Business Details
Trusted Accountants in Great Neck, NY
For over three decades, Kutz & Company, CPAs & Company, CPAs has delivered personalized financial guidance to individuals and businesses across the New York metro area. Our expertise spans tax management, accounting, investment strategy, estate planning, and financial consulting, combining technical proficiency with tailored client service. Founded on principles of professionalism, responsiveness, and quality, we prioritize close client relationships and meticulous attention to detail.Our team of seasoned tax professionals leverages deep industry knowledge to navigate complex regulations, ensuring compliance while optimizing financial outcomes. With a legacy of client retention spanning generations, we remain committed to simplifying financial complexities and fostering long-term trust through transparent communication and ethical practices.
Services
Tax Preparation
Investment Management
Accounting Services
Estate Planning
IRS Representation
QuickBooks Assistance
Financial Projections
Bookkeeping
Financial Planning
Reviews and Compilation
Highlights and features
- We offer 30+ years of experience in accounting and financial planning.
- Our team provides IRS representation for audit support.
- We deliver personalized investment strategies tailored to risk tolerance.
- Our client-centric approach prioritizes transparency and responsiveness.
- We specialize in estate planning to minimize tax liabilities for beneficiaries.
Associations and certifications
- Registered Investment Advisor (SEC)
What people say
Professional and friendly
Excellent accounting services
Highly recommend
Quick and accurate
Family-like service
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, ensuring compliance with federal and state regulations. Our team identifies deductions and credits to minimize liabilities while maximizing refunds. With expertise in evolving tax laws, we offer strategic planning to optimize financial outcomes.
Investment Management
Our investment management services craft portfolios aligned with risk tolerance, time horizons, and financial goals. Utilizing tax-efficient strategies, we monitor performance and adjust allocations to enhance long-term growth. We prioritize client education to ensure informed decision-making.
Estate Planning
We design estate plans to facilitate asset transfer while minimizing tax burdens for beneficiaries. Services include trust creation, will preparation, and succession planning for individuals and business owners. Our approach ensures compliance with complex regulatory frameworks.
IRS Representation
Our firm offers professional IRS representation during audits, leveraging experience to resolve disputes efficiently. We advocate for clients in tax-related communications, ensuring accurate documentation and adherence to procedural requirements for favorable outcomes.
Financial Planning
We develop financial plans to guide clients toward retirement, education funding, and wealth preservation. Analyzing cash flow, investments, and insurance needs, we create roadmaps tailored to life goals and market conditions for sustained financial independence.
People
Andrew Kutz
CPA
Andrew Kutz & Company, CPAs & Company, CPAs is a certified public accountant with over 15 years of experience in tax and financial planning. Clients praise his expertise, responsiveness, and ability to simplify complex financial matters while fostering long-term trust.
Thom Egan
Investment Advisor
Thom Egan specializes in investment advisory services, offering personalized portfolio strategies to individuals and families. With a focus on low-cost, tax-efficient solutions, he helps clients achieve long-term financial goals through disciplined wealth management.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statement preparation, tax planning, and QuickBooks assistance tailored to small businesses' needs.
Do you offer IRS audit representation?
Yes, we provide professional IRS representation to resolve audits and tax disputes efficiently and effectively.
How do you approach investment management?
We create customized portfolios based on risk tolerance, time horizons, and financial goals using tax-efficient investment strategies.
What estate planning services are available?
We offer trust creation, will preparation, and tax strategies to ensure smooth asset transfer while minimizing liabilities.
Can you assist with retirement planning?
Yes, we develop retirement plans considering income needs, investment performance, and tax implications for long-term financial security.
Reviews (7)
Jim Benton
Oct 02, 2017
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Excellent accounting services. I have been using Kutz & Company for 10 years for both my business and personal taxes. My taxes are prepared quickly and accurately. Andrew is knowledgable and friendly, he is very responsive to phone calls and emails.
Candace Silver
Jun 06, 2017
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Andrew Kutz and his associates have been preparing my mother's estate tax returns for over 15 years. I have dealt with them personally and have been very pleased. These accountants are extremely knowledgeable, informative, communicative, patient with all our questions, and responsive to all our needs. Their level of professionalism is excellent and they will go above and beyond to help a client. I highly recommend Kutz & Company without any reservation.
Mitchell Baker Thom Egan
May 22, 2017
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Are you able to say you just love your financial advisers and investment team? If not, why?? The Kutz brothers are your answer. The best, easiest to understand and worthwhile advice are what they specialize in. I am the third generation of my family to benefit from their service. They are upstanding, fair and honest to a fault. With them, we feel safe and informed. I cannot possibly express our satisfaction enough, they are excellent!
Michael Bruno
May 07, 2017
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Very professional, accommodating and just good competent people. Andrew is knowledgeable, personable and always available for any question or concern.
Robert Cole
Sep 18, 2016
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Have used Kutz & Company for over 20 years. Professional, high quality and friendly service. Highly recommend. Had previously changed accountants many times but now it's been automatic for 2 decades.
Anthony D. Perri
Aug 18, 2016
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Well thought out advice and strategies. Extremely knowledgeable of tax law and reporting requirements. Friendly and approachable!
Muriel Fox
Jul 07, 2016
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Our family has relied on their firm for decades. They're reliable and responsive and effective.
Muriel Fox
Muriel Fox
