Business Details
33 Years
experience
Your Trusted Partner for Accounting and Tax Services
Since 1993, our firm has provided tailored accounting and tax solutions to individuals and businesses across Long Island and New York City. As licensed Certified Public Accountants, we combine decades of experience with personalized service to address each client's unique financial needs. Our expertise spans tax preparation and planning, business accounting, payroll services, and financial statement preparation. We maintain active memberships in the American Institute of CPAs and the NYS Society of CPAs, demonstrating our commitment to professional excellence. Our team offers specialized support for business startups, QuickBooks implementation, and retirement planning while prioritizing clear communication and client education.With offices in Centereach and Manhattan, we serve clients through both in-person consultations and remote support. Our practice philosophy emphasizes accessibility, ethical standards, and proactive tax strategies to minimize liabilities. We specialize in resolving IRS issues and multi-state tax filings while assisting professionals transitioning from salaried positions to business ownership. Our continuous service model ensures clients receive timely advice throughout the year, not just during tax season. This combination of technical expertise and personalized attention has sustained our practice for over 30 years.
Services
Tax Preparation
Bookkeeping
Payroll Services
Business Startups
Financial Planning
IRS Representation
Retirement Planning
Multi-State Tax Filing
QuickBooks Consulting
Corporate Financial Statements
Details
- Year established: 1993
Highlights and features
- We have over 30 years of experience in accounting and tax services
- Our team provides personalized attention to meet individual client needs
- We offer year-round tax planning to minimize liabilities
- Certified expertise as licensed CPAs in New York State
- Assistance with QuickBooks setup and training for businesses
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, including multi-state returns and specialized tax situations. Our CPAs ensure accurate filings while identifying legitimate deductions to minimize tax liabilities. With expertise in both personal and corporate taxation, we handle complex returns involving investment income, business operations, and retirement planning.
Bookkeeping
Our bookkeeping services maintain accurate financial records for businesses of all sizes. We implement efficient accounting systems, manage accounts payable/receivable, and generate financial statements. Clients receive organized records that support informed business decisions while ensuring compliance with regulatory requirements. We also assist with QuickBooks setup and training.
Business Startups
We guide entrepreneurs through business formation, helping select appropriate legal structures and tax classifications. Our services include creating business plans, setting up accounting systems, and establishing payroll processes. We provide ongoing support for new businesses transitioning from salaried employment to ownership, ensuring proper financial foundations for long-term success.
Financial Planning
Our financial planning services help clients achieve long-term goals through strategic retirement planning and asset management. We analyze current financial situations, develop customized plans, and provide ongoing guidance. Services include 401(k) and profit-sharing plan implementation for businesses and personalized investment strategies for individuals.
IRS Representation
We assist clients facing IRS audits or tax-related identity theft issues. Our CPAs communicate directly with tax authorities, resolve discrepancies, and implement corrective measures. We provide documentation support and advocacy throughout the process while implementing preventive strategies to protect against future tax-related identity theft.
People
Ali C. Kurtmer
Certified Public Accountant
Ali C. Kurtmer has provided accounting and tax services since 1993, specializing in personalized financial solutions. As a licensed CPA in New York State, he combines technical expertise with client-focused service. His experience includes business startup support, QuickBooks implementation, and complex tax planning.
Questions
What accounting services do you offer?
We provide bookkeeping, financial statements, payroll processing, and QuickBooks implementation for businesses. Our services support companies from startup through ongoing operations.
Do you handle multi-state tax returns?
Yes, we prepare and file tax returns for multiple states, ensuring compliance with varying state tax regulations while optimizing tax outcomes.
Can you help with business startup accounting?
We assist with business formation, accounting system setup, and financial planning for new businesses, including payroll implementation and tax classification decisions.
What tax planning services are available?
We offer year-round tax planning to minimize liabilities, including retirement plan strategies, business expense optimization, and multi-jurisdictional tax management.
How do you handle IRS audit representation?
Our CPAs represent clients during IRS audits, handling communications, preparing documentation, and resolving tax discrepancies while explaining audit outcomes clearly.
What locations do you serve?
We serve clients in Centereach, Long Island, and Manhattan, NY, with both office visits and remote support options available for convenience.
