Francis Tax and Accounting Service

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

5.0

★★★★★

31 reviews

Francis Tax and Accounting Service offers comprehensive tax and accounting solutions tailored to individual and business needs.

Call (631) 601-7520

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About

Francis Tax and Accounting Service is dedicated to adding value to clients' business and personal growth through a low-pressure, personalized approach. The firm offers a full range of professional services including tax preparation, tax planning, CPA exam coaching, business consulting, estate and trust tax preparation, financial analysis, financial statements, IRS representation, QuickBooks Online, retirement planning, sales tax services, and 990 preparation.

With expertise in business entity selection, estate planning, financial analysis, and IRS audit representation, the firm ensures clients receive tailored advice and support for their unique situations.

Personalized, low-pressure approach

Expertise in tax preparation, CPA exam coaching, and business consulting

Comprehensive service range from individual to business tax needs

Specialization in nonprofit Form 990 preparation

Services

Business Consulting

Engage in consulting projects to make informed decisions about business expansion, sales, or restructuring.

Business Entity Selection

Explain and advise on the financial and tax implications of choosing the right business entity.

Estate & Trust Tax Preparation

Work with legal counsel to minimize taxes and ensure smooth estate transitions.

Financial Analysis

Provide financial analysis to support management decision-making and planning.

Financial Statements Preparation

Develop accurate and timely financial statements for management and external stakeholders.

IRS Representation

Represent clients during IRS audits and other tax-related interactions.

Credentials & Certifications

Bachelor in Accounting

Since Graduated from Brooklyn College

Master of Science in Accounting and Finance

Since University of Maryland University College

Member, American Institute of Certified Public Accountants (AICPA)

Member, Institute of Management Accountant (IMA)

Reviews

Rating

★★★★★

Reviews

"She helped me clean up two years of unfiled personal and business taxes."

Frequently Asked Questions

What is the importance of business entity selection? +

Choosing the right business entity—such as LLP, LLC, sole proprietorship, partnership, or corporation—has significant financial and tax implications. It affects liability, taxation, and operational flexibility, making it crucial to select an entity that aligns with your business goals.

How does Francis Tax and Accounting Service handle IRS audits? +

Francis Tax and Accounting Service provides experienced representation during IRS audits, ensuring proper documentation, strategic negotiation, and adherence to IRS procedures to achieve favorable outcomes for clients.

What services are available for nonprofit organizations? +

The firm specializes in preparing Form 990 for nonprofit organizations, offering expertise in nonprofit tax matters, compliance, and strategic financial planning to support mission-driven entities.

How does retirement planning work with Francis Tax and Accounting Service? +

Retirement planning involves assessing individual or business retirement goals, designing appropriate retirement plans, and providing ongoing management to ensure financial security and compliance with tax regulations.

What is the process for business consulting at Francis Tax and Accounting Service? +

Business consulting includes an initial consultation to discuss goals, followed by analysis of business data, and implementation support to execute strategic recommendations for growth or restructuring.

How does the firm assist with estate and trust tax preparation? +

Estate and trust tax preparation involves working with legal counsel to minimize tax liabilities, ensure smooth transitions for heirs, and handle all tax-related matters associated with estates and trusts.