Lilling & Company LLP

Big Firm Expertise.Small Firm Feel.A Boutique Solution for Your Public Accounting Needs

Accountant in Port Washington, NY (show on map)

Lilling & Company LLP specializes in dedicated industries and leverages personal relationships to provide unique insights and a seamless client experience.

Call (516) 829-1099

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About

Lilling & Company LLP is a boutique accounting firm founded in 1984 that offers audit & assurance, 401(k), 403(b), and profit sharing audits, AICPA peer reviews, tax planning and compliance, accounting consulting, and business consulting. They specialize in broker-dealers, commercial entities, introducing brokers, investment entities, not-for-profits, real estate, and surprise custody examinations.

The firm prides itself on big firm expertise with a small firm feel, leveraging personal relationships for seamless client experiences and a philosophy of mastery in quality and efficiency.

Big Firm Expertise

Small Firm Feel

Personal Relationships

Mastery Philosophy

Services

Audit & Assurance

Lilling & Company LLP provides audit, review, and compilation services with a focus on quality, integrity, and independence, serving entities of all sizes including employee benefit plans, investment entities, introducing brokers, broker-dealers, not-for-profits, real estate entities, and commercial entities.

Risk-based approach Latest technology in sampling methodology Preparation of financial statements per AICPA, PCAOB, and Department of Labor standards

401(k), 403(b), and Profit Sharing Audit

Specialized ERISA audit services ensuring compliance with Department of Labor and AICPA standards, with dedicated professionals experienced in various trust companies and plan types.

ERISA specialists Compliance with Department of Labor and AICPA standards Experience with Defined Contribution plans, full and limited scope audits

AICPA Peer Review

Nationwide AICPA peer review services including System Reviews and Engagement Reviews for CPA firms, with extensive experience across diverse industries.

System Reviews Engagement Reviews Experience across commercial entities, employee benefit plans, not-for-profits, investment entities, real estate entities, construction contractors, and common interest realty associations

Tax Planning and Compliance

Tax professionals assist businesses, individuals, and organizations with tax planning, strategy, and compliance across various industries, led by experienced CPA Thomas Sherwood.

Integration of tax strategy into overall business plans Compliance for high net worth individuals Corporate and business tax services for diverse industries Specialized tax practice for athletes and entertainers

Accounting Consulting

Improves firm’s quality control and efficiency, assists with audits of employee benefit plans, broker-dealers, and investment entities, and provides customized consulting plans.

Quality control improvement Audit assistance for employee benefit plans, broker-dealers, investment entities Customized consulting plans with staff interviews and policy reviews

Business Consulting

Leverages auditing experience to identify and solve key business challenges, including financial reporting, operations, and growth, with customized plans and ongoing support.

Identification of key business issues Customized plans involving staff interviews, internal report analysis, customer/vendor talks, financial record analysis Implementation of new processes and ongoing support