Aaron H. Rubin & Associates

We offer a broad range of services to help you secure a sound financial future.

Certified public accountant in Cedarhurst, NY (show on map)

Aaron H. Rubin & Associates, L.P. provides comprehensive accounting, tax, and financial planning services for individuals and businesses in Cedarhurst, NY.

Call (516) 596-7345

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About

Aaron H. Rubin & Associates, L.P. was founded by Aaron H.

Rubin, CPA, with over 25 years of experience in accounting, auditing, tax, and financial consulting. The firm serves a diverse clientele including producers, distributors, wholesalers, retailers, legal and medical practices, publishers, freight companies, plastic extruders, non-profit organizations, and summer camps. Services include personal financial planning, estate planning, elder care, small business accounting, payroll, part-time CFO services, audits, cash flow management, bank financing, business valuation, strategic business planning, succession planning, new business formation, non-profit organization support, internal controls, tax preparation, tax planning, tax problem resolution, 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, QuickBooks setup, training, and support. The firm emphasizes personalized service, expertise, and security, offering a client portal with 14 layers of security.

Personalized service with a hands-on approach

Over 25 years of CPA experience

Client portal with 14 layers of security

Services

Personal Financial Planning

One-on-one guidance and a comprehensive financial plan to manage risk, improve performance, and ensure wealth growth and longevity.

Retirement planning College savings planning Disability insurance review Investment goal achievement Estate legacy planning

Estate Planning

Assistance with estate planning to minimize taxes, avoid probate, and ensure assets are distributed according to client wishes.

Will and trust preparation Tax minimization strategies Probate avoidance Healthcare and power of attorney documents

Elder Care

Professional elder care services to assist with daily financial tasks and ensure the well-being of elderly family members.

Bill payment and budgeting Checkbook balancing Financial transaction oversight Retirement income planning Asset inventory and organization

Small Business Accounting

Accounting services tailored to small businesses, including bookkeeping, payroll, and financial reporting.

Bookkeeping Payroll processing Financial statement preparation

Payroll Services

Comprehensive payroll solutions for businesses, ensuring accurate and timely employee compensation.

Payroll processing Tax withholding Employer compliance

Tax Services

Expertise in tax preparation, planning, and problem resolution for individuals and businesses.

Tax preparation Tax planning IRS audit representation Offer in compromise Bankruptcy tax relief

Credentials & Certifications

CPA

Since 1990s (over 25 years)

Frequently Asked Questions

What is included in personal financial planning services? +

Personal financial planning includes one-on-one guidance, comprehensive financial planning to manage risk, improve performance, and ensure wealth growth, covering retirement planning, college savings, disability insurance review, investment goal achievement, and estate legacy planning.

How does estate planning help avoid probate? +

Estate planning services assist in minimizing taxes, avoiding probate, and ensuring assets are distributed according to client wishes through wills, trusts, and healthcare directives, thereby reducing legal costs and delays.

What specific elder care services are offered? +

Elder care services include bill payment and budgeting, checkbook balancing, financial transaction oversight, retirement income planning, and asset inventory organization, ensuring the well-being of elderly family members.

What tax services are available for small businesses? +

Tax services for small businesses cover tax preparation, planning, IRS audit representation, offer in compromise, and bankruptcy tax relief, ensuring compliance and minimizing liabilities.