New York Accountant Services

Personal Accounting, Business Strategy, and Tax Services

Find your financial success, whether personal or professional, through accurate and efficient accounting. Our CPA's are knowledgable, experienced, and ready to help you save thousands.  

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New York Personal Finance Planning

Create Your Financial Freedom

Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

Save Enough For Retirement

Identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.

Pay For Your Child to Attend College

Accurately estimating the amount of money you'll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.

Protect Your Family With An Emergency Fund

Ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can't manage them yourself.

Achieve Your Investment Goals

Identifying the steps needed to maximize your investment returns as well as the steps needed to help minimize your risk while building increased predictability of your investment returns.

Leave Your Legacy

Maximizing the value of your estate by saving tax dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.

Accounting for Businesses in New York

Business Accounting Solutions

Discover the numerous benefits of choosing our business. Our services are designed to provide value and advantages to our clients, helping them achieve their goals efficiently and effectively.

Small Business Accounting

Our state of the art bookeeping services offers small business owners an efficient and cost effective way of keeping track of their business activities. As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits!Each month or quarter we'll do the following things for you:

‍Reconcile your bank account
‍Generate an income statement
‍Generate a balance sheet
‍Clean up your general ledger
‍Provide unlimited consultations

‍These tasks form the solid foundation of your small business accounting system. You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.

Payroll

Streamline your operations with our efficient processes. We optimize workflows and eliminate bottlenecks, saving you time and resources.

Fractional CFO

Maximize your cost savings with our innovative solutions. We help you reduce expenses and increase your bottom line.

Audits, Reviews, Compilations

Maximize your cost savings with our innovative solutions. We help you reduce expenses and increase your bottom line.

Cash Flow Management

Maximize your cost savings with our innovative solutions. We help you reduce expenses and increase your bottom line.

Bank Financing

Maximize your cost savings with our innovative solutions. We help you reduce expenses and increase your bottom line.

Strategic Business Planning

Maximize your cost savings with our innovative solutions. We help you reduce expenses and increase your bottom line.

New Business Formation

Maximize your cost savings with our innovative solutions. We help you reduce expenses and increase your bottom line.

Internal Controls

Maximize your cost savings with our innovative solutions. We help you reduce expenses and increase your bottom line.

Non-Profit Organizations

Maximize your cost savings with our innovative solutions. We help you reduce expenses and increase your bottom line.

Strategic Business Planning

Maximize your cost savings with our innovative solutions. We help you reduce expenses and increase your bottom line.

New York Tax Services

Tax Services

Everything from tax planning to IRS troubles, our experienced team can help you with it all.

Tax Preparation

At CPC CPA, we understand that tax preparation can be a daunting task.  Our experience shows that many taxpayers feel overwhelmed by the complexities of current tax laws, and a government study confirms that the majority find value in professional assistance.  We believe that even seemingly simple returns can hide missed deductions and credits, and that's where we come in.  Our services are designed to alleviate that stress and maximize your financial benefit.  We meticulously review every return using advanced software, identifying potential issues and ensuring accuracy to minimize IRS inquiries.  CPC CPA offers e-filing for faster refunds, and we'll work with you to optimize your payroll withholding, so you keep more of your hard-earned money.  Our team provides expert guidance on potential deductions for the coming year and equips you with a list of commonly overlooked deductions for future tax planning.  For small business owners, we offer comprehensive bookkeeping services, including Schedule C preparation, and we'll help you establish an efficient bookkeeping system for continued success. At CPC CPA, we're dedicated to providing comprehensive tax solutions tailored to your specific needs.

Tax Planning

At CPC CPA, we believe proactive tax planning is the cornerstone of financial success.  We go beyond simply preparing your return; we prioritize understanding the ever-changing tax landscape through continuous professional development, ensuring we're equipped to identify every opportunity for tax minimization.  Our team works year-round to develop personalized tax-saving strategies, maximizing your after-tax income.  We help our clients grow and preserve their assets by strategically minimizing tax liabilities on income, estates, gifts, investments, and retirement distributions.  CPC CPA utilizes a range of effective strategies, including income splitting, strategically shifting income and expenses between tax years, deferring tax liabilities through investments like pension plans, leveraging tax-exempt investments, and identifying deductions through strategic expense structuring.  Our commitment is to working for you, not the IRS.  At CPC CPA, we're confident that our proactive approach and expertise in legitimate tax strategies can result in significant tax savings for our clients, often exceeding our fees many times over.

Tax Problems

Having problems with any of the following?

IRS Audit Representation
Non-Filed Tax Returns
Back Taxes Owed
Payroll Tax Problems
IRS Liens
IRS Levies
IRS Wage Garnishment
IRS Seizures
Offer in Compromise
IRS Payment Plan
Bankruptcy
Innocent Spouse Relief

Not to worry, we are here to help! Our experienced team has a solution for you. Reach out today to learn how we can get you the help you deserve.

Have More Questions?

Contact us to know more!

Contact Us
What bookkeeping services do you provide?

We offer monthly bookkeeping, QuickBooks Online setup and management, financial statement preparation, payroll processing, accounts payable/receivable management, and reconciliation services.

Do you support QuickBooks Online (QBO)?

Yes, we specialize in QuickBooks Online setup, optimization, and ongoing management.

Can you handle bookkeeping for multiple entities?

Yes, we can manage bookkeeping for multiple entities and provide consolidated reporting.

What is included in your CFO advisory services?

Our CFO advisory services include financial strategy development, cash flow management, budgeting and forecasting, profitability analysis, investor reporting, and financial risk assessment.

Do you provide virtual CFO services?

Yes, we offer virtual CFO services to help businesses manage their financial health remotely.

How does a CFO advisory service help my business?

Our CFO services help businesses improve financial performance, secure funding, optimize cash flow, and develop long-term financial strategies.

What types of tax services do you offer?

We provide tax preparation and filing for individuals, businesses, and non-profits, including federal, state, and local tax compliance, sales tax filings, and IRS representation.

Can you handle tax filings for multi-state businesses?

Yes, we specialize in multi-state tax compliance and can assist with filings across various states, including New York, Delaware, and California.

 Do you offer tax planning services?

Yes, we provide proactive tax planning to help clients minimize liabilities and take advantage of available deductions and credits.

What types of audits do you perform?

We conduct financial statement audits, internal audits, compliance audits, and agreed-upon procedures engagements.

Can you assist with audit preparation?

Absolutely. We help businesses prepare for audits by reviewing financial records, ensuring compliance, and addressing potential audit concerns in advance.

Upgrade Your Accountant to Get Lowered Tax, Perfect Books & Assurance It’s Done Correctly

Build a more scalable and profitable business by outsourcing your accounting, payroll, bookkeeping and CFO to our team. 

Book Appointment(929) 704-1975