Business Details
50+ Years
experience
Trusted Tax & Accounting Services in Jericho, NY
Spitzkoff & Associates has been delivering comprehensive tax, bookkeeping, and business advisory services to small and medium-sized enterprises and individuals since 1968. Our team of licensed tax preparers specializes in creating tailored financial systems that align with clients' unique needs. Through strategic partnerships with legal, insurance, and financial professionals, we offer integrated solutions for tax optimization, estate planning, and elder care strategies. Our commitment to maintaining direct client relationships ensures personalized guidance across all financial matters. With decades of experience in regulatory compliance and industry-specific accounting practices, we provide expert preparation of corporate, individual, and fiduciary tax returns. Our continuous monitoring of tax legislation changes and adherence to Generally Accepted Accounting Principles guarantee accurate, up-to-date financial reporting.The firm's expertise extends to specialized services for cooperatives, condominiums, and nonprofit organizations, addressing their distinct accounting requirements. Our Medicaid planning specialists offer strategic advice on elder care resources, including home health care and assisted living options. We maintain affiliations with legal consultants to protect client assets through comprehensive estate preservation strategies. Our proactive approach combines technical expertise with personalized service to minimize tax liabilities and maximize financial outcomes. This long-standing commitment to excellence has established us as trusted advisors in the tri-state area.
Services
Tax Preparation
Bookkeeping Services
Financial Statements
Estate Planning
Elder Care Planning
Details
- Year established: 1968
Highlights and features
- Licensed tax preparers with 55+ years of tri-state experience
- Specialized accounting for cooperatives, condos, and nonprofits
- Integrated estate and elder care planning services
- Year-round tax planning to minimize liabilities
- Direct client relationships with personalized financial strategies
Services
Tax Preparation
We prepare individual, corporate, and fiduciary tax returns with precision and compliance. Our licensed professionals handle payroll, sales, and estate tax filings while ensuring adherence to federal, state, and local regulations. Through continuous tax law monitoring, we optimize filings to minimize liabilities for businesses and individuals.
Bookkeeping Services
Our full-cycle bookkeeping maintains accurate financial records and regulatory compliance. We manage payroll processing, asset tracking, and specialized accounting for cooperatives and nonprofits. Real-time financial reporting and tax law updates help businesses maintain compliance and informed decision-making throughout the year.
Estate Planning
We develop customized estate preservation strategies through asset analysis and legal collaboration. Our services maximize inheritances for beneficiaries while addressing tax implications. By integrating legal and financial expertise, we create comprehensive plans that protect assets across generations with proper documentation and compliance.
Elder Care Planning
Our Medicaid experts guide families through elder care resource selection and insurance navigation. We provide strategic advice on home health care, assisted living, and nursing home options. With specialized knowledge of Medicaid regulations, we help clients make informed decisions about long-term care planning and financial protection.
Financial Statements
We prepare GAAP-compliant income statements and balance sheets for businesses of all sizes. Our financial reporting includes tax law impact analysis and industry-specific insights. Through ongoing research and regulatory updates, we ensure accurate financial documentation that supports strategic business decisions and compliance requirements.
People
Gerald Spitzkoff
Principal
Licensed tax professional with Medicaid audit expertise from NYS Department of Health. Former CFO for multiple nursing homes, specializing in elder care regulations and financial planning strategies.
Questions
What tax services do you offer?
We prepare individual, corporate, payroll, fiduciary, estate, and gift tax returns with IRS and state agency representation.
Do you handle specialized accounting needs?
Yes, we provide tailored bookkeeping for cooperatives, condominiums, and nonprofit organizations with compliance expertise.
What elder care planning services are available?
We offer Medicaid planning, long-term care options analysis, and insurance navigation for aging loved ones.
How do you help reduce tax liabilities?
Through year-round tax planning, regulatory compliance, and strategic financial structuring based on current legislation.
What financial statements do you prepare?
We create GAAP-compliant income statements and balance sheets with ongoing tax law impact analysis.
What areas do you serve?
We primarily serve New York, New Jersey, and Connecticut with personalized accounting solutions.
