Rubenstein Shenker & Zacarese

Tax preparation service in Rockville Centre, NY (show on map)

CPA firm with over 45 years of experience offering comprehensive financial services including accounting, tax, estate planning, and business consulting.

Call (516) 536-7100

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About

Shenker Zacarese and Marks, LLP, established with over 45 years of professional experience, is recognized as one of the most progressive CPA firms in the area. The firm is committed to excellence, dedication, and involvement, offering a wide range of financial services including personal financial planning, estate planning, reviews and compilations, small business accounting, payroll, cash flow management, bank financing, strategic business planning, succession planning, new business formation, non-profit organizations, QuickBooks services, and comprehensive tax services such as tax preparation, tax planning, tax problem resolution, IRS audit representation, non-filed tax returns, back taxes owed, payroll tax problems, IRS liens, and IRS levies.

The firm serves industries such as wholesalers, distributors, construction companies, automobile dealerships, professional practices including healthcare, hotel and hospitality companies, and real estate entities, as well as individual tax planning and preparation.

Over 45 years of professional experience

Comprehensive range of financial services

Personalized attention and high standards

Responsive service and specialized staff

Member of multiple professional accounting organizations

Services

Personal Financial Planning

One-on-one guidance and comprehensive financial planning to manage risk, improve performance, and ensure wealth growth and longevity.

Retirement planning College savings planning Disability protection Investment goal achievement Estate legacy planning

Estate Planning

Comprehensive estate planning services including wills, trusts, health care directives, and power of attorney to protect assets and ensure wishes are carried out.

Will and trust preparation Health care and power of attorney documentation Probate avoidance strategies Tax minimization techniques Legacy planning for heirs

Reviews and Compilations

Provides three levels of assurance on financial statements: compilation, review, and audit, tailored to client needs and regulatory requirements.

Compilation (lowest assurance) Review (limited assurance) Audit (independent examination)

Small Business Accounting

Full-service accounting solutions for small businesses, including bookkeeping, payroll, cash flow management, and strategic business planning.

Bookkeeping and financial reporting Payroll processing Cash flow management Bank financing assistance Strategic business planning

Tax Preparation

Comprehensive tax preparation services covering individual and business tax returns, tax planning, and problem resolution.

Individual tax returns Business tax returns Tax planning IRS problem resolution Audit representation

Payroll Services

End-to-end payroll processing for businesses, ensuring compliance with tax laws and accurate employee compensation.

Payroll processing Tax withholding and filing Employee benefits administration Compliance reporting

Credentials & Certifications

CPA

Since 1982

Phi Kappa Phi Honors Society

Since 1982

Member of American Institute of Certified Public Accountants

Since N/A

Member of New York State Society of Certified Public Accountants

Since N/A

Frequently Asked Questions

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

A compilation provides the least assurance, presenting management's financial information without expressing an opinion. A review offers limited assurance through analytical procedures and inquiries, stating the CPA is not aware of any material modifications. An audit provides the highest level of assurance through detailed examination of internal controls, verification of data, and physical inspections.

How can estate planning help protect my assets? +

Estate planning helps protect assets by creating wills and trusts, minimizing estate taxes, avoiding probate, and ensuring that your wishes are carried out through proper documentation such as health care directives and powers of attorney.

What industries does Shenker Zacarese and Marks, LLP serve? +

The firm serves a wide range of industries including wholesalers, distributors, construction companies, automobile dealerships, professional practices (including healthcare), hotel and hospitality companies, and real estate entities, as well as individual tax planning and preparation.

What are the benefits of personal financial planning? +

Personal financial planning offers one-on-one guidance and comprehensive planning to manage risk, improve investment performance, ensure retirement savings, plan for college expenses, protect against disability, achieve investment goals, and leave a legacy for heirs.

How does the firm handle tax problems? +

The firm provides IRS audit representation, assistance with non-filed tax returns, resolution of back taxes owed, payroll tax problem resolution, and management of IRS liens and levies.

What is the process for setting up a review engagement? +

A review engagement involves applying analytical procedures and inquiries to express limited assurance that financial statements are free of material misstatement, without studying internal controls or verifying data with third parties.