Business Details
Trusted Tax & Accounting Services in Mahopac, NY
Weiss Advisory Group has served as a trusted community resource for over three decades, specializing in personalized tax and accounting services. Our team combines extensive experience with a commitment to tailored solutions for individuals and businesses. Founded on principles of integrity and expertise, we provide comprehensive tax planning, return preparation, and bookkeeping services for real estate companies and small businesses. Our professionals hold prestigious certifications including Certified Public Accountant (CPA) and Certified Financial Planner (CFP), ensuring clients receive authoritative guidance.We emphasize strategic tax avoidance methods and retirement planning for corporate and public sector employees. With deep roots in Westchester County, our firm maintains active roles in local financial institutions and housing initiatives. Our services extend to audit assistance, QuickBooks training, and specialized tax returns for trusts and estates, supported by decades of combined experience across our leadership team.
Services
Tax Return Preparation
Bookkeeping Services
QuickBooks Training
Audit Assistance
Retirement Planning
Estate Tax Returns
Trust Tax Returns
1031 Exchange Rules
Highlights and features
- We offer over 30 years of combined experience in tax and accounting services
- Our team includes Certified Public Accountants and Certified Financial Planners
- We provide personalized tax planning for corporate and public sector employees
- We specialize in real estate and small business accounting solutions
- Our firm maintains active community involvement through local board memberships
Services
Tax Return Preparation
We provide comprehensive tax return preparation for individuals and businesses, including specialized services for real estate companies and small businesses. Our team handles complex tax situations while ensuring compliance with current regulations. Clients benefit from strategic planning opportunities to minimize tax liabilities through legal methods.
Bookkeeping Services
Our bookkeeping services cater specifically to real estate companies and small businesses, maintaining accurate financial records and supporting business operations. We offer tailored solutions that integrate with QuickBooks training to improve financial management capabilities for business owners.
Retirement Planning
We specialize in retirement planning for corporate and public sector employees, managing 401(k), 403(b), 457 plans, and pension options. Our certified financial planners help clients navigate stock options and develop comprehensive retirement strategies aligned with their financial goals.
Audit Assistance
Our audit assistance covers tax returns, financial statements, and insurance policies with expert guidance through the audit process. We help clients prepare documentation and respond to inquiries while maintaining compliance with regulatory requirements.
Estate Tax Returns
We prepare specialized tax returns for trusts, estates, and gift tax situations while providing planning guidance for estate-related tax matters. Our services help clients navigate complex inheritance tax regulations and implement effective estate planning strategies.
People
Lisa A. Orro
Member, Director of Tax Services
Lisa leads our tax team with over two decades of experience in accounting and tax planning. She holds a Bachelor's Degree in Accounting from Pace University and serves as a public notary while pursuing enrolled agent status.
Richard F. Weiss
Founder
Richard founded our firm with four decades of public accounting experience. He holds multiple certifications including CPA and CFP, and serves on boards for Putnam County Savings Bank and Housing while advising our financial group.
Keith D. Weiss
Managing Member
Keith consults with individuals and small businesses on tax codes and retirement planning. With over two decades at our firm, he specializes in qualified retirement plans and stock option management for corporate and public sector employees.
Questions
What tax services do you offer for small businesses?
We provide business tax return preparation, planning, bookkeeping, and audit assistance specifically tailored for small businesses and real estate companies.
Do you help with retirement account planning?
Yes, we specialize in retirement planning for 401(k), 403(b), 457 plans, pensions, and stock options for corporate and public sector employees.
Can you assist with complex tax situations?
Our team handles trust, estate, and gift tax returns while providing strategic tax avoidance methods and 1031 exchange rule guidance.
What accounting software training do you provide?
We offer basic QuickBooks training to help business owners effectively manage their financial records and accounting processes.
How long have you served the Mahopac community?
We've been a trusted local resource for tax and accounting services for over 30 years with deep roots in Westchester County.
