Blitzer, Gelfand & Cohen, CPA's, P.C.

Accountant in Great Neck, NY (show on map)

A New York-based CPA firm offering comprehensive accounting, tax, and financial planning services for businesses and individuals.

Call (516) 829-4470

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About

Blitzer, Gelfand & Cohen, CPAs PC is a New York-licensed CPA firm specializing in accounting, tax, and financial planning for small businesses, executives, and independent professionals. The firm, tracing its origins to Shulman & Glasser, P.C. founded 75 years ago, upholds high service standards and serves clients including multi-generational businesses.

Members of the American Institute of Certified Public Accountants (AICPA) and New York State Society of Certified Public Accountants (NYSSCPA), the firm undergoes rigorous peer review for quality assurance.

Personalized client attention

Comprehensive service range from accounting to estate planning

Specialized expertise in small business and elder care

Member of AICPA and NYSSCPA with rigorous peer review

Services

Personal Financial Planning

One-on-one guidance and 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 wills, trusts, health care directives, and power of attorney to simplify estate administration.

Will and trust preparation Health care and power of attorney drafting Probate avoidance strategies Tax minimization planning

Elder Care

Professional assistance with daily financial tasks for elderly family members to maintain independence and security.

Bill review and payment Budgeting and record keeping Check writing and checkbook balancing Income receipt and deposit management Second opinion on household issues Day-to-day financial transaction handling Retirement account distribution planning Personal asset and investment inventory Retirement income, needs, and goal planning Cash flow analysis Lifestyle and insurance planning Investment portfolio monitoring Tax preparation for estate and trust matters Referral to local services and agencies Care level, transportation, and caregiver assessment

Small Business Accounting

Comprehensive bookkeeping and financial management for small businesses to focus on core operations.

Year-end bookkeeping Schedule C and personal tax return preparation System setup for ongoing bookkeeping Profitability analysis Financial statement preparation

Payroll Services

Accurate and compliant payroll processing for small businesses.

Payroll calculation and disbursement Tax withholding and reporting Employer liability compliance Employee benefits administration

Part-Time CFO Services

Strategic financial guidance and operational oversight for growing businesses.

Financial strategy development Budget and cash flow management Financial reporting and analysis Investment and growth planning

Credentials & Certifications

Member AICPA

Member NYSSCPA

AICPA Peer Review

Frequently Asked Questions

What sets Blitzer, Gelfand & Cohen, CPAs PC apart from other CPA firms? +

The firm provides personalized attention and stays current on tax laws, offering comprehensive management advisory services tailored to each client's needs.

How does your elder care service support elderly family members? +

Our elder care services offer a caring professional to handle daily financial tasks, ensuring the elderly's best interests are protected while keeping families informed.

What is included in your personal financial planning service? +

Personal financial planning provides one-on-one guidance and a comprehensive plan covering retirement, college savings, disability insurance, investment goals, and estate legacy planning.

Can you assist with tax problems such as IRS audits? +

Yes, we offer IRS audit representation, non-filed tax return preparation, back tax assessment, lien and levy negotiation, Offer in Compromise preparation, payment plan setup, bankruptcy coordination, innocent spouse relief, and IRS file retrieval.

What QuickBooks services do you provide? +

We offer QuickBooks setup, training, QuickAnswers for rapid support, QuickTune-up for periodic optimization, and special offers to buy QuickBooks at discounted rates.

How do you handle succession planning for businesses? +

Succession planning involves identifying successor candidates, developing a transition timeline, structuring legal and tax aspects, and implementing a communication strategy to ensure smooth leadership transfer.