Business Details
31 Years
experience
Your Trusted Partner for Accounting and Financial Planning Solutions in Great Neck, NY
For over three decades, Kutz & Company, CPAs & Company, CPAs has delivered personalized financial guidance to individuals and businesses across the New York metro area. Our expertise spans tax management, accounting, investment strategies, estate planning, and financial consulting, supported by a team of seasoned professionals committed to professionalism, responsiveness, and quality. We prioritize close analysis and tailored attention, ensuring clients receive strategic advice aligned with evolving financial regulations. Our dedication to hiring experienced tax professionals and maintaining high standards has fostered long-term client relationships.We combine technical proficiency with a client-first approach to simplify complex tax laws, optimize deductions, and provide clarity in financial decision-making. Our services extend beyond tax preparation to include IRS representation, retirement planning, and business succession strategies. By focusing on transparency and ethical practices, we aim to build trust and empower clients to achieve financial independence. Our track record of excellence and personalized service has made us a trusted partner for individuals and businesses seeking reliable financial solutions.
Services
Tax Preparation
Investment Management
Accounting Services
QuickBooks Help
Financial Projections
Financial Planning
Estate Planning
Bookkeeping
IRS Representation
Reviews and Compilation
Details
- Year established: 1995
Highlights and features
- Over 30 years of experience in accounting and financial planning.
- Personalized service tailored to individual client needs.
- Experienced team of CPAs and investment professionals.
- Comprehensive services covering tax, accounting, and wealth management.
- Proven track record with long-term client relationships.
Associations and certifications
- CPA Firm
- Registered Investment Advisor (SEC)
What people say
Professional and friendly
Knowledgeable and responsive
Highly recommend
Excellent accounting services
Safe and informed
Services
Tax Preparation
We provide comprehensive tax preparation services, ensuring compliance with federal and state regulations while maximizing deductions and credits. Our team stays updated on evolving tax laws to minimize liabilities and optimize returns for individuals and businesses. Clients benefit from personalized strategies tailored to their financial situations.
Investment Management
Our investment management services focus on building tax-efficient portfolios aligned with risk tolerance and long-term goals. We utilize low-cost, diversified strategies to enhance returns while prioritizing client education and transparency in decision-making for sustainable wealth growth.
Accounting Services
We offer full-cycle accounting services, including bookkeeping, financial statement preparation, and system setup. Our solutions ensure accurate record-keeping and actionable insights, helping businesses maintain profitability and make informed financial decisions aligned with their operational needs.
Estate Planning
Our estate planning services help clients navigate complex tax laws to ensure smooth asset transfer and minimize beneficiary liabilities. We create customized plans, including trusts and wills, to protect legacies and provide peace of mind for families and business owners.
IRS Representation
We provide expert IRS representation during audits, leveraging our experience to resolve issues efficiently. Our goal is to reduce stress and financial risk by ensuring compliance, negotiating settlements, and advocating for clients' interests throughout the audit process.
People
Andrew Kutz
CPA
Andrew Kutz & Company, CPAs & Company, CPAs has over 15 years of experience in accounting and financial planning, specializing in personalized tax and investment strategies. Clients praise his expertise, responsiveness, and ability to simplify complex financial matters with a family-like approach.
Thom Egan
Investment Advisor
Thom Egan brings decades of experience in wealth management, focusing on tax-efficient investment strategies and intergenerational financial planning. His client-centric philosophy emphasizes transparency, education, and long-term trust-building through consistent, ethical advice.
Questions
What services does Kutz & Company, CPAs & Company, CPAs & Company, CPAs offer?
We provide tax preparation, investment management, accounting, estate planning, bookkeeping, IRS representation, and financial consulting tailored to individual and business needs.
How does Kutz & Company, CPAs & Company, CPAs & Company differ from other accounting firms?
Our focus on personalized service, combined with 30+ years of experience and a team of CPAs and investment advisors, ensures customized solutions and long-term client trust.
Do you serve clients outside the New York metro area?
While our office is in Great Neck, NY, we serve clients nationwide through virtual consultations and remote accounting support.
Can Kutz & Company, CPAs & Company, CPAs & Company assist with IRS audits?
Yes, we offer professional IRS representation to guide clients through audits, ensuring compliance and minimizing liabilities with expert support.
