Business Details
38 Years
experience
Trusted Accounting & Tax Services in Albany, NY
Founded in 1988, our firm was established with a clear vision to provide exceptional service to clients navigating complex financial landscapes. We specialize in demystifying intricate rules and laws, offering proactive guidance that empowers clients to make informed decisions aligned with their financial objectives and life goals. Our approach emphasizes building personal relationships, allowing us to understand each client's unique needs and evolve as a trusted partner in their long-term success.With over 35 years of combined experience, our team delivers expertise in accounting, tax, and financial advisory services, maintaining a legacy of quality established by our founding partner. We prioritize transparency, ethical standards, and continuous adaptation to new regulations, ensuring clients receive reliable, forward-thinking solutions tailored to their specific circumstances.
Services
Accounting Services
Tax Preparation
Business Entity Selection
Business Succession Planning
Estate Planning
Divorce Support
Expert Witness Services
Financial Forecasts
Cash Flow Analysis
Management Advisory
Details
- Year established: 1988
Highlights and features
- We offer over 35 years of experience in accounting and tax advisory services.
- Our team provides personalized financial guidance tailored to individual client needs.
- We maintain the highest AICPA peer review rating for quality control.
- Our proactive tax planning minimizes liabilities while maximizing long-term benefits.
- We specialize in business succession and estate planning strategies.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
Services
Accounting Services
We provide comprehensive accounting solutions including cash flow analysis, budgeting, and financial forecasting. Our team ensures accurate financial reporting through reviews and compilations, helping businesses maintain compliance while optimizing financial health. Clients benefit from tailored insights that support strategic decision-making and long-term growth.
Tax Preparation
Our proactive tax services minimize liabilities through strategic planning and compliance expertise. We handle individual and business tax returns, entity selection, and complex tax issues for corporations, partnerships, and estates. Continuous updates on tax law changes ensure clients receive optimal year-round tax strategies.
Business Entity Selection
We guide clients through choosing the optimal business structure, analyzing tax implications and legal protections for S corporations, LLCs, and partnerships. Our advice ensures clients establish frameworks that maximize financial advantages while aligning with long-term business objectives and succession plans.
Business Succession Planning
Our succession planning services ensure seamless business transitions through strategic coordination of ownership transfer, leadership development, and financial continuity. We address tax considerations and operational sustainability, preserving business value during leadership changes while maintaining stakeholder confidence.
Divorce Support
We provide specialized financial guidance during divorce proceedings, including asset valuation, income analysis, and tax impact assessments. Our services extend to expert testimony and document review, ensuring equitable financial resolutions while maintaining professional objectivity throughout the legal process.
People
Michael S. Lurie
President
President with over 20 years of leadership experience at Lurie & Co. & Co., specializing in accounting and tax advisory. Prior experience at J.P. Morgan enhances strategic financial expertise for business clients.
Gregory H. Lurie
Founding Partner
Founding partner with 50+ years in public accounting. Former executive at international firms brings deep expertise in financial advisory and business growth strategies for privately held companies.
Christine L. Paul
Vice-President
Vice-President since 1993, specializing in profit and nonprofit sector financial management. Certified Public Accountant with Siena College education guiding diverse industry clients toward financial compliance and growth.
Questions
What accounting services do you offer?
We provide cash flow analysis, financial forecasts, reviews, and compilations to help businesses maintain accurate records and strategic financial planning.
How can you assist with tax planning?
Our proactive tax services include entity selection, compliance strategies, and year-round planning to minimize liabilities for individuals and businesses.
Do you handle business succession planning?
Yes, we develop customized succession strategies ensuring smooth leadership transitions while addressing tax implications and operational continuity.
What specialized services are available?
We offer divorce financial support, expert witness testimony, estate planning, and management advisory services tailored to complex client needs.
Are you AICPA peer review certified?
Yes, we maintain the highest AICPA peer review rating, demonstrating our commitment to quality control and professional standards.
