Business Details
50+ Years
experience
Your Trusted Partner for Accounting and Tax Solutions
Founded in 1911, our firm has built a legacy as a trusted accounting practice dedicated to delivering exceptional service and technical excellence. We combine a century of expertise with a team-oriented approach, prioritizing integrity and personalized solutions for every client. Our professionals bring decades of experience in taxation, auditing, and financial advisory, serving diverse entities from small businesses to international corporations. We maintain active memberships in prestigious organizations including the American Institute of CPAs and the New York State Society of CPAs, reflecting our commitment to professional standards. With specialized knowledge in federal acquisition regulations, estate planning, and cross-border tax compliance, we provide strategic guidance tailored to complex financial needs.Our client-centric philosophy ensures responsive service while maintaining rigorous attention to regulatory requirements. Through successive generations of leadership, we have preserved core values while adapting to evolving industry demands. Our team's technical proficiency is demonstrated through advanced certifications including CGMA and CFP designations. We serve as trusted advisors for business succession planning, nonprofit organizations, and high-net-worth individuals. This enduring combination of tradition and innovation positions us to deliver reliable financial solutions for clients across multiple industries.
Services
Tax Services
Accounting Advisory
Audit Assurance
Estate Planning
Trust Services
Details
- Year established: 1911
Highlights and features
- We offer 114 years of continuous accounting experience in business advisory services
- Our team includes CPAs with specialized certifications including CGMA and CFP
- We maintain active memberships in the American Institute of CPAs and NYSSCPA
- We provide tailored solutions for foreign entities operating in the United States
- Our professionals have extensive experience with Federal Acquisition Regulation audits
Services
Tax Services
We provide comprehensive tax planning and compliance services for individuals, businesses, and trusts. Our expertise includes federal, state, and international tax regulations. Our team stays current with changing tax laws to optimize client outcomes through strategic planning.
Accounting Advisory
We offer full-service accounting solutions including financial statement preparation and business advisory services. Our professionals assist clients with QuickBooks implementation and financial process optimization. We serve businesses of all sizes with tailored accounting support.
Audit Assurance
We conduct audits and assurance engagements including Federal Acquisition Regulation (FAR) overhead audits. Our services cover review, compilation, and compliance reporting requirements. We maintain rigorous standards for audit quality and regulatory compliance.
Estate Planning
We provide complete estate planning and administration services from initial planning through asset distribution. Our services include estate tax filings and trust accounting. We assist executors with fiduciary responsibilities and tax compliance.
Trust Services
We offer specialized trust accounting and administration services including Surrogate Court accountings. Our professionals prepare fiduciary tax returns and manage ongoing trust compliance requirements. We support trustees with complex accounting needs.
People
Robert J. Coburn
Partner
CPA with over 35 years of experience in taxation and auditing for diverse clients including small businesses and foreign entities. Member of AICPA and NYSSCPA Tax Section. Graduated with accounting honors from Long Island University.
James A. Coppola
Partner
CPA with 30+ years of experience serving high-net-worth individuals and corporations. Specializes in international tax compliance. Member of AICPA and NYSSCPA. Holds accounting degree from NYU Stern School of Business.
Maureen Kotak
Senior Accountant
CPA with 30+ years of experience in tax preparation and financial reporting. Specializes in small business accounting systems including QuickBooks. Member of AICPA and NYSSCPA. Graduated with honors in accounting from Adelphi University.
Daniel M. Boland
Senior Accountant
CPA with expertise in complex tax returns and FAR audits. Holds master's degree in accounting from Hofstra University. Member of AICPA and NYSSCPA. Specializes in tax planning for high-net-worth individuals.
Meaghan A. Feleppa
Staff Accountant
CPA with 7+ years of experience in tax compliance for partnerships and exempt organizations. Member of AICPA and NYSSCPA. Graduated with professional accounting degree from SUNY Oneonta. Provides payroll and recordkeeping support.
Questions
What accounting services do you offer?
We provide full-service accounting including financial reporting, tax compliance, audit assurance, and business advisory services for businesses and individuals.
Do you handle international tax matters?
Yes, we assist foreign entities operating in the US with tax compliance and reporting requirements across multiple jurisdictions.
What estate planning services are available?
We offer comprehensive estate planning, administration, and tax filing services from initial planning through final asset distribution.
How experienced is your audit team?
Our team has decades of experience conducting audits including Federal Acquisition Regulation (FAR) overhead audits for government contractors.
What makes your firm different?
We combine 114 years of experience with modern accounting technology and personalized service from certified professionals with specialized expertise.
