Business Details
38 Years
experience
Your Trusted Partner for Accounting Solutions in Albany
Since 1988, Lurie & Co. & Co., CPAs, P.C. has been dedicated to delivering exceptional accounting and financial advisory services. Our core philosophy centers on transforming complex financial challenges into clear, actionable strategies for businesses and individuals. We prioritize proactive guidance over reactive solutions, ensuring clients understand their options before making critical decisions. By cultivating long-term relationships, we gain deep insights into our clients' financial objectives and life goals. Our team continues the legacy of excellence established by our founder, combining three decades of experience with cutting-edge expertise.We distinguish ourselves through personalized service that goes beyond mere compliance, positioning ourselves as integral partners in our clients' success. Our commitment to quality has been recognized through consistent top ratings in independent peer reviews. We maintain affiliations with premier accounting organizations, ensuring adherence to the highest professional standards. Our approach balances technical precision with strategic foresight, helping clients navigate evolving financial landscapes. From tax planning to business succession, we provide comprehensive solutions tailored to each client's unique needs.
Services
Accounting Services
Tax Planning
Business Consulting
Estate Planning
Peer Review
Details
- Year established: 1988
Highlights and features
- We offer 35+ years of accounting expertise since 1988.
- Our team provides personalized service tailored to specific needs.
- We maintain the highest peer review ratings for quality assurance.
- Our proactive approach prevents tax and financial issues before they arise.
- We combine technical expertise with strategic business advisory capabilities.
Associations and certifications
- AICPA Peer Review Program
Services
Accounting Services
Our accounting services focus on transforming complex financial data into clear business insights. We provide cash flow analysis, financial forecasting, and customized reporting that helps businesses understand their financial position. Our expertise spans multiple industries and we emphasize proactive financial management to prevent future issues. Clients benefit from tailored solutions that align with their specific operational needs and growth objectives.
Tax Planning
We offer comprehensive tax planning services that go beyond annual compliance. Our team stays updated on changing tax regulations to identify year-round savings opportunities. Services include entity selection strategies, estate tax considerations, and business transaction tax planning. We represent clients before tax agencies and help minimize liabilities through legitimate, forward-thinking approaches that align with long-term financial goals.
Business Consulting
Our business consulting services address strategic financial decisions including entity selection, succession planning, and business transactions. We provide cash flow analysis, acquisition guidance, and retirement planning tailored to business owners' needs. Our approach combines technical expertise with practical business strategies to help clients make informed decisions that support sustainable growth and operational efficiency.
Estate Planning
We specialize in comprehensive estate planning that ensures smooth asset transfer while minimizing tax implications. Our services help clients establish succession plans for businesses, create secure provisions for surviving family members, and develop strategies to manage estate taxes. We work closely with legal professionals to create coordinated plans that reflect clients' personal wishes and financial objectives.
Peer Review
As participants in the AICPA Peer Review Program, we maintain the highest quality standards in our accounting practice. We have consistently received the top rating of 'pass' in our triennial reviews. Our quality control system ensures adherence to professional standards while providing continuous improvement in service delivery. This commitment to excellence directly benefits clients through reliable, high-quality accounting services.
People
Michael S. Lurie
President
Leading the firm since 2010, Michael brings over two decades of experience in accounting and financial advisory. He continues the legacy established by his father while expanding the firm's capabilities in modern financial challenges.
Gregory H. Lurie
Founding Partner
With over 50 years in public accounting, Gregory founded the firm in 1988. He previously worked with international and local firms, building expertise in accounting, tax, and financial advisory that forms the firm's foundation.
Christine L. Paul
Vice-President
Christine has served clients across diverse industries since 1993. As Vice President, she leads development of profit and not-for-profit business areas, combining technical expertise with personalized client service.
Questions
What accounting services do you offer?
We provide cash flow analysis, financial forecasting, reviews, and compilations tailored to business needs.
How do you approach tax planning?
We take proactive tax planning with ongoing strategy sessions to minimize current and future liabilities.
Do you offer business succession planning?
Yes, we help develop comprehensive transition plans for business owners preparing for retirement.
Are you available for urgent tax issues?
While we take proactive approach, we do handle urgent tax matters with federal and state agencies.
How are you different from other firms?
We combine three decades of experience with personalized service and consistent top peer review ratings.
