Welcome to David Chartoff CPA, P.C. a Bay Shore NY CPA firm. We specialize in providing expert tax planning and preparation for individuals and businesses. This ensures you maximize your savings while staying compliant with the ever-changing tax laws. With our tailored workflows and commitment to customer service, we strive to make your experience smooth and hassle-free.
Save 50 % when you use our virtual CPA Services
Questions?
Email: info@davidchartoffcpa.com
Call – 855-979-7583
Virtual Tax Return Process
Our virtual CPA services give you the flexibility to connect with us whenever it’s convenient for you. Information is sent and stored electronically increasing efficiency. You provide us with all relevant information using our secure portal. This includes last years tax return and current years information. We review the information and follow up with questions and clarifications. This is a dynamic process that continues until all facts become clear. All individuals have their own level of sophistication and basic knowledge. Our process moves at a speed you are comfortable with and we are always available to discuss any issue during the process.
Tax Planning and Preparation
Navigating the complex world of taxes can be overwhelming. We offer comprehensive tax planning and preparation services, customizing our approach to meet your unique needs. We stay up-to-date with the latest regulations, identifying potential deductions and credits that can minimize your tax liability and optimize your financial situation.
By working closely with you, we gain an understanding of your financial goals and develop a personalized tax strategy. We provide year-round support, ensuring you make informed decisions that have a positive impact on your bottom line. Whether you’re an individual, a family, or a small business owner, we are dedicated to helping you achieve your financial objectives.
Tailored Workflows for Small Businesses
Running a small business comes with its own set of challenges. We understand the importance of efficient processes and accurate financial information. Our small business services are designed to streamline your operations and provide you with the information that makes sense for you.
We collaborate with you to identify areas where we can optimize your workflows. We customize our services to fit your specific requirements. Our goal is to empower you with the information you need to make informed decisions that drive your business forward.
Focus on Customer Service
Customer service is the cornerstone of a successful client relationship. We are responsive, approachable, and dedicated to addressing your concerns promptly.
We understand that every client is unique, with their own goals and challenges. That’s why we listen to your needs and provide personalized solutions. Our commitment to transparency means you’ll always have a clear understanding of the services we provide and the associated fees.
David Chartoff CPA, P.C., a Bay Shore NY CPA
Ready to take control of your taxes and financial future? Get in touch with us today to schedule a consultation. We are excited to discuss your unique needs and develop a customized solution tailored to you. Experience the difference of working with a CPA firm that puts your success first.
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Here are more service areas: Islip, West Islip, West Babylon