Business Details
41 Years
experience
Your Trusted Partner for Accounting Services in Westbury, NY
Marshall & Moss has delivered comprehensive accounting, auditing, and consulting services for over four decades. Founded in 1985, our firm specializes in serving labor organizations and multiemployer benefit plans, with expertise in financial reporting, tax compliance, and strategic advisory. Our team holds certifications from the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA), ensuring adherence to rigorous professional standards. We maintain active memberships in industry bodies like the International Foundation of Employee Benefit Plans (IFEBP) to stay at the forefront of regulatory developments. Our commitment to excellence is underscored by annual peer reviews and continuing education requirements met by our entire professional staff.We prioritize personalized service, blending technical proficiency with deep industry insights to address the unique needs of each client. Our services span audits, tax planning, incorporation guidance, and customized consulting, supported by state-of-the-art technology for accuracy and efficiency. Headquartered in Westbury, NY, with satellite offices in New York City and Long Island City, we serve clients across diverse regions with consistency and reliability. Our decades of experience and focus on client collaboration have made us a trusted partner for businesses seeking financial clarity and long-term growth.
Services
Accounting Services
Tax Services
Tax Planning
Incorporation Services
Consulting Services
Details
- Year established: 1985
Highlights and features
- Over 40 years of specialized experience in accounting for labor organizations and multiemployer plans
- Certified Public Accountants (CPA) with rigorous AICPA and NYSSCPA credentials
- Customized solutions tailored to each client's unique financial and operational needs
- Peer-reviewed firm maintaining annual compliance with industry education standards
- Proven expertise in audits, tax compliance, and strategic advisory services
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- New York State Society of Certified Public Accountants (NYSSCPA)
- International Foundation of Employee Benefit Plans (IFEBP)
Services
Accounting Services
Our accounting services encompass audits, reviews, and compilations tailored to labor organizations and multiemployer plans. We provide CFO outsourcing, internal control assessments, and cash flow forecasting, leveraging industry-specific expertise. Our approach combines technical precision with strategic insights to support informed decision-making for long-term organizational growth.
Tax Services
We offer year-round tax planning and compliance solutions for individuals, corporations, and nonprofits. Services include federal/state tax return preparation, IRS representation, estate tax planning, and international tax advisory. Our team stays current with evolving regulations to minimize liabilities while ensuring adherence to complex tax codes across multiple jurisdictions.
Incorporation Services
Specializing in entity formation, we guide clients through LLC, S-Corp, C-Corp, and nonprofit registrations. Our services include document preparation, EIN acquisition, registered agent support, and compliance kits. We simplify legal requirements to establish a solid foundation for new businesses while addressing unique operational and tax considerations.
Consulting Services
Our consulting services focus on business valuations, software implementation, and succession planning. We analyze profitability challenges, optimize financial systems, and develop growth strategies tailored to organizational goals. With expertise in retirement planning and estate management, we deliver actionable insights to enhance operational efficiency and long-term sustainability.
Auditing Services
We conduct comprehensive audits for multiemployer benefit plans, including compliance with SBIC regulations and Form 5500 reporting. Our team performs forensic audits, payroll compliance reviews, and expense allocation studies, ensuring transparency and regulatory adherence. These services support organizational accountability and risk mitigation in complex financial environments.
People
Frederick Moss
CPA
Frederick Moss, CPA, brings decades of expertise in accounting for labor organizations and multiemployer benefit plans. He specializes in audits and compliance services.
Dennis Munch
CPA
Dennis Munch, CPA, focuses on tax planning and compliance, ensuring clients navigate complex regulations with strategic, compliant solutions.
Patrick Moss
CPA
Patrick Moss, CPA, assists with incorporation services and business advisory, guiding startups through entity selection and compliance requirements.
Questions
What accounting services do you offer?
We provide audits, reviews, compilations, internal control assessments, and CFO outsourcing tailored to labor organizations and multiemployer plans.
Do you specialize in tax services for specific industries?
Yes, we specialize in tax compliance and planning for labor organizations, nonprofits, and multiemployer benefit plans.
How do you assist with business formation?
We guide clients through LLC, S-Corp, and C-Corp formations, including document preparation, EIN acquisition, and compliance support.
What areas do you serve?
Headquartered in Westbury, NY, we serve clients across New York City, Long Island, and statewide jurisdictions.
Are you accredited by professional organizations?
Yes, we are members of AICPA, NYSSCPA, and IFEBP, with CPAs maintaining annual continuing education requirements.
