Business Details
Trusted Accounting & Tax Services in Westbury, NY
Marshall & Moss has provided comprehensive accounting, auditing, and consulting services for over 40 years, specializing in labor organizations and multiemployer benefit plans. Our firm combines deep industry expertise with personalized attention to deliver customized financial solutions. We maintain the highest accounting and ethical standards while prioritizing client satisfaction through precision and one-on-one service. Our team's 57+ years of combined experience ensures tailored strategies for balancing short- and long-term financial goals. As members of AICPA, NYSSCPA, and IFEBP, we uphold rigorous professional standards through peer reviews and continuing education. We serve as auditors, accountants, and administrators for 14+ labor organizations, offering services like forensic audits, payroll compliance, and Form 5500 preparation.Our commitment extends to CFO outsourcing, internal control reviews, and cash flow forecasting to support sustainable growth. With offices in New York City, Long Island City, and Westbury, we provide localized expertise with nationwide relevance. Our tax professionals stay current on evolving regulations to deliver proactive planning solutions for individuals and businesses. By integrating accounting excellence with strategic consulting, we empower clients to achieve financial success while maintaining full compliance.
Services
Accounting Services
Tax Services
Tax Planning
Incorporation Services
Consulting Services
Highlights and features
- We offer 40+ years of specialized experience with multiemployer benefit plans
- Our team maintains AICPA and NYSSCPA professional standards
- We provide customized financial strategies for labor organizations
- Our 57+ combined years of expertise ensure comprehensive solutions
- We guarantee personalized one-on-one client service
Services
Accounting Services
We provide comprehensive accounting and auditing services including financial statement preparation, internal control reviews, and CFO outsourcing. Our team delivers tailored solutions for budgeting, cash forecasting, and compliance with SBIC regulations. With expertise in multiemployer benefit plans, we ensure accurate financial reporting and strategic growth planning for labor organizations and their associated funds.
Tax Services
Our proactive tax services cover individual and business needs including return preparation, planning, and IRS representation. We specialize in complex tax issues related to mergers, estate planning, and international regulations. Clients receive ongoing support through quarterly estimate computations, franchise tax filings, and a complimentary newsletter with tax law updates and planning strategies.
Incorporation Services
We assist with establishing LLCs, S-Corps, C-Corps, and nonprofits through complete incorporation packages. Services include document preparation, EIN acquisition, and compliance kits. Our team provides ongoing support for annual reports, business licenses, and tax registrations to ensure continued compliance with federal, state, and local regulations for new and existing businesses.
Consulting Services
Our consulting services focus on improving business profitability through entity selection, software implementation, and financial strategy. We offer specialized expertise in business valuations, succession planning, and technology integration. By analyzing operational challenges, we develop practical solutions for growth, compliance, and long-term financial stability across various industries.
Payroll Compliance
We conduct comprehensive payroll compliance audits and ensure proper tax reporting for businesses. Our services include expense allocation studies, payroll tax return preparation, and compliance with federal/state wage regulations. For multiemployer plans, we provide specialized audits and reporting to maintain compliance with Taft-Hartley requirements and prevent costly penalties.
People
Frederick Moss
CPA
Frederick Moss brings decades of accounting expertise to Marshall & Moss, specializing in benefit plan audits and compliance. His career focuses on delivering precise financial solutions for labor organizations.
Dennis Munch
CPA
Dennis Munch contributes extensive experience in tax planning and business consulting. He helps clients navigate complex tax regulations while maintaining compliance with evolving financial standards.
Patrick Moss
CPA
Patrick Moss specializes in accounting software implementation and internal control analysis. His technical expertise supports clients in optimizing financial processes and improving operational efficiency.
Questions
What accounting services do you offer?
We provide audits, reviews, compilations, internal control assessments, and CFO outsourcing for labor organizations and businesses.
Do you specialize in tax planning?
Yes, we offer proactive tax planning for individuals and businesses, including international tax compliance and IRS representation.
Can you help with business formation?
We assist with LLC, S-Corp, and C-Corp formations including document preparation, EIN acquisition, and compliance kits.
What consulting services are available?
Our consulting includes entity selection, software implementation, business valuations, and succession planning strategies.
Do you handle payroll compliance audits?
Yes, we conduct payroll compliance audits and ensure proper tax reporting for multiemployer benefit plans.
