Gertelman Paul R CPA
Full-service accounting firm licensed in New York offering a broad range of services for business owners, executives, and independent professionals.
About
Paul R. Gertelman, CPA, P.C. is a full-service accounting firm based in Woodbury, New York, providing comprehensive accounting, tax, and financial planning services for individuals and businesses.
The firm offers personal financial planning, retirement planning, estate planning, small business accounting, bookkeeping, payroll, non-profit tax services, individual and business tax preparation, tax planning, estate & trust tax services, tax relief, IRS audit representation, non-filed tax returns, back taxes owed, offer in compromise, QuickBooks setup and training, and industry-specific services for cannabis, dentists, healthcare, law firms, manufacturers, and real estate. The firm prides itself on professionalism, responsiveness, and quality, aiming to provide outstanding service to clients through dedication to these principles.
Services
Personal Financial Planning
One-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Retirement Planning
Develop a plan that meets your projected financial goals for retirement, considering tax rules and retirement plan options.
Estate Planning
Assist with estate planning to ensure assets are distributed according to your wishes, minimizing tax implications.
Small Business Accounting
Provide accounting services tailored to the needs of small businesses, including bookkeeping, payroll, and financial reporting.
Tax Preparation for Businesses
Offer comprehensive tax preparation services for businesses, maximizing deductions and credits.
IRS Audit Representation
Provide representation and support during IRS audits, ensuring clients' rights are protected.
