TMI CPA, P.C.

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Certified public accountant in Hauppauge, NY (show on map)

CPA firm specializing in ERISA 401(k) audits and tax services for businesses and individuals in Hauppauge, New York.

About

TMI CPA, P.C. is a CPA firm specializing in employee benefit plan audits for 401(k), 403(b), ESOP, and health & welfare plans. Based in Hauppauge, New York, the firm offers comprehensive audit services, tax preparation, and planning for businesses and individuals.

Owner Tina Isbitsky, CPA, focuses on client education and fiduciary compliance, ensuring timely Form 5500 filings and personalized audit processes. The firm also provides tax services, payroll solutions, and QuickBooks optimization, serving Long Island and New York City clients with expertise in ERISA regulations and fiduciary responsibilities.

Boutique firm specializing in employee benefit plan audits

Senior-level professionals involved throughout audit process

No DOL audit findings or referrals

Commitment to quality and timely service

Services

Employee Benefit Plan Audits

Audit services for 401(k), 403(b), ESOP, defined benefit plans, and health & welfare plans.

ERISA compliance Form 5500 filing Client collaboration Education and fiduciary guidance

Tax Preparation

Individual and business tax preparation services.

Income tax filing Deduction optimization Compliance with state and federal regulations

Tax Planning

Strategic tax planning for businesses and individuals.

Year-round tax strategy Minimization of tax liabilities Compliance with evolving tax laws

Credentials & Certifications

CPA

Member AICPA

Member NYSSCPA

Member Suffolk County Women’s Business Enterprise Coalition

Frequently Asked Questions

My company's books are a nightmare. I don't even know where to start! +

We take care of your books for you, so you can get back to the job of running your business and generating profits.

I'm spending all my time managing payroll for my employees. +

We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best—running your company.

I use Quickbooks, but I'm not sure I'm getting the most out of the software. +

We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.

I made a mistake on my taxes, and now the IRS has turned my life upside-down. +

We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.

I need help planning my family's financial future. +

We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.