparation and planning for both individuals and businesses, including multi-state tax filings and retirement planning. Our team leverages QuickBooks Professional Advisors Program expertise to implement efficient accounting systems for new businesses and transitioning professionals. With decades of experience in corporate financial statements and 401(k) profit-sharing plans, we deliver tailored solutions grounded in compliance and strategic foresight. Backed by memberships in the American Institute of CPAs and New York State Society of CPAs, we prioritize understanding each client's unique financial landscape.From resolving IRS issues to optimizing deductions, our practice emphasizes proactive year-round tax strategies. We maintain affiliations with key professional organizations while focusing on small business needs through scalable accounting services. Our commitment extends beyond transactional workwe actively partner with clients to navigate complex financial transitions and minimize liabilities. This dedication to technical excellence and client-centric service has sustained our reputation for over three decades.
Services
Tax Preparation
Financial Planning
Bookkeeping
Payroll Services
Business Startups
Retirement Plans
Financial Statements
Multi-State Filing
QuickBooks Consulting
Tax Planning
Details
- Year established: 1993
Highlights and features
- We offer 30+ years of experience in accounting and tax services.
- Our team is certified through the QuickBooks Professional Advisors Program.
- We provide year-round tax planning and multi-state filing expertise.
- We specialize in assisting transitions from salaried employment to business ownership.
- We maintain active memberships in leading professional accounting organizations.
Services
Tax Preparation
We prepare precise tax returns for individuals and businesses, ensuring compliance with federal, state, and local regulations. Our expertise covers complex scenarios like multi-state filings and retirement planning. Clients benefit from strategic deductions and credits to minimize liabilities.
Financial Planning
Our financial planning services address long-term goals through retirement strategies, investment analysis, and cash flow management. We create customized roadmaps integrating tax considerations and risk assessment to build sustainable wealth for individuals and businesses.
Bookkeeping
We maintain accurate financial records using modern systems like QuickBooks. This includes accounts payable/receivable tracking, payroll processing, and financial statement preparation. Our services ensure real-time visibility into business performance for informed decision-making.
Business Startups
We guide entrepreneurs through entity selection, accounting system setup, and tax compliance. Our support includes QuickBooks configuration, payroll implementation, and financial forecasting to establish strong foundational practices for new businesses.
Multi-State Filing
We handle cross-state tax requirements for individuals and businesses operating in multiple jurisdictions. Our service ensures proper allocation of income and deductions across states while optimizing tax efficiency through strategic planning.
People
Ali C. Kurtmer
Certified Public Accountant
With over 30 years of experience, Ali C. Kurtmer specializes in tax strategy, financial planning, and QuickBooks consulting. He founded the firm in 1993 to provide personalized accounting solutions for individuals and businesses.
Questions
What accounting services do you offer?
We provide tax preparation, financial planning, bookkeeping, business startup support, and multi-state tax filings for individuals and businesses.
How experienced are your accountants?
Our CPA has 30+ years of experience and is certified through the QuickBooks Professional Advisors Program with active AICPA memberships.
Do you handle multi-state tax situations?
Yes, we specialize in multi-state tax filings including proper allocation of income and deductions across jurisdictions.
Can you help new businesses get started?
Yes, we assist with entity selection, accounting system setup, payroll implementation, and financial forecasting for startups.
What makes your firm different?
We combine technical expertise with personalized service, focusing on long-term financial strategies tailored to each client's unique needs.
Reviews (2)
Sinan Evcan
May 05, 2020
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Highly Experienced, Quite Sincere People, Caring Staff. Dedicated Service. We love to work with Kurtmer CPA.
Ted Arlier
Dec 09, 2014
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It's been a pleasure to work with Ali Kurtmer for our business accounting and payroll services. I would highly recommend his services to any business owner.
