Accountants Near Me

Accountants Near Me Full Service Accounting & Tax Preparations Firm Based In Woodside, NY

⏳ The most expensive word in tax planning: "later.""I'll handle the books later.""I'll figure out quarterlies later.""I'...
07/30/2026

⏳ The most expensive word in tax planning: "later."

"I'll handle the books later."
"I'll figure out quarterlies later."
"I'll start retirement contributions later."
"I'll respond to that IRS letter later."

Each "later" has a price. Sometimes a few hundred. Sometimes thousands. Sometimes (the IRS one) a lot more.

The cure isn't perfection. It isn't a complete overhaul of your finances overnight. It's just starting. Picking the one thing you've been putting off β€” and walking through it with someone.

Certified Public Accountant. Free first conversation. Bring the thing you've been avoiding.

πŸ“ž Call 888.343.7001
πŸ’¬ Text 516.203.1325
βœ‰οΈ [email protected]

πŸ“Š How to read your P&L without falling asleep.Three numbers every owner should know cold by July:01. Revenue β€” the top l...
07/29/2026

πŸ“Š How to read your P&L without falling asleep.

Three numbers every owner should know cold by July:

01. Revenue β€” the top line. What came in.

02. Net income β€” the bottom line. What's left after every expense, BEFORE you take money out as the owner.

03. The gap between net income and your bank account. (Owner draws, debt payments, and taxes paid don't show up the way you'd expect. This gap surprises everybody.)

If you've never had a CPA walk you through these three lines specifically for YOUR business, that 30-minute call could save you a five-figure surprise next March.

Certified Public Accountant. We translate every report, every month.

πŸ“ž Call 888.343.7001
πŸ’¬ Text 516.203.1325
βœ‰οΈ [email protected]

πŸ’Έ The tax tip most people miss: tax loss harvesting.What it is: selling investments at a loss on purpose to offset capit...
07/28/2026

πŸ’Έ The tax tip most people miss: tax loss harvesting.

What it is: selling investments at a loss on purpose to offset capital gains taxes elsewhere. Yes, that's allowed. Yes, it's smart.

How it works:
βœ… You sell investments that are down β€” locking in the loss
βœ… The loss offsets capital gains on your other investments
βœ… Up to $3,000 of remaining losses can reduce your ordinary income each year
βœ… Anything beyond that carries forward to future years β€” forever

Watch out: the wash sale rule. You can't buy the same investment back within 30 days, or the loss gets disallowed by the IRS.

Done right, this is genuinely free money in tax savings. We run this with retainer clients every fall β€” well before December panic.

Certified Public Accountant. Tax planning, not just tax prep.

πŸ“ž Call 888.343.7001
πŸ’¬ Text 516.203.1325
βœ‰οΈ [email protected]

πŸ“ˆ Mid-year retirement moves. 3 plays you can still make in 2026:01. IRA β€” Traditional or Roth. You can still set or incr...
07/27/2026

πŸ“ˆ Mid-year retirement moves. 3 plays you can still make in 2026:

01. IRA β€” Traditional or Roth. You can still set or increase contributions. Even small amounts compound.

02. SEP if you're self-employed. Generous limits, easy to open, and you can fund it before you file your taxes next year.

03. Rebalance. The market this year has shifted. Your allocation may not match your age and goals anymore. Worth a 30 minute review.

Set up a quick call and we'll run through which play moves the needle for YOU. (Hint: usually two of three.)

Certified Public Accountant. Year round planning, not just April.

πŸ“ž Call 888.343.7001
πŸ’¬ Text 516.203.1325
βœ‰οΈ [email protected]

β˜• Sunday thought.Five months left in 2026. What changes?Whatever you wanted to lock in this year β€” the retirement contri...
07/26/2026

β˜• Sunday thought.

Five months left in 2026. What changes?

Whatever you wanted to lock in this year β€” the retirement contribution, the big business purchase, the hire, the new strategy β€” most of it is still on the table.

