Business Details
50+ Years
experience
Certified Accounting Services in Lake Success, NY
Established in 1974, we are a full-service accounting and financial advisory firm serving businesses and individuals across the Metropolitan New York Area. Our team combines decades of experience with cutting-edge technology to deliver tailored solutions for tax planning, business accounting, and financial strategy. We specialize in serving small to mid-sized businesses, entrepreneurs, and individuals, offering personalized attention backed by expertise in diverse industries including manufacturing, entertainment, and labor unions.Our commitment to client-centric service ensures transparent communication, proactive tax-saving strategies, and comprehensive support for IRS-related matters. With a focus on innovation and environmental responsibility, we help clients navigate complex financial landscapes while maintaining compliance and optimizing outcomes.
Services
Accounting Solutions
Tax Preparation
Bookkeeping Services
IRS Representation
Business Valuation
Details
- Year established: 1974
Highlights and features
- We have over 45 years of experience serving New York businesses and individuals.
- Our team combines CPA expertise with Certified Information Technology Professional credentials.
- We offer tailored solutions for industries including manufacturing, entertainment, and unions.
- Our proactive tax planning minimizes liabilities while ensuring compliance.
- We provide discreet IRS audit representation and tax problem resolution.
What people say
Expert tax guidance
Personalized attention
Effective IRS support
Industry knowledge
Reliable service
Services
Tax Preparation
Our CPA-led tax preparation ensures accurate filings for individuals and businesses. We leverage deep knowledge of federal and state tax codes to maximize refunds while maintaining compliance. Our process includes thorough review of financial documents and strategic timing of deductions to optimize tax outcomes.
IRS Representation
We provide expert defense during IRS audits and resolve tax debt issues. Our team negotiates payment plans, offers in compromise, and lien/levy releases while protecting client interests. With decades of experience, we minimize penalties and streamline communication with tax authorities.
Business Valuation
Our valuation services determine accurate business worth for mergers, acquisitions, or succession planning. We analyze financial statements, market conditions, and industry trends to deliver defensible valuations. This supports strategic decision-making and ensures fair transactions for stakeholders.
QuickBooks Services
We offer QuickBooks setup, training, and troubleshooting to streamline financial operations. Our certified professionals optimize software configurations for business needs and provide ongoing support to improve accounting efficiency and reporting accuracy.
Payroll Services
Our comprehensive payroll solutions handle tax calculations, direct deposits, and regulatory filings. We ensure compliance with federal and state requirements while saving businesses time through automated processes and accurate record-keeping.
People
Steven N. Furman
Partner
CPA since 1976 with expertise in tax planning, business consulting, and technology integration. Former Big 4 accountant now focused on personalized client solutions. AICPA member and QuickBooks Certified Advisor.
Tim Doepfner
Partner
CPA with 15+ years in accounting, specializing in governmental and real estate sectors. Focuses on process improvement and client communication. Active member of AICPA and NYSSCPA.
Richard Quaranto
Senior Accountant
Cornell MBA graduate with 11 years at Arthur Andersen and 12 years as international controller at American Cyanamid. Expertise in corporate finance and public accounting.
Sara Moss
Office Manager
Technology and HR specialist with Fortune 500 experience. Manages firm operations and client portal systems. Holds BS in technology from Pace University.
Melissa Marusic
Administrative Assistant
Support specialist with 7 years in financial services. Handles client communications and document management. Associates degree in Psychology from William Paterson University.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting, payroll processing, financial reporting, and business advisory services tailored to small business needs.
How can you help with IRS tax problems?
Our team negotiates payment plans, offers in compromise, and audit representation to resolve tax debt and compliance issues.
Do you offer virtual accounting services?
Yes, we provide remote bookkeeping, tax preparation, and financial consulting using secure digital platforms.
What industries do you specialize in?
We work with manufacturing, entertainment, real estate, professional services, and nonprofit organizations.
How do you handle business valuations?
We analyze financial metrics, market conditions, and industry trends to deliver accurate, defensible business valuations.
What QuickBooks support do you provide?
We offer software setup, customized training, and ongoing technical support for QuickBooks users.
