Business Details
34 Years
experience
Trusted Accounting and Tax Services in Farmingdale, NY
Founded in 1992, our firm delivers expert accounting and tax services rooted in over 25 years of professional experience. As a Certified Public Accountant and holder of a Master of Science in Taxation degree, I lead a client-focused practice dedicated to resolving complex tax matters while prioritizing transparency and personalized attention. Our expertise spans tax planning, IRS audit representation, estate and trust administration, and financial strategy for diverse clients including high-net-worth individuals, corporations, and nonprofit organizations.Active participation in professional organizations like the New York State Society of CPAs and IRS liaison committees ensures our practice remains at the forefront of tax law developments. With a career spanning decades in public accounting, including leadership roles in civic organizations like Rotary International, we combine technical excellence with ethical service to help clients achieve financial clarity and compliance.
Services
Tax Consultation
Tax Planning
Tax Problem Resolution
IRS Audits
Financial Planning
Retirement Planning
Estate Administration
Trust Planning
Divorce Taxation
Corporate Tax Services
Details
- Year established: 1992
Highlights and features
- We offer 25+ years of experience in tax and accounting services.
- Our team holds advanced education including a Master of Science in Taxation.
- We specialize in complex tax problem resolution and IRS audit representation.
- Our practice maintains active involvement in professional tax committees.
- We provide tailored financial strategies for high-net-worth individuals and businesses.
Associations and certifications
- Certified Public Accountant (CPA)
What people say
Most professional and knowledgeable
Monetary savings
Expertly guide
Emotional support
Timely responses
Services
Tax Problem Resolution
We resolve complex tax issues with federal and state authorities. Our expertise includes IRS audit representation, penalty abatement, and collection negotiation. Clients benefit from strategic solutions that minimize financial exposure while ensuring compliance with current tax regulations.
Estate Planning
We create comprehensive estate plans addressing tax efficiency and asset protection. Services include wills, trusts, and gift tax strategies for high-net-worth individuals. Our approach ensures smooth intergenerational wealth transfer while minimizing estate tax liabilities.
IRS Audit Representation
We provide expert representation during IRS and NYS tax audits. Our proactive approach includes document preparation and strategic communication with tax authorities. Clients receive thorough guidance to navigate audit processes while protecting their financial interests.
Corporate Tax Services
We serve C Corporations, S Corporations, and partnerships with tax compliance and planning. Our services include entity selection, multi-state tax strategies, and financial reporting. Businesses benefit from tailored advice that aligns with operational goals and regulatory requirements.
Financial Planning
We develop customized financial strategies integrating tax considerations with retirement goals. Services cover investment planning, risk management, and cash flow optimization. Clients receive holistic guidance that coordinates with their overall tax and estate planning objectives.
People
Ruth Betz CPA
Founder, CPA, MST
Certified Public Accountant with 25+ years of experience. Holds Master of Science in Taxation degree. Specializes in tax resolution and estate planning. Active in NYSSCPA and IRS liaison committees. Former Rotary District treasurer.
Questions
What tax services do you specialize in?
We specialize in tax problem resolution, IRS audit defense, estate planning, corporate tax compliance, and financial strategy for individuals and businesses.
How experienced is your team?
Our founder has 25+ years of experience as a CPA with advanced education in taxation and leadership roles in professional accounting organizations.
Do you handle complex IRS issues?
Yes, we resolve IRS audits, collection disputes, and tax debt negotiations with documented success in reducing liabilities for clients.
What areas do you serve?
We primarily serve Farmingdale, Nassau County, and Suffolk County with clients across New York State and multistate entities.
