Business Details
39 Years
experience
Trusted Accounting & Tax Services in Babylon, NY
Established in 1987, our firm provides comprehensive accounting and tax solutions tailored to both individuals and businesses. Our team of five experienced professionals delivers expertise in federal, state, and local tax compliance, financial statement preparation, and business consulting while maintaining personalized service. We combine the technical proficiency of a large firm with the individualized attention of a boutique practice. Our CPAs hold active knowledge of evolving tax regulations affecting diverse entities including corporations, partnerships, nonprofits, and high-net-worth individuals. Through our proprietary Payroll Solution technology, we offer 24/7 accessible payroll processing with full compliance management.We specialize in minimizing tax liabilities through strategic estate planning, sales tax services, and audit representation. Our client-centric approach focuses on proactive financial planning to maximize business efficiency and personal wealth preservation. We maintain active memberships in professional organizations including the American Institute of CPAs and New York State Society of CPAs. Our proven track record spans over three decades, serving the Long Island community from our Babylon headquarters. Our commitment to excellence is demonstrated through our GAAP-compliant financial reporting and tailored tax compliance systems.
Services
Tax Preparation
Payroll Services
Financial Statements
Estate Planning
Tax Planning
Audit Services
Sales Tax Services
Business Consulting
Details
- Year established: 1987
Highlights and features
- We offer over 30 years of accounting experience with personalized service
- Our team includes CPAs with diverse public accounting backgrounds
- We combine large firm expertise with boutique-level personal attention
- We provide 24/7 accessible payroll processing technology
- We maintain active knowledge of evolving federal and state tax regulations
Services
Tax Preparation
We provide expert preparation of federal, state, and local tax returns for individuals and businesses. Our CPAs stay current with changing tax laws to ensure compliance while minimizing liabilities. Services include audit support and tax penalty prevention systems.
Payroll Services
Our proprietary 24/7 Payroll Solution handles tax calculations, filings, and reporting for all 50 states. Features include direct deposit, W-2 processing, time tracking, and electronic tax payments while maintaining full compliance with evolving regulations.
Financial Statements
We prepare GAAP-compliant financial statements and customized business analyses. Services include compilation, review, and audit services to help businesses identify inefficiencies and maximize profitability through accurate financial documentation.
Estate Planning
Our estate planning services minimize federal and state tax liabilities. We help protect heirs from unnecessary tax burdens and emotional distress through strategic trust creation and asset protection planning.
Tax Planning
We monitor tax law changes to implement proactive strategies that reduce current and future liabilities. Services include tax compliance monitoring systems to prevent penalties and optimize savings for individuals and businesses.
People
Richard A. Finelli
CPA
Founder with over 30 years in accounting, specializing in tax compliance and financial planning. Brings expertise from public accounting and corporate finance backgrounds to develop strategic solutions for clients.
Questions
What accounting services do you offer?
We provide tax preparation, financial statements, payroll processing, estate planning, audit services, and business consulting. All services include expert tax law compliance and personalized financial strategies.
Do you offer payroll processing solutions?
Yes, our proprietary 24/7 Payroll Solution handles all aspects of payroll including tax filings, direct deposit, time tracking, and year-end reporting for businesses in all 50 states.
How do you handle tax planning?
Our tax planning services monitor current law changes to implement proactive strategies that minimize liabilities. We create customized compliance systems to prevent penalties while optimizing savings.
What experience do your CPAs have?
Our CPAs have diverse backgrounds including public accounting firms and private corporations, with continuous education on evolving tax regulations affecting all business entities and individual taxpayers.
What areas do you serve?
We primarily serve Babylon, NY and surrounding Long Island communities from our office located at 181 West Main Street Suite 201.
