Gaun & Company CPAs, P.C. - Tax & Accounting

Accoutants | Advisors

Accountant in Sea Cliff, NY (show on map)

5.0

★★★★★

65 reviews

Outstanding accounting, tax, and financial services for clients' peace of mind.

Call (516) 759-0217

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About

Our firm mission is to be our clients most trusted tax and business advisor by providing outstanding accounting, tax and financial services. We take care of all your financial needs so you can have peace of mind when it comes to your business, taxes and finances.

Extensive international tax expertise

Comprehensive financial advisory services

Collaboration with Morgan Stanley for wealth management

Diverse team with attorneys and certified professionals

Services

Tax Services

Guides clients through full range of tax planning and preparation decisions to minimize tax liabilities and maximize cash flow.

Individual income tax planning, preparation, & compliance Corporate income tax planning, preparation & compliance Multi-state income tax preparation and planning Payroll and Sales tax compliance Tax research Tax-free exchanges Tax examination and Audit representation Private Foundations International business formation Tax compliance and consulting for U.S. non-residents Preparation of Foreign Bank Account Report (FBAR) Foreign Account Tax Compliance Act (FATCA) reporting Compliance matters related to interests in Foreign Corporations, Foreign Partnerships, Specified Foreign Assets and Passive Foreign Investment Company (PFIC)

Personal Financial Advisory

Helps clients reach financial goals and maintain independence through comprehensive retirement and investment planning.

Cash flow analysis Investment analysis & planning Tax evaluation & planning Risk management and insurance planning Retirement planning Education planning Charitable planning Estate, gift, and wealth transfer planning

Business & Management Advisory

Serves as trusted business advisors for startups and established businesses, offering customized solutions.

Business entity selection Business start-up and growth consulting Organizational structuring or restructuring Assistance with obtaining business financing Cash flow planning and analysis Financial projections and forecasts Compensation planning and structuring Stock option planning and implementation Business Valuation services Business purchase or sale transactions Business succession planning Mergers and Acquisitions (M&A) evaluation CFO Services Board of Director Services

Estate & Trusts Planning

Develops customized strategies to minimize estate taxes and protect assets for future generations.

Estate Planning – Advice on ways to minimize estate taxes Consultation of various Trusts for asset protection Preparation of Estate & Trust taxes including estate and fiduciary returns

Wealth Management

Collaborates with Morgan Stanley to provide comprehensive wealth management strategies for high net worth individuals.

Access to Morgan Stanley’s asset management capabilities Array of investment products and services Comprehensive strategies aligned with financial objectives