Business Details
33 Years
experience
Trusted Accounting & Tax Services in Floral Park, NY
Founded in 1993, our firm provides comprehensive accounting, tax, and financial services tailored to individuals and businesses. Our team combines decades of experience with personalized attention to address each client's unique needs. We specialize in tax planning, compliance, financial reporting, and business consulting while serving corporations, partnerships, and non-profits. Our professionals hold certifications in accounting and financial planning, ensuring expert guidance for clients. We prioritize understanding client goals to deliver strategic solutions that minimize tax burdens and optimize financial health.With a focus on accuracy and compliance, we manage payroll processing, bookkeeping, and financial forecasting. Our commitment to ongoing education ensures we stay current with evolving tax laws and industry standards. We serve as trusted advisors, helping clients navigate complex financial decisions with confidence. Our mission remains centered on delivering exceptional service and fostering long-term client relationships through integrity and expertise.
Services
Tax Services
Accounting Services
Payroll Processing
Bookkeeping
Financial Forecasting
Business Consulting
Tax Planning
Payroll Management
Financial Reporting
Software Implementation
Details
- Year established: 1993
Highlights and features
- We offer 30+ years of CPA expertise in tax and accounting services
- Our personalized approach focuses on individual client needs and goals
- We provide comprehensive financial solutions beyond basic accounting services
- Our team maintains active CPA licenses and industry certifications
- We combine technical expertise with practical business consulting experience
Services
Tax Services
Our comprehensive tax services include year-round planning to minimize tax liabilities. We prepare federal, state, and local tax returns for individuals and businesses while providing strategic compliance guidance. Our certified professionals stay current with evolving tax regulations to ensure accurate filings and optimal tax-saving opportunities.
Accounting Services
We deliver full accounting solutions including GAAP-compliant financial statements and custom managerial reports. Our services support informed decision-making through accurate receivables/payables management and payroll processing. We serve banks, investors, and third-party stakeholders with reliable financial documentation.
Payroll Processing
Our personalized payroll services handle check printing, direct deposits, and tax compliance. We simplify payroll administration with tailored solutions that adapt to business size and complexity. Our experts ensure timely and accurate payroll tax filings while maintaining regulatory compliance.
Bookkeeping
We maintain precise financial records through general ledger updates and bank reconciliations. Our bookkeeping services track receivables/payables to ensure financial clarity. We help businesses maintain organized records for effective day-to-day operations and strategic planning.
Financial Forecasting
Our forecasting services create proforma financial models and 'What If' scenarios. We help businesses anticipate market changes through customized projections. These tools support strategic planning and contingency preparation for unexpected business challenges.
People
Philip E. Falzone
Founder & CPA
Certified Public Accountant with 35+ years experience in taxation and financial services. Licensed in NY and SC, specializing in corporate tax compliance and business advisory services.
Mary Ann Surdi
Office Manager
Over 30 years managing tax preparation and review services for individuals and organizations. Oversees daily operations while maintaining expertise in federal and state tax compliance.
Questions
What accounting services do you offer?
We provide full accounting services including financial statement preparation, payroll processing, bookkeeping, and GAAP-compliant reporting for businesses and individuals.
How do you personalize financial solutions?
We begin by understanding your unique financial situation through detailed consultations, then tailor tax strategies and accounting solutions to meet your specific business or personal goals.
Are your accountants certified professionals?
Yes, our team includes Certified Public Accountants (CPAs) licensed in multiple states with ongoing industry certifications in tax planning and financial management.
Can you help with business tax planning?
We offer comprehensive tax planning services to minimize liabilities, including year-round strategy sessions and compliance guidance for corporations and partnerships.
