Tax Planning & Minimization

Save on taxes.  Save time and money.  Avoid problems, penalties & surprises.

Success.  Financial security.  Peace of mind.  You need a Certified Public Accountant on your side, working hard on the plans  that can help you reach your financial goals.  The right CPA makes these goals achievable.

Kass & Kass CPA PC is a Roslyn, Long Island based professional accounting practice with tax planning, minimization and audit experience.  For the past 15 years, we have concentrated on tax minimization and planning for our clients, individuals, C and S corporations, partnerships.  We also provide professional tax preparation for business and personal tax returns, estate tax returns, accounting procedures that really work, audits, write-ups, profit and loss statements, financial statements, accounting reconciliation, government reports, and general record keeping.  We also do business evaluations for estate planning.

We have experience handling IRS audits in estate returns as well as C and S corporations, partnerships, individuals, New York State Sales Taxes, Disability and Unemployment Insurance.

We have negotiated offers in compromise for clients and in one case saved a client over 1 million dollars. If you find yourself in an a tax audit situation, our tax audit tips will help you achieve the best outcome.  If you need tax audit appeal representation, we can help.

For our clients, we do bank reconciliations, prepare financial statements, payroll returns, sales returns, W-2 forms, 5500’s (pension and profit sharing plan filings) and handle all government agency correspondence as well as S and C corporation annual returns and individual returns.

Tax advisor for:

• Individual, corporate or partnership returns
• Individual and small business planning
• Profit and loss statements
• Fiduciary accounting
• Commercial accounting for medical practices

We also offer small business accounting services, accounting systems consulting, computer training and hardware and software installation.

Please contact us or call now 516-627-3136.  Hiring an accounting firm is an important decision.  Your financial and accounting advisor must be compatible with you and what you do no matter what your profession.  David Kass will be happy to discuss your tax planning, filing and accounting needs and schedule a consultation.   A brief introductory consultation is available for a nominal charge.