Business Details
Expert Accounting & Legal Services in Lake Success
As a full-service Law and Accounting Firm licensed in New York, we have dedicated decades to delivering comprehensive financial and legal solutions for business owners, executives, and independent professionals. Our dual expertise as certified public accountants and legal professionals enables us to address complex tax, corporate, and estate planning matters with precision. With a focus on proactive strategies, we help clients legally minimize tax liabilities, streamline business operations, and create robust estate plans tailored to their unique circumstances.Our team combines technical mastery with personalized service, ensuring clients receive actionable advice backed by deep industry experience. We prioritize transparency, affordability, and long-term partnerships, offering free initial consultations to demystify financial and legal challenges. From QuickBooks setup to IRS representation, our integrated approach ensures clients achieve both immediate relief and sustained success.
Services
Tax Preparation
Estate Planning
Corporate Law
QuickBooks Services
Tax Planning
Legal Services
Accounting Services
Real Estate Compliance
Tax Representation
Financial Planning
Highlights and features
- We combine JD and CPA expertise for holistic financial and legal guidance.
- Our team offers over 30 years of experience in tax and estate planning.
- We provide free initial consultations to address client-specific challenges.
- Our proactive tax strategies maximize after-tax income legally and efficiently.
- We deliver personalized QuickBooks solutions tailored to small business needs.
What people say
Affordable, experienced, and friendly
World-class accountants
Trust and honesty
Invaluable advice
Attentive and proficient
Services
Tax Preparation
We prepare individual and business tax returns with precision, ensuring compliance while maximizing refunds. Our team stays updated on evolving regulations to minimize liabilities legally. Clients benefit from proactive error prevention and clear guidance for complex filings.
Estate Planning
Our estate plans address wills, trusts, and succession strategies to protect assets and family interests. We simplify legal complexities, ensuring smooth wealth transfer while minimizing tax burdens. Services include trust administration and elder care planning.
QuickBooks Services
From setup to training, we optimize QuickBooks for small businesses. Our support includes error resolution, financial reporting, and software customization. Clients gain confidence in managing books efficiently with expert guidance.
Corporate Compliance
We assist with legal entity formation, tax compliance, and reporting under the Corporate Transparency Act. Services ensure businesses meet federal and state requirements, avoiding penalties through accurate documentation and filings.
Tax Representation
Our team advocates for clients during IRS audits and collections. We negotiate settlements, resolve liens, and ensure fair treatment. Confidential, discreet services prioritize resolving tax disputes with minimal client involvement.
People
Ronald F Rockower, JD, CPA
Senior Accountant
Ronald F Rockower, JD, CPA, JD, CPA, has over 30 years of experience providing integrated legal and accounting services. He specializes in tax law, estate planning, and corporate compliance, offering clients comprehensive solutions tailored to their unique needs.
Corey B. Rockower
CPA
Corey B. Rockower, CPA, brings extensive expertise in accounting and tax preparation. He focuses on delivering personalized financial strategies that help business owners and professionals achieve their goals efficiently.
Questions
What accounting services do you offer for small businesses?
We provide QuickBooks setup, payroll solutions, financial reporting, and tax compliance tailored to small business needs.
How can you help with estate planning?
We create customized wills, trusts, and succession plans to protect assets while minimizing tax burdens and legal complexities.
Do you assist with IRS tax problems?
Yes, we represent clients in IRS audits, negotiate settlements, and resolve tax liens or levies discreetly.
Are you available for quick bookkeeping help?
We offer email and phone support for QuickBooks questions, ensuring timely solutions without operational disruptions.
What areas do you serve?
We primarily serve Lake Success, NY, with clients across the New York metropolitan area and beyond.