Now is when motivated people move. December is when it's too late. πŸ“ˆ

πŸ“ž Call 888.343.7001
πŸ’¬ Text 516.203.1325
βœ‰οΈ [email protected]

🚨 "My books are on autopilot" β€” what that usually actually means:01. Transactions are auto-importing, but nobody is cate...
07/25/2026

🚨 "My books are on autopilot" β€” what that usually actually means:

01. Transactions are auto-importing, but nobody is categorizing them
02. The categories that DO exist are wrong (ask us how often)
03. Reports are not getting generated, reviewed, or used to make decisions

Autopilot is great for airplanes. Bad for bookkeeping.

Real bookkeeping = categorized + reconciled + reported. Every month. With a human looking at it.

Certified Public Accountant. Monthly bookkeeping, fixed fee. Actual humans, actual reports, actual conversations about what the numbers mean.

πŸ“ž Call 888.343.7001
πŸ’¬ Text 516.203.1325
βœ‰οΈ [email protected]

β˜• Friday in Woodside. Coffee's on us. So is the math.Walk in with a question. Walk out with an answer. Real CPA, real co...
07/24/2026

β˜• Friday in Woodside. Coffee's on us. So is the math.

Walk in with a question. Walk out with an answer. Real CPA, real conversation, no clipboard, no ticket number.

Bring the IRS letter. Bring the W-2 you have no idea what to do with. Bring the receipts in the bag (we've seen worse). Bring the side hustle question you've been Googling for six months.

We'll handle the math. You handle the cold brew. β˜•

🏒 39-75 50th Street, Woodside, NY 11377

πŸ“ž Call 888.343.7001
πŸ’¬ Text 516.203.1325
βœ‰οΈ [email protected]

πŸ“… Heads up β€” Q3 estimated taxes are due September 15.That's not far. Here's the smart play:01. We run your year to date ...
07/23/2026

πŸ“… Heads up β€” Q3 estimated taxes are due September 15.

That's not far. Here's the smart play:

01. We run your year to date income and expenses
02. We calculate the safe harbor amount (the number that protects you from underpayment penalties)
03. You decide whether to pay it, adjust withholding, or both

The longer you wait, the harder the math gets. The earlier we run it, the cheaper your year ends up being.

Five minutes saves a lot of stress.

Certified Public Accountant. Year round, not just April.

πŸ“ž Call 888.343.7001
πŸ’¬ Text 516.203.1325
βœ‰οΈ [email protected]

#1099

πŸ—£ "Translate accountant speak" edition.What we say β†’ What it actually means"Above the line deduction" β†’ A deduction you ...
07/22/2026

πŸ—£ "Translate accountant speak" edition.

What we say β†’ What it actually means

"Above the line deduction" β†’ A deduction you can take even if you don't itemize

"Basis" β†’ What you originally paid for it (matters when you sell)

"Itemize vs standard" β†’ Do you have enough deductions to beat the freebie?

"Pass-through" β†’ Your business profit shows up on YOUR personal taxes

"Estimated payments" β†’ Quarterly tax "paychecks" to the IRS so you don't owe a giant lump in April

If your accountant uses 10 syllables when 3 would do, that's a sign. Real CPAs explain.

Certified Public Accountant. Plain English, on your level, every time.

πŸ“ž Call 888.343.7001
πŸ’¬ Text 516.203.1325
βœ‰οΈ [email protected]

⭐⭐⭐⭐⭐ The "stop looking" review."Ray is one of the best, caring and helpful accountants I have ever worked with. He is v...
07/21/2026

⭐⭐⭐⭐⭐ The "stop looking" review.

"Ray is one of the best, caring and helpful accountants I have ever worked with. He is very thorough, well explained, and on time with all my taxes. Please don't waste your time looking for a CPA β€” he's the best."
β€” Hilda B., verified Google review

Thank you, Hilda πŸ™ "Don't waste time looking" is exactly what we work toward. Decisive, calm, and on time β€” every time.

500+ businesses, 1,000+ individuals served. Certified Public Accountant.

πŸ“ž Call 888.343.7001
πŸ’¬ Text 516.203.1325
βœ‰οΈ [email protected]

Address

3975 50th Street
Queens, NY
11377

Opening Hours

Monday 10am - 8pm
Tuesday 10am - 8pm
Wednesday 10am - 8pm
Thursday 10am - 8pm
Friday 10am - 8pm
Saturday 10am - 5pm
Sunday 10am - 5pm

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