Bernarda C Melone PC

Accountant in Garden City, NY (show on map)

Affordable accounting and tax services for business owners, executives, and independent professionals.

About

Bernarda C. Melone CPA offers a comprehensive suite of financial services including personal financial planning, estate planning, elder care, small business accounting, QuickBooks services, payroll, part-time CFO services, audits, cash flow management, bank financing, business valuation, strategic business planning, succession planning, new business formation, non-profit organizations, 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, and get your IRS file.

The firm emphasizes professionalism, responsiveness, and quality, providing personalized attention, fast accurate service, and continuous professional education to improve technical expertise and service quality.

Personalized service and expertise

Broad range of financial services

Affordable rates

Professionalism, responsiveness, and quality

Continuous professional education

Services

Personal Financial Planning

Comprehensive financial planning to manage risk, improve performance, and ensure wealth growth.

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

Estate Planning

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

Will and trust preparation Tax minimization strategies Probate avoidance Incapacity planning Lifetime wealth transfers

Elder Care

Professional assistance with day-to-day financial tasks for elderly family members.

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

Small Business Accounting

Full-service accounting for small businesses, including bookkeeping, financial reporting, and payroll.

Bank reconciliation Income statement generation Balance sheet preparation General ledger maintenance Unlimited consultations

QuickBooks Services

Expert setup, training, support, and maintenance of QuickBooks accounting software.

QuickBooks setup QuickBooks training QuickAnswers email/phone support QuickTuneup maintenance Discounted QuickBooks purchases

Payroll Services

Accurate and compliant payroll processing for businesses.

Payroll setup Payroll processing Tax filing Employee benefits administration

Credentials & Certifications

CPA

Enrolled Agent

Frequently Asked Questions

What is the process for personal financial planning? +

The process involves assessing financial goals, analyzing current assets and income, identifying gaps, and creating a customized plan to save for retirement, college, disability protection, investment goals, and estate legacy.

How does estate planning minimize taxes and avoid probate? +

Estate planning includes will and trust preparation, tax minimization strategies, probate avoidance techniques, incapacity planning, and lifetime wealth transfers to ensure assets are distributed according to wishes while reducing tax burdens.

What services are included in elder care? +

Elder care services cover bill payment and budgeting, checkbook balancing, financial transaction management, retirement income planning, asset inventory and planning, and continuous family communication to ensure elderly family members' financial needs are met.

What does small business accounting include? +

Small business accounting services include bank reconciliation, income statement generation, balance sheet preparation, general ledger maintenance, and unlimited consultations to ensure accurate financial reporting and support for business owners.

How does QuickBooks setup benefit clients? +

QuickBooks setup involves configuring the software to match the client's business needs, saving hours of frustration and ensuring proper installation and initial configuration for accurate financial tracking.

What tax problem resolution services are offered? +

Tax problem resolution services include IRS audit representation, filing non-filed tax returns, planning for back taxes, negotiating IRS liens and levies, handling wage garnishments and seizures, preparing offers in compromise, setting up IRS payment plans, assisting with bankruptcy, and providing innocent spouse relief.