Kutz & Company

Turning Vision Into Value

Certified public accountant in Great Neck, NY (show on map)

5.0

★★★★★

19 reviews

Full-service accounting and financial planning firm serving the New York metro area with professional, personalized services.

Call (516) 482-1158

Navigate to Visit website

About

For over 30 years, Kutz & Company, CPAs has provided quality, personalized financial guidance to local individuals and businesses, ranging from basic tax management and accounting services to investment management, estate planning, and financial planning. The firm is dedicated to professionalism, responsiveness, and quality, ensuring clients receive close analysis and attention.

Services include tax preparation, bookkeeping, financial projections, IRS representation, and QuickBooks assistance.

Full-service accounting and financial planning

Over 30 years of experience

Professional IRS representation

QuickBooks expertise

Estate and trust planning

Services

Tax Services

Comprehensive tax preparation, planning, and representation for individuals and businesses, including federal and state tax returns, audit representation, and tax strategy consulting.

Federal and state tax return preparation Tax planning and strategy Audit representation before IRS and state agencies

Accounting Services

Full-service accounting solutions including bookkeeping, financial statement preparation, and financial projections for businesses of all sizes.

General ledger and financial statement preparation Monthly, quarterly, or annual bookkeeping Personal financial statements Corporate tax planning and return preparation

QuickBooks Services

Expert QuickBooks setup, review, and assistance to ensure accurate accounting and financial reporting.

QuickBooks setup and configuration Transaction review and adjustment Financial report accuracy assurance Monthly review service

Financial Projections and Forecasts

Develop detailed financial projections and forecasts to support business planning and investment decisions.

Top-level financial reports Detailed financial models Market trend analysis Future financial planning support

IRS Representation

Professional representation and guidance during IRS audits and other tax-related interactions.

Audit representation Communication with tax authorities Strategy development for tax disputes

Estate and Trust Planning

Expert guidance on estate planning, trust administration, and tax minimization to ensure financial security for beneficiaries.

Estate planning consultations Trust establishment and management Tax minimization strategies Succession planning for businesses

Credentials & Certifications

CPA

Since 1984

Certified Financial Planner (CFP)

Since 1997

Master of Science in Taxation

Since 1993

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

How long will it take to receive my tax refund? +

If you file a paper return, the IRS typically issues refunds within six to eight weeks. Direct deposit refunds are usually received within a week, while e-filed returns are processed in two to three weeks.

What is the difference between a review and a compilation? +

A review provides limited assurance and involves inquiries and analytical procedures to confirm financial statement matters, while a compilation is based on information provided by management without assurance and may involve some adjustments to accounting records.

What services does Kutz & Company, CPAs offer? +

Kutz & Company, CPAs offers full-service accounting and financial planning, including tax preparation, bookkeeping, financial projections, IRS representation, QuickBooks assistance, and estate planning.

How can I track my tax refund status? +

You can check the status of your federal and state refund by clicking on the provided links on the Tax Center page, which allow you to track refunds for various states.

What is the firm's mission? +

The firm's mission is to help clients maintain financial viability in the present while proactively achieving future goals through professionalism, responsiveness, and quality, ensuring clients receive competent and timely advice.

How does Kutz & Company, CPAs assist with QuickBooks? +

The firm provides QuickBooks setup, review, and assistance to ensure accurate accounting and financial reporting, including transaction review, financial report accuracy assurance, and monthly review services.