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David B. Korcz CPA

Making Taxes less taxing since 1989

Accountant in Smithtown, NY (show on map)
Google 5.0
★★★★★
7 reviews

Full service accounting for families and small businesses since 1989, specializing in tax preparation, outsourced CFO services, accounting, bookkeeping, tax resolution, PPP loan forgiveness, and a referral network.

Call (631) 582-1416
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David B. Korcz CPA website

About

Since 1989, David B. Korcz, CPA has offered full-service accounting tailored to the unique needs of each client, specializing in tax preparation, outsourced CFO services, accounting and bookkeeping, tax resolution, PPP loan forgiveness, and a referral network of trusted professionals across various disciplines.

Full-service accounting since 1989
Outsourced CFO expertise
Tax resolution specialists
PPP loan forgiveness guidance
Extensive referral network

Services

Tax Preparation and Planning

Prepare individual and corporate tax returns, assist with general tax forms, sales tax, payroll tax, and provide year-round tax planning to minimize liability and maximize refunds.

Timely and accurate tax return preparation Year-round tax planning Coordination with financial planners and investment advisors

Outsourced CFO Services

Access CFO expertise for budgeting, forecasting, mergers and acquisitions, due diligence, and capital advisory services at a reduced cost.

Budgeting and forecasting Mergers and acquisitions support Due diligence services Network of capital advisors

Accounting & Bookkeeping

Reconcile financial transactions, maintain up-to-date books, and prepare documents for lenders, investors, or third parties.

Transaction reconciliation Financial statement preparation Third-party document readiness

Tax Resolution Services

Work with the IRS to resolve outstanding tax liabilities, negotiate offers in compromise, and structure payment plans.

IRS negotiation Offer in compromise preparation Penalty and fee forgiveness

PPP Loan Forgiveness Assistance

Provide documentation and guidance to ensure PPP loans are forgiven, navigating changing regulations in real time.

Documentation preparation Regulatory monitoring Real-time guidance

Referral Network

Leverage a network of trusted professionals, including financial planners, investment advisors, insurance professionals, and attorneys, to address specialized client needs.

Access to financial planners Investment advisor referrals Insurance professional connections Legal attorney referrals

Credentials & Certifications

CPA
Since 1989

Reviews

Google
Rating
5
★★★★★
Reviews
7
"I highly recommend Dave."

Contact David B. Korcz CPA

David B. Korcz CPA
Website
davidkorcz.com
Category
Accountant
Wheelchair Accessible
Call (631) 582-1416

Location

Location of David B. Korcz CPA, 317 E Main St #5, Smithtown, NY 11787 · View on Google Maps

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Get in Touch

Ready to work with David B. Korcz CPA?

Reach out today to schedule a consultation.

(631) 582-1416

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