Syosset NY CPA Firm

Welcome to David Chartoff CPA PC, a Syosset NY CPA firm. We provide expert tax planning and preparation services for individuals and small business. Also, we specialize in providing comprehensive accounting solutions for small businesses.

Questions?

Email: info@davidchartoffcpa.com

Call – 516-898-8294

We have an office located at;

North Shore Atrium 1 6800 Jericho Turnpike – Suite 120W Syosset, NY  11791

Additionally, we provide online/virtual CPA and Accounting Services to clients. Our Online 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.  We review the information and follow up with questions and clarifications. This is a dynamic process that continues until all facts become clear. Our clients 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.

We go over your tax return with you by telephone or a virtual meeting after we thoroughly review your information and before we release your tax return. We believe this process is the most efficient and thoughtful way to ensure your tax return is both accurate and takes advantage of all available deductions.

Questions?

Email: info@davidchartoffcpa.com

Call – 516-898-8294

Expert Tax Planning and Preparation

Navigating the complex world of taxes can be overwhelming. Whether you’re an individual or a small business owner, we offer personalized tax planning and preparation services that ensure you maximize your deductions and minimize your liabilities. Say goodbye to last-minute scrambles and hello to a well-prepared tax season.

Accounting Services for Small Businesses

Running a small business comes with its own set of financial challenges. Our accounting services are designed to support your business every step of the way. From bookkeeping and financial statement preparation to payroll and compliance, we’ve got your back. Our goal is to streamline your financial processes, giving you more time to focus on growing your business.

Why Choose Us

  1. Tailored Workflows:
    We understand that every individual and business is unique. That’s why we don’t believe in a one-size-fits-all approach. We work closely with you to understand your specific financial situation and goals. This allows us to create tailored workflows that address your needs effectively. No more generic solutions – everything we do is designed just for you.
  2. Focus on Customer Service:
    At our CPA firm, you’re not just another client – you’re a valued partner. We pride ourselves on our exceptional customer service. Have a question about your taxes? Need advice on improving your business’s financial health? Our team is here to provide prompt, friendly, and accurate support. Your success is our success, and we’re committed to helping you thrive.
  3. Simplified Language, Clear Communication:
    We know that financial jargon can be confusing. That’s why we’re dedicated to breaking down complex concepts into simple, easy-to-understand language. No more feeling lost in a sea of financial terms. We’ll explain everything clearly and ensure you’re comfortable with the strategies and plans we put in place.

How It Works:

  1. Initial Consultation:
    We start with a free one-on-one consultation. This is where we get to know you and your financial situation. Whether you’re an individual looking to optimize your tax return or a small business owner seeking accounting support, we gather all the necessary information.
  2. Personalized Strategy:
    Based on your unique needs, we develop a personalized strategy. For tax planning, we identify deductions you might be missing and create a plan to minimize your tax burden. For small businesses, we set up streamlined accounting processes that keep your finances in check.
  3. Execution and Support:
    Once the strategy is in place, we put it into action. And if you have any questions along the way, we’re just a phone call or email away. We believe in keeping you informed and empowered throughout the process.
  4. Future Planning:
    We’re not just here for today – we’re here for your financial future. We provide guidance on long-term tax strategies and financial decisions. As your life or business evolves, we’ll be right there with you, adjusting the plan as needed.

Syosset NY CPA firm

Don’t let taxes and finances keep you up at night. Whether you’re an individual aiming for financial security or a small business striving for success, our expert tax planning, preparation, and accounting services are here to support you. Reach out to us today for a consultation, and let’s embark on a journey toward a brighter financial future, together.

Click here for more service areas.