Saxe Daniel N

Your Beacon In the Financial World Large enough to meet all your needs, small enough to know your name.

Accountant in Farmingdale, NY (show on map)

5.0

★★★★★

5 reviews

Small business accounting, individual tax services, and financial planning services in Farmingdale, NY.

Call (631) 390-4380

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About

Daniel N. Saxe CFP®, EA is a leading financial services firm in Farmingdale, NY, providing small business accounting, individual tax services, and comprehensive financial planning.

The firm combines expertise, experience, and staff energy to deliver close personal and professional attention to each client, offering services such as payroll, cash flow management, strategic business planning, new business formation, internal controls, tax preparation, tax planning, tax problem resolution (including IRS audit representation, non-filed tax returns, back taxes, payroll tax problems, IRS liens, IRS levies, IRS payment plans, bankruptcy, innocent spouse relief, and getting IRS files), QuickBooks setup, training, QuickAnswers, tips, and QuickTuneup. The firm emphasizes professionalism, responsiveness, quality, and integrity, and provides a client portal, newsletter, guides, tax center resources, and contact information.

Professionalism

Responsiveness

Quality

Integrity

Services

Personal Financial Planning

Creating Financial Freedom! Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

Retirement planning College savings planning Disability insurance protection Investment goal achievement Estate planning and legacy building

Small Business Accounting

We take care of your books so you can focus on running your business. Monthly services include bank reconciliation, income statement generation, balance sheet creation, general ledger cleanup, and unlimited consultations.

Monthly bank reconciliation Income statement generation Balance sheet creation General ledger cleanup Unlimited consultations

Tax Preparation

Comprehensive tax preparation services for individuals and businesses.

Tax Planning

Strategic tax planning to optimize financial outcomes.

Tax Problem Resolution

Expert handling of IRS audits, non-filed returns, back taxes, payroll tax issues, liens, levies, payment plans, bankruptcy, and innocent spouse relief.

IRS audit representation Non-filed tax returns resolution Back taxes owed management Payroll tax problem resolution IRS lien and levy management IRS payment plan setup Bankruptcy tax considerations Innocent spouse relief

QuickBooks Services

Why QuickBooks, QuickBooks Setup, QuickBooks Training, QuickAnswers, QuickBooks Tips, QuickTuneup.

QuickBooks rationale Setup assistance Training programs QuickAnswers support Tips and best practices QuickTuneup maintenance

Credentials & Certifications

Certified Financial Planner (CFP®)

Since 2002

Enrolled Agent (EA)

Since 2015

Accounting Degree

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

How can I contact Daniel N. Saxe CFP®, EA? +

You can contact Daniel N. Saxe CFP®, EA at (631)390-4380 or via email at [email protected], [email protected], or [email protected].

What services does the firm offer? +

The firm offers personal financial planning, small business accounting, payroll, cash flow management, strategic business planning, new business formation, internal controls, tax preparation, tax planning, tax problem resolution (including IRS audit representation, non-filed tax returns, back taxes, payroll tax problems, IRS liens, IRS levies, IRS payment plans, bankruptcy, innocent spouse relief, and getting IRS files), and QuickBooks services.