Business Details
Your Trusted Partner for Accounting and Tax Solutions in Melville, NY
Founded over 50 years ago by Leon A. Kweit, KMD Certified Public Accountants has established itself as a trusted financial advisory firm serving businesses and individuals across the tri-state area. Our client-first philosophy prioritizes professionalism and dedication, ensuring tailored solutions that align with each client's unique financial goals. With expertise in accounting, tax compliance, and strategic advisory services, we empower clients to navigate complex financial landscapes with confidence. Our team's deep industry knowledge spans sectors including real estate, healthcare, and manufacturing, supported by a commitment to fiduciary responsibility and objective advice.Long-term client relationships, some spanning three generations, reflect our ability to deliver consistent value through evolving economic conditions. We specialize in outsourced CFO services, wealth management, and business succession planning, leveraging technology-driven solutions to enhance financial clarity and decision-making for our clients.
Services
Accounting
Tax Preparation
Financial Advisory
Outsourced CFO Services
Estate Planning
Business Accounting
Tax Compliance
Audit and Assurance
Wealth Management
Start-Up Business Advisory
Highlights and features
- We offer over 50 years of combined experience in accounting and financial advisory services.
- Our team provides personalized guidance tailored to individual client needs and goals.
- We maintain a strict fiduciary duty to prioritize client interests in all recommendations.
- Our industry-spanning expertise covers sectors like healthcare, real estate, and manufacturing.
- We've maintained long-term client relationships with some families across three generations.
Services
Accounting
Our accounting services provide comprehensive financial reporting and analysis for businesses and individuals. We handle general ledger maintenance, bank reconciliations, and financial statement preparation while ensuring tax compliance. Our team works closely with clients to develop customized reporting structures that support strategic decision-making and long-term financial health.
Tax Compliance
We offer full-spectrum tax compliance solutions covering federal, state, and local requirements. Our CPAs specialize in tax planning, projections, and structuring to optimize liabilities across business entities. Services include income tax preparation, estate tax planning, and multi-jurisdictional tax compliance strategies tailored to individual and corporate client needs.
Financial Advisory
Our financial advisory services encompass wealth management, retirement planning, and business succession strategies. We provide objective guidance on investment monitoring, risk management, and estate planning while collaborating with legal and insurance professionals to create holistic financial solutions for individuals and family offices.
Outsourced CFO Services
We deliver outsourced CFO solutions including financial strategy development, cash flow management, and budget forecasting. Our services support business owners with financial reporting analysis, cost management, and capital structure optimization to enhance operational efficiency and drive sustainable growth for mid-sized enterprises.
Audit and Assurance
We provide audit and assurance services with three engagement levels: full audits, reviews, and compilations. Our systematic approach verifies financial information accuracy, tests transactions, and evaluates internal controls to ensure regulatory compliance while delivering actionable insights for business improvement and investor reporting.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including general ledger maintenance, bank reconciliations, financial statement preparation, and tax compliance support tailored to small business needs.
Do you handle multi-state tax compliance requirements?
Yes, our CPAs specialize in federal, state, and local tax compliance with expertise in structuring tax-efficient operations across multiple jurisdictions in the tri-state area.
What financial advisory services are available for individuals?
We offer retirement planning, estate tax strategies, wealth protection, and investment monitoring services coordinated with your legal and insurance advisors for comprehensive wealth management.
Can you assist with accounting software implementation?
Our specialists provide full support for accounting software selection, installation, and training including integration with existing business systems and workflow optimization.
What industries do you specialize in?
We serve diverse sectors including healthcare, real estate, manufacturing, professional services, and family offices with industry-specific financial expertise and reporting solutions.
How do you handle business succession planning?
We develop comprehensive succession strategies covering leadership transition, ownership transfer, governance planning, and continuity documentation to ensure smooth business transitions across generations.
