Tax Advisory Group

Accountant in Port Washington, NY (show on map)

5.0

★★★★★

12 reviews

Full-service accounting firm in Port Washington, NY, serving individuals, small and medium-sized businesses, and non-profits with tax planning, accounting, and financial advice.

Call (516) 231-5575

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About

The Tax Advisory Group, Inc. is a full-service accounting firm with an office in Port Washington, N.Y. Our firm caters to a wide variety of clients including individuals, small and medium-sized business entities, and not-for-profit organizations in Port Washington, Manhasset, Roslyn, Great Neck, Glen Cove, and the surrounding areas.

We specialize in tax planning for small businesses and all areas of personal financial planning. Of course, in addition to our specialty areas, we also provide tax and accounting services, including tax planning and tax return preparation, auditing, and bookkeeping. Our continuing mission is to serve you by providing the highest level of expertise and professionalism possible. As experts in the accounting issues and tax laws that impact our clients, we provide efficient, expert solutions to businesses and individuals. At the same time, we pride oursleves on delivering affordable services in a timely manner with a personal touch. That's why most of our new clients are referred by existing clients.

Full-service accounting firm

Specialization in tax planning for small businesses

Personalized service with a focus on affordability and timeliness

Strong client referral network

Services

Individual Income Tax Preparation

Professional preparation of all federal, state, and local personal income tax returns, including multi-state tax returns and specialized preparation for pastors and ordained ministers.

Federal, state, and local tax returns Multi-state tax expertise Specialization for pastors/ministers

Tax Planning

Continuous monitoring of federal, state, and local tax law changes to minimize current and future tax liabilities for clients.

Year-round tax monitoring Strategic tax-efficient planning Comprehensive tax preparation

Corporate Tax Returns

Preparation of corporate tax returns (Form 1120 and 1120-S) and associated forms for small to medium-sized businesses.

Form 1120 and 1120-S preparation Small to medium business expertise Accompanying forms

Financial Statements

Compilation and review of financial statements in compliance with GAAP, including balance sheets, income statements, and cash flow statements.

GAAP-compliant statements Balance sheet, income statement, cash flow Accompanying notes

Bookkeeping and Write-Up

Standard bookkeeping and write-up services for business clients.

Daily bookkeeping Financial write-up services Accurate record-keeping

Payroll Services

Complete payroll preparation and payroll tax reporting services.

Payroll calculation Tax reporting Compliance with payroll regulations

Credentials & Certifications

CPA

Since 1983

ChFC

Since 1997

CLU

Since 1998

C3DWP

Since 2005

Series 6 & 63

Since Affiliated with Zimbardi Financial Group

Reviews

Rating

★★★★★

Reviews

"They were unbelievably fair with the cost as well."

Frequently Asked Questions

How can I track my tax refund? +

Use the 'Track Your Refund & Due Dates' section on the Tax Center page to monitor federal and state refund statuses and view important tax due dates.

What services does The Tax Advisory Group, Inc. offer? +

The firm provides a wide range of services including individual and corporate tax preparation, financial statement preparation, bookkeeping, payroll services, sales tax preparation, partnership and LLC tax returns, estate and gift tax returns, and specialized non-profit services such as audits and Form 990 preparation.

Who are the partners at The Tax Advisory Group, Inc.? +

Kenneth K. Dillenbeck, Jr., the President, is a CPA with 30 years of experience and holds multiple professional designations. Steven Tillinghast, the Accounting Associate, joined in 2020 and is studying for his CPA.