Business Details
Expert Accounting & Tax Services in Patchogue, NY
Lori Di Marco CPA has been dedicated to delivering comprehensive accounting and tax services for over 25 years. Our firm combines personalized attention with extensive expertise to meet the needs of individuals, businesses, and nonprofit entities. Specializing in tax preparation, estate planning, and financial consulting, we prioritize client success through tailored solutions. As part of Hall CPA Group LLP, we enhance our capabilities while maintaining our commitment to excellence. Our team leverages decades of experience to navigate complex financial landscapes, ensuring compliance and strategic growth.We serve clients on Long Islands South Shore, offering hands-on support and a focus on long-term financial health. Our services include accounting system guidance, IRS representation, and business consulting, all designed to foster client confidence and success. With a foundation built on trust and technical proficiency, we remain a trusted partner for diverse financial needs.
Services
Tax Preparation
Accounting Services
Estate Planning
Financial Planning
Payroll Services
IRS Representation
Business Consulting
Cash Flow Budgeting
Sales Tax Services
Retirement Planning
Highlights and features
- We offer over 25 years of experience in accounting and tax services.
- Our small firm provides personalized attention and year-round expertise.
- We specialize in serving closely held businesses across diverse industries.
- Our team includes certified professionals with advanced tax education.
- We combine local knowledge with resources from Hall CPA Group LLP.
Services
Tax Preparation
We prepare accurate tax returns for individuals, businesses, and nonprofits, ensuring compliance with federal and state regulations. Our team stays updated on tax law changes to maximize deductions and minimize liabilities. Clients receive strategic advice to optimize their financial position year-round.
Estate Planning
Our estate planning services help clients organize asset transfers while minimizing tax burdens. We create tailored strategies for wills, trusts, and gifting to secure family financial futures. Ongoing guidance ensures plans adapt to evolving personal and legal circumstances.
Business Consulting
We analyze business operations to identify growth barriers and implement practical solutions. Services include cash flow analysis, budgeting, and succession planning for long-term sustainability. Our insights help clients make informed decisions aligned with their goals.
IRS Representation
We advocate for clients during IRS audits and collections, leveraging our expertise to resolve issues efficiently. Our support includes negotiating payment plans and challenging assessments to protect client interests. Proactive guidance helps prevent future compliance risks.
Financial Planning
We develop comprehensive financial plans addressing retirement, investments, and tax strategies. Collaborating with advisors, we ensure cohesive wealth management tailored to life stages. Regular reviews keep clients on track to achieve financial independence.
People
Lori B. DiMarco
CPA, MST
Lori B. DiMarco is a certified public accountant with advanced tax education and decades of experience serving Long Island clients. She specializes in tax strategy, estate planning, and business consulting, combining technical expertise with personalized service.
Questions
What accounting services do you offer?
We provide bookkeeping, financial statements, payroll processing, and accounting system setup for businesses of all sizes.
Do you specialize in any industries?
We work extensively with real estate, construction, manufacturing, and professional practices on Long Island.
How can you help with tax planning?
Our tax planning identifies year-round strategies to reduce liabilities and leverage credits specific to your situation.
Are you available for IRS audit support?
Yes, we represent clients during audits and collections to negotiate favorable resolutions with tax authorities.
What credentials does your team hold?
Our team includes CPAs, tax specialists, and QuickBooks advisors with advanced certifications and local expertise.
