Business Details
44 Years
experience
Certified Accounting Services in Harrison, NY
Since 1982, Bilotta & Santoli, CPAs, P.C. has provided personalized accounting services to Harrison, NY, building long-term client relationships through tailored financial solutions. Our team combines decades of experience with a client-first approach, offering comprehensive tax, payroll, accounting, and business consulting services. We prioritize active listening to understand individual client needs, ensuring customized strategies that align with personal and professional goals. Our expertise spans individual and corporate tax planning, cloud-based payroll processing, financial statement preparation, and business lifecycle consulting. We maintain accessibility and flexibility, positioning ourselves as trusted advisors who treat every client's business as our own.With a focus on minimizing tax liabilities and maximizing financial growth, we deliver year-round support that extends beyond seasonal filings. Our cloud-based systems enhance efficiency and security for both accounting and payroll services, enabling seamless collaboration with clients. We specialize in simplifying complex financial processes for small businesses, including sales tax compliance and estate planning. Our commitment to continuous education ensures clients benefit from the latest tax law updates and strategic insights. We offer complimentary initial consultations to demonstrate our dedication to client success and satisfaction.
Services
Tax Services
Payroll Processing
Accounting Services
Business Consulting
Estate Planning
Financial Analysis
Sales Tax Compliance
Retirement Planning
Audit Services
Bookkeeping
Details
- Year established: 1982
Highlights and features
- We offer 40+ years of experience in personalized accounting solutions since 1982
- Our cloud-based systems ensure secure, real-time financial collaboration
- We provide tailored tax strategies that minimize liabilities and maximize refunds
- Our team specializes in small business payroll compliance and reporting
- We combine technical expertise with personalized service for every client
What people say
Personalized service
Expert tax advice
Reliable professionals
Proactive planning
Clear communication
Services
Tax Services
We offer comprehensive tax assistance for individuals and businesses, including return preparation, compliance, and strategic planning. Our team monitors tax law changes to identify savings opportunities while ensuring accurate filings. Services cover personal income taxes, corporate returns, estate planning, and audit representation.
Payroll Services
Our cloud-based payroll system handles check printing, direct deposits, tax filings, and compliance reporting. We manage withholding calculations, quarterly filings, and year-end tax forms while providing customized reporting tools to streamline business operations.
Accounting Services
We provide bookkeeping, financial statement preparation, and cash flow analysis using secure cloud technology. Our services include GAAP-compliant reporting, accounts receivable/payable management, and audit preparation for businesses of all sizes.
Business Consulting
Our consultants assist with business formation, entity selection, and succession planning. We offer market evaluations, compliance guidance, and strategic financial planning to support businesses throughout their lifecycle from startup to exit strategies.
Estate Planning
We specialize in estate tax planning, trust creation, and asset protection strategies. Our services include preparing complex tax returns for estates and trusts while advising on charitable giving and intergenerational wealth transfer.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, payroll processing, and tax compliance services tailored to small business needs.
How can you help with tax planning throughout the year?
Our proactive approach includes monitoring tax law changes and developing strategies to minimize liabilities while maximizing refunds.
Do you offer cloud-based accounting solutions?
Yes, we use secure cloud systems for real-time collaboration, check processing, and comprehensive financial reporting.
What estate planning services are available?
We prepare complex estate tax returns and advise on trust structures, charitable giving, and asset protection strategies.
How do you support new business owners?
We assist with entity selection, business plan development, licensing requirements, and market positioning analysis.
