Business Details
43 Years
experience
Trusted Accounting & Tax Services in Kingston NY
At Berardi Gottstine & Miller CPAs P C, we are dedicated to providing personalized and thorough service that meets the unique needs of individuals, estates, and businesses. Our firm combines the experience of a large practice with the individual attention only a small firm can offer, fostering long-term client relationships through transparency and expertise. With decades of collective experience, we specialize in tax planning, compliance, audit representation, financial reporting, and personalized financial planning for retirement, estate, and gift tax matters.Our CPAs maintain rigorous professional standards, including 40 hours of annual continuing education, and actively contribute to the community through advisory roles and nonprofit involvement. We serve businesses across industries, including construction, and offer tailored solutions for payroll tax compliance, litigation support, business succession planning, and elder care financial strategies.
Services
Tax Planning
Audit Representation
Financial Reporting
Estate Tax Planning
Payroll Tax Compliance
Business Advisory
Litigation Support
Elder Care Planning
Construction Industry Accounting
Individual Tax Services
Details
- Year established: 1983
Highlights and features
- We offer personalized service tailored to your business or individual needs.
- Our CPAs hold advanced certifications including PFS, EA, and RIA designations.
- We specialize in tax planning, audit representation, and business succession strategies.
- Our team has over 80 combined years of experience in public accounting.
- We maintain rigorous professional standards with annual 40-hour CPE compliance.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- New York State Society of Certified Public Accountants (NYSSCPA)
Services
Tax Services
We offer comprehensive tax planning and compliance services for individuals, estates, and businesses. Our expertise includes audit representation, tax return preparation, and strategic tax-saving opportunities. Our certified professionals ensure accurate filings tailored to each client's unique situation.
Financial Planning
Our financial planning services address retirement, estate, and gift tax strategies. We provide personalized guidance for individuals and businesses, ensuring long-term financial security and compliance with evolving tax regulations.
Audit Representation
We represent clients during tax audits, ensuring professional communication with authorities. Our services include preparing documentation, resolving discrepancies, and minimizing liability for individuals and businesses under audit scrutiny.
Business Advisory
We support business owners with succession planning, cost analysis, and profit enhancement. Our advisory services include start-up guidance, expansion strategies, and financial reporting tailored to small and mid-sized enterprises.
Elder Care Planning
We specialize in financial strategies for elder care, including Medicaid planning and asset protection. Our team helps families navigate complex financial arrangements while maintaining compliance with tax and estate regulations.
People
William F. Berardi
CPA, Founder
Licensed CPA since 1982 with an MBA from Marist College. Specializes in tax planning, audit representation, and personal financial planning. Active in community leadership and holds PFS and RIA certifications.
Timothy J. Gottstine
CPA
CPA and Enrolled Agent with 35+ years of experience. Focuses on accounting, tax compliance, and financial reporting for diverse clients. Graduated from Binghamton University in 1987.
Chad D. Miller
CPA
Master of Taxation from the University of Tulsa. Provides accounting and tax services to businesses and individuals. Joined the firm in 2000 after graduating from SUNY New Paltz.
Questions
What services does Berardi, Gottstine & Miller CPAs, PC offer?
We offer tax planning, audit representation, financial reporting, estate tax planning, payroll tax compliance, business advisory, and elder care financial planning services.
Do you serve businesses or individuals?
We serve both individuals and businesses, including LLCs, S-Corporations, nonprofits, and construction industry clients.
Are your CPAs credentialed?
Yes, all CPAs hold active licenses, 40+ hours of annual continuing education, and certifications including PFS, EA, and RIA designations.
What areas do you serve?
We primarily serve Kingston, NY, Mid-Hudson Valley, and Ulster County clients.
