Certified public accountant in Malverne, NY (show on map)
4.9
★★★★★
62 reviews
Capri Tax & Accounting provides comprehensive financial services to both individuals and business owners alike, offering bookkeeping, consulting, tax, and CFO management solutions.
Capri Tax & Accounting offers a range of accounting services tailored to small businesses. Their bookkeeping services handle daily financial tasks, while consulting services provide strategic financial advice.
Tax services include preparation, extensions, and resolution of unfiled returns, ensuring compliance and minimizing penalties. The Mini CFO Management Program bridges the gap between standard accounting and business ownership, offering virtual CFO services to manage financial health, cash flow, and long-term planning. The firm is known for personalized, confidential support and efficient turnaround times.
Virtual approach for bookkeeping and consulting
Mini CFO Management Program bridging accounting and business ownership
Personalized, confidential support for unfiled returns and tax extensions
Services
Bookkeeping Services
Capri Tax & Accounting meticulously monitors your funds so you can focus on running your business.
Monthly bookkeepingReconciling accountsTracking expensesPayroll management (checked for compliance)Virtual approach
Consulting Services
Tailored consulting for small businesses across various industries, focusing on growth, cash flow, and financial decisions.
Comprehensive tax services for individuals and entrepreneurs, including preparation, extensions, and resolution of unfiled returns.
Business and personal tax preparationQuarterly paymentsSales taxTax extensionsUnfiled returns resolution
Mini CFO Management Program
Virtual CFO services bridging the gap between standard accounting and business ownership, offering financial oversight and strategic advice.
Income tax preparationQuarterly tax vouchersMonthly bookkeepingFinancial statementsCash flow managementFinancial projectionsPayroll setup and supportRetirement contribution analysisExecutive KPI dashboardGoal setting dashboardMonthly meetings with CPA1099 preparation and filing
Credentials & Certifications
CPA
Reviews
Rating
4.9
★★★★★
Reviews
62
"excellent services, quick response and filing was quick."
Frequently Asked Questions
How often will my books be updated? +
We will update your books monthly.
Can you help with payroll management? +
No, we do not offer payroll management. But, we will check your records to ensure compliance with tax regulations.
What bookkeeping software do you support? +
We work with popular platforms like QuickBooks. If you're not set up yet, we’ll guide you in choosing the best fit for your business.
What kind of businesses do you work with? +
We specialize in small businesses across various industries. From startups to established companies, we tailor our services to fit your needs.
Do you offer help with budgeting and forecasting? +
Definitely! We can help you create a detailed budget and forecast to keep your business on track and plan for future growth.
How does virtual consulting work? +
It’s simple! We meet via phone or video calls, share documents securely online, and stay connected through email and messaging—flexible and efficient.
Does a tax extension give me more time to pay? +
Not exactly. An extension gives you more time to file, but any taxes owed are still due by the original deadline. We help you estimate what you owe so you can avoid penalties.
Will filing an extension increase my chances of being audited? +
Nope! Filing an extension does not raise audit risk. In fact, taking extra time can lead to a more accurate return—which helps reduce errors that might trigger an audit.
4.9
