Business Details
Expert Tax & Accounting Services in Mahopac
Weiss Advisory Group has served as a trusted community resource for over three decades, dedicated to delivering personalized tax and accounting services. Our team combines deep industry expertise with a commitment to client-centric solutions, addressing complex financial needs for individuals and businesses. With decades of collective experience, we specialize in tax planning, bookkeeping, and retirement strategy consulting, guided by certified professionals. Our approach emphasizes transparency, ethical standards, and tailored guidance to help clients navigate evolving tax regulations. We maintain strong local ties in Mahopac, NY, while serving clients nationwide through comprehensive financial services.Our leadership includes certified public accountants and financial planners with extensive backgrounds in public accounting and corporate finance. We prioritize continuous education to stay at the forefront of tax law changes and technological advancements. Client trust is built through consistent communication, meticulous attention to detail, and a focus on long-term financial success. Our services extend beyond traditional accounting to include audit assistance, estate planning, and specialized training in financial software. This holistic approach positions us as a reliable partner for both personal and business financial health.
Services
Tax Preparation
Bookkeeping Services
Financial Planning
Audit Assistance
Estate Planning
Retirement Strategy
QuickBooks Training
Highlights and features
- We offer over 30 years of specialized tax and accounting expertise
- Our team includes certified public accountants and financial planners
- We provide personalized service tailored to individual client needs
- We maintain deep local knowledge of Mahopac and Westchester County
- We combine traditional accounting with modern financial planning strategies
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, including federal, state, and local tax returns. Our experts handle complex filings for real estate transactions, trusts, estates, and gift taxes. We focus on maximizing deductions while ensuring compliance with current tax regulations.
Bookkeeping Services
Our bookkeeping services support real estate companies and small businesses with accurate financial record-keeping. We maintain organized ledgers, manage accounts payable/receivable, and prepare financial statements. This service ensures businesses have reliable financial data for decision-making and tax purposes.
Financial Planning
We offer strategic financial planning focusing on retirement strategies, tax-efficient investments, and estate planning. Our certified professionals help clients optimize 401(k), 403(b), and pension plans. We specialize in tax avoidance strategies for corporate and public sector employees.
Audit Assistance
Our audit assistance service prepares clients for IRS and state tax audits. We review tax returns, financial statements, and insurance policies to ensure compliance. We provide expert representation and documentation support throughout the audit process.
QuickBooks Training
We provide basic QuickBooks training for small business owners and real estate professionals. Our hands-on sessions cover software navigation, financial tracking, and report generation. This service helps clients maintain accurate financial records independently.
People
Lisa A. Orro
Member, Director of Tax Services
Lisa leads our tax team with over two decades of experience. She holds a Bachelor's in Accounting from Pace University and serves as a public notary. Her expertise spans individual and business tax planning for local clients.
Richard F. Weiss
Founder
Richard established Weiss Advisory Group over four decades ago. A CPA and CFP, he brings extensive financial expertise and serves on local banking and housing boards. His leadership shapes our commitment to community-focused accounting services.
Keith D. Weiss
Managing Member
Keith consults on tax strategies for individuals and small businesses. With an MBA and CFP certification, he specializes in retirement planning and tax-efficient strategies for corporate and public sector employees.
Questions
What tax services do you offer?
We prepare individual, business, trust, and estate tax returns. Our services include tax planning, gift tax filings, and 1031 exchange rule compliance for real estate transactions.
Do you specialize in any industries?
We focus on real estate companies, small businesses, and individual taxpayers. Our expertise includes corporate employee tax planning for major companies like Amazon and Google.
What accounting services are available?
We offer bookkeeping for real estate and small businesses, QuickBooks training, and financial statement preparation. Our services support accurate financial reporting and tax compliance.
How do you handle audit support?
We provide comprehensive audit assistance including documentation preparation, tax return review, and representation during IRS or state audits for both individuals and businesses.
What retirement planning options exist?
We help clients manage 401(k), SEP-IRA, and pension plans. Our strategies optimize tax benefits and include guidance on stock options and retirement income planning.
