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Tax & Financial Services of NY
(631) 585-9698

 

 

I want to be confident in my accountant.  Can you reassure me?

We are a family owned business that has been giving individuals, professionals and small business owners quality accounting and tax services for over 30 years.

Bernie has been an accountant since 1970 and has prepared thousands of tax returns.  Dorothy has 30 years of experience, including working for the IRS for over six years, giving her a distinct advantage when it comes to your taxes.  With the return of our daughter Barbara, an accountant with 15 years experience, we can offer you a group of accountants you will feel confident to call on.

Because we believe that peer association is a great way to keep up to date on the latest tax and accounting practices, we hold active memberships in the National Association of Tax Accountants, the National Association of Public Accountants and the New York Society of Independent Accountants.

We are also long time residents of Long Island, and have probably helped many of your friends and neighbors.

How can I save money on my taxes?

You need a professional.  You need to make sure that your accountants are up to date on the latest changes in tax laws and that they know which laws apply to your situation.  We review your tax returns for the previous three years to get a clear idea of where you've been, where you're headed and how we can help.

It seems like refunds take forever.  When can I expect to see my tax refund?

A direct computer link with the IRS enables us to file your tax returns electronically for faster refunds.  Now you don't have to bite your nails wondering when your tax refunds will arrive.

What else can you offer me?

We offer other services besides tax preparation and personal tax planning.  Some of our other services include

  • Monthly bookkeeping and write up services for small businesses
  • Corporate and Partnership tax returns
  • Out of state tax returns
  • Representation before the IRS
  • Formation of Corporations in any state
  • IRS Offers in Compromise
  • Existing IRS and state tax problems satisfactorily resolved
  • Sales tax returns
  • Payroll tax returns, W-2 forms, 1099 forms

We offer something that is not available with other accountants and large tax firms- convenience.  Your taxes are prepared at your convenience, by computer, in your presence and filed electronically before you leave.  This service is available 7 days a week.

In the event of an audit or other emergency tax situations you can count on us to be your tax team at any time.  Unlike most large tax preparation firms, we are open all year long and do not use part time tax preparers.

We pride ourselves on a lot of things, but personal service is our trademark.  Over the years many of our clients have become good friends, and many friends have become clients. If you can't feel comfortable with the people who are handling your money or your business, what is the point of doing business at all?

Get to know us and see how we can help you.  Call us at (631) 585-9698 to schedule an appointment.