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Providence Advisory and Tax

You don't have to be a tax expert. Leave it to us.

Accountant in Holbrook, NY (show on map)
Google 5.0
★★★★★
2 reviews

Providence Advisory and Tax offers comprehensive accounting, tax, and financial planning services for individuals and businesses.

Call (631) 801-0157
Navigate to Visit website
Providence Advisory and Tax website

About

Providence Advisory and Tax is a professional accounting firm licensed in NY, offering a broad range of services including personal financial planning, retirement and estate planning, elder care, wealth management, small business accounting, bookkeeping, payroll, part-time CFO services, cash flow management, business advisory services, financial planning for businesses, succession planning, new business formation, internal controls, individual and business tax preparation, tax planning, estate & trust tax services, cryptocurrency accounting, tax relief, IRS audit representation, non-filed tax returns, back taxes owed, payroll tax problems, IRS liens, IRS levies, IRS wage garnishment, IRS seizures, IRS payment plans, offer in compromise, bankruptcy, innocent spouse relief, and QuickBooks setup, training, answers, tune-up, and tips. They serve industries such as construction, dentists, healthcare, hospitality, law firms, manufacturers, and real estate.

Comprehensive suite of financial and tax services
Specialized knowledge in serving specific industries
Personalized client consultations and plans
Expertise in QuickBooks and accounting software

Services

Personal Financial Planning

Helps individuals develop a comprehensive plan to achieve their financial goals, including budgeting, investment strategies, and risk assessment.

Budget creation Investment strategy evaluation Risk assessment Retirement income distribution planning

Retirement Planning

Develops a personalized retirement plan to ensure financial security and meet retirement goals.

Retirement income projection Social Security optimization Tax-efficient retirement strategies Risk management for retirement portfolios

Estate Planning

Helps individuals and families plan for the transfer of assets and minimize tax implications.

Will and trust creation Estate tax minimization strategies Business succession planning Gift tax planning

Small Business Accounting

Provides accounting and bookkeeping services tailored to small business needs.

Bookkeeping Financial statement preparation Payroll processing Cash flow management

Tax Preparation for Businesses

Handles all aspects of business tax preparation, including filing and planning.

Business tax return preparation Tax planning for year-end strategies Audit support and representation Compliance with state and federal tax laws

Tax Relief and IRS Audit Representation

Offers comprehensive support for individuals and businesses facing IRS issues.

IRS audit representation Resolution of non-filed tax returns Back tax assessment and payment planning IRS lien and levy negotiation Offer in Compromise preparation

Credentials & Certifications

Licensed in NY

Reviews

Google
Rating
5
★★★★★
Reviews
2
"Took care of my last minute request with expediency and precision."

Contact Providence Advisory and Tax

Providence Advisory and Tax
Website
providenceat.co
Category
Accountant
Wheelchair Accessible
Call (631) 801-0157

Opening Hours

Sunday
12–6 pm
Monday
10 am–7 pm
Tuesday
10 am–7 pm
Wednesday
10 am–7 pm
Thursday
10 am–7 pm
Friday
10 am–7 pm
Saturday
Closed

Location

Location of Providence Advisory and Tax, 4250 Veterans Memorial Hwy Suite 3100W, Holbrook, NY 11741 · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with Providence Advisory and Tax?

Reach out today to schedule a consultation.

(631) 801-0157

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