Megan D. Muccio, CPA, PLLC is a full-service accounting firm located conveniently off the Long Island Expressway.
Specializing in tax preparation, bookkeeping, money management, and financial education, the firm provides personalized services to help clients navigate their financial lives with confidence. With a focus on education and proactive tax planning, Megan Muccio and her team aim to alleviate the stress of tax season and empower clients to make informed financial decisions throughout the year.
Personalized tax preparation with education
Year-round tax review services
QuickBooks expertise for small businesses
Money management with flexible review methods
Services
Tax Preparation
Bringing a unique, personal touch to tax preparation with comprehensive financial and taxation guidance.
Personalized tax preparationEducation on current year’s tax situationComparison with prior year’s returnIn-person or phone meetings before e-filingService available for clients across Long Island, greater New York, and throughout the US
Tax Review
Year-round tax planning to assess changes in tax position and potential refund improvements.
Year-round tax planningAssessment of tax position changesPotential refund improvement analysis
Bookkeeping
Independent bookkeeping consulting services for small businesses, ensuring financial statements are ready for year-end reviews and tax returns.
Month-end reconciliationsDaily financial entry cleanupYear-end review and financial statement preparationQuickBooks Desktop and Online expertiseProvision of additional reports for detailed financial review
Money Management
Account for, analyze, and adjust your current financial situation to improve financial fitness.
Accounting for day-to-day expensesAnalysis of financial healthAdjustments to improve financial fitnessHigh-tech or paper-based review preferences
Credentials & Certifications
Certified Public Accountant
Certified Financial Fiduciary®
Certified Wealth Strategist®
Intuit QuickBooks Certified ProAdvisor
Licensed Registered Representative and Investment Advisor
Life, Accident and Health Insurance Agent / Broker
Certified Internal Auditor
Frequently Asked Questions
What is my Filing Status? +
Your filing status is determined by your marital status and dependents as of December 31. Options include Single, Married Filing Jointly, Married Filing Separately, Head of Household, and Qualifying Widower. The IRS provides a tool to help you decide which status applies to you.
When will I get my Refund? +
Refund timing depends on when you file, whether you claimed the Earned Income Tax Credit (EITC) or Child Tax Credit (CTC), if you e-filed, and if you have outstanding federal debts. The IRS does not guarantee dates, but typical refund windows are provided based on these factors.
What documents are needed for my taxes? +
Key documents include W-2 Wage Statements, 1099-MISC for miscellaneous income, 1099-NEC for nonemployee compensation, and brokerage statements (1099-INT, 1099-DIV). These forms are typically due starting February 1st, with extensions for more complex forms.
