Business Details
34 Years
experience
Your Trusted Partner for Tax & Accounting Solutions in Farmingdale, NY
The Certified Public Accounting firm of Ruth Betz CPA has provided responsive, professional service to clients since 1992. Our practice prioritizes client needs, addressing the complexities and anxieties associated with tax matters for businesses, individuals, estates, and trusts. With over 25 years of experience as a Certified Public Accountant and a Master of Science in Taxation, I lead our team in delivering comprehensive solutions for tax problem resolution, return preparation, planning, and audit representation. Our expertise extends to estate planning, divorce taxation, retirement strategies, and multistate entity compliance.Active participation in the IRS Long Island Tax Practitioner Liaison Committee and New York State Tax Liaison Committee ensures our practice remains at the forefront of tax law developments. Recognized with the NYSSCPA Distinguished Service Award, we combine technical excellence with personalized service to minimize tax burdens while maintaining strict compliance with federal, state, and local regulations.
Services
Tax consultation
Tax planning
Tax problem resolution
IRS audits
Estate planning
Trust administration
Divorce taxation
Financial planning
Retirement planning
Multistate compliance
Details
- Year established: 1992
Highlights and features
- We offer 25+ years of specialized tax expertise and advanced education in taxation
- Our firm provides IRS audit representation through active committee participation
- We deliver customized estate and business succession planning strategies
- Our practice maintains elite professional affiliations with tax authorities
- We combine technical excellence with personalized client service
Associations and certifications
- Certified Public Accountant (CPA)
- Master of Science in Taxation (MST)
What people say
Most professional and knowledgeable
Expertly guide me through
Monetary savings
Timely responses
Trusted advisor
Services
Tax problem resolution
Our firm specializes in resolving complex tax issues with federal and state authorities. We represent clients during IRS and New York State audits, leveraging deep regulatory knowledge to achieve favorable outcomes. With decades of experience in tax controversy matters, we develop strategic solutions for back taxes, payment plans, and penalty abatements while maintaining full compliance with current tax codes.
Estate planning
We provide comprehensive estate planning services addressing tax implications for high-net-worth individuals. Our approach combines wills, trusts, and gifting strategies to minimize estate tax liabilities while ensuring smooth asset transfer. We coordinate with legal professionals to create customized plans for business succession, guardianships, and multigenerational wealth preservation aligned with evolving tax regulations.
IRS audit representation
Our practice offers expert representation during IRS examinations, drawing on direct committee experience with tax authorities. We prepare documentation, coordinate communications, and negotiate settlements to protect client interests. Our proactive approach focuses on resolving disputes efficiently while identifying opportunities to reduce assessed liabilities through established tax code provisions.
Tax planning
We develop year-round tax planning strategies to minimize liabilities for individuals and businesses. Our services include entity structure analysis, income deferral strategies, and deduction optimization. We specialize in multistate tax planning for corporations and partnerships, ensuring compliance while maximizing available credits and incentives across jurisdictions.
Financial planning
Our financial planning integrates tax considerations with retirement and investment strategies. We help clients establish realistic goals for asset accumulation, considering tax-efficient withdrawal methods and estate implications. We collaborate with investment advisors to create holistic plans that balance growth objectives with tax optimization opportunities throughout different life stages.
People
Ruth A. Sattig Betz
Certified Public Accountant, Master of Science in Taxation
Ruth A. Sattig Betz is a CPA with 25+ years of experience in tax consulting and accounting. She holds a Master of Science in Taxation degree and specializes in resolving complex tax matters for businesses and high-net-worth individuals. As a former executive board member of the NYSSCPA, she maintains active involvement in tax policy development through IRS and state liaison committees.
Questions
What tax services do you specialize in?
We specialize in tax problem resolution, IRS audit representation, estate planning, multistate compliance, and tax-efficient financial planning for individuals and businesses.
How experienced is your team with IRS audits?
Our CPA has over 25 years of experience and serves on IRS liaison committees, providing direct insight into audit processes and resolution strategies.
Do you handle complex estate tax matters?
Yes, we provide comprehensive estate planning services including trust administration, business succession planning, and multigenerational wealth transfer strategies.
What sets your firm apart from others?
Our unique combination of advanced tax education, committee involvement with tax authorities, and personalized client service distinguishes our practice in tax problem resolution.
