Business Details
Your Trusted Accounting Partner in Mattituck, NY
Fogarty Kelly J CPA has built a reputation for delivering comprehensive accounting and financial services to individuals, executives, and small businesses. With decades of combined experience, our team specializes in personalized financial planning, tax strategies, and business accounting solutions tailored to meet the unique needs of each client. We prioritize professionalism, responsiveness, and quality, ensuring clients receive accurate, timely advice to manage risk, improve financial performance, and achieve long-term goals.Our services include estate planning, QuickBooks support, audit preparation, and tax problem resolution, all designed to provide peace of mind and financial freedom. Located in Mattituck, NY, we offer a free initial consultation to help clients navigate their financial journey with confidence.
Services
Tax Preparation
Estate Planning
QuickBooks Services
Small Business Accounting
Personal Financial Planning
Audit Preparation
Tax Problem Resolution
Payroll Services
Business Valuation
Retirement Planning
Highlights and features
- We offer personalized financial planning tailored to individual and business needs.
- Our team provides expert QuickBooks setup, training, and troubleshooting services.
- We specialize in resolving complex tax issues and IRS representation.
- We deliver affordable, transparent pricing with no hidden fees.
- We combine decades of experience with a client-first approach to service.
Services
Tax Preparation
Our tax preparation services ensure accurate and timely filing for individuals and businesses. We specialize in minimizing tax liabilities while maximizing refunds through strategic planning. Clients receive personalized guidance to navigate complex tax codes and meet compliance requirements.
Estate Planning
Estate planning services focus on preserving wealth and ensuring smooth asset transfer to heirs. We help clients create wills, trusts, and legal documents to reduce probate costs and tax burdens. Our approach safeguards family legacies and addresses unique financial circumstances.
QuickBooks Services
QuickBooks setup, training, and support streamline financial management for small businesses. We provide customized solutions to optimize software functionality, including monthly tune-ups and real-time troubleshooting. Our services enhance accuracy and efficiency in bookkeeping tasks.
Small Business Accounting
Comprehensive accounting services for small businesses include bank reconciliation, financial statements, and payroll management. We offer scalable solutions to track cash flow, manage budgets, and support informed decision-making for sustainable growth.
Personal Financial Planning
Personal financial planning helps clients achieve long-term goals through retirement strategies and investment optimization. We assess risk tolerance, create tailored roadmaps, and monitor progress to ensure financial security across life stages.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, financial statements, and QuickBooks support tailored to small business needs.
Do you offer free initial consultations?
Yes, we provide free consultations to discuss your financial goals and service requirements.
How can you help with IRS tax problems?
We offer audit representation, back tax resolution, and negotiation of payment plans with the IRS.
What estate planning services are available?
Our services include wills, trusts, probate avoidance strategies, and tax-efficient wealth transfer solutions.
Do you provide QuickBooks training onsite?
Yes, we offer customized QuickBooks training at your location to address specific business needs.
