CPA Advisory Group, LLC

CPA Advisory Group is an accounting and tax firm that works with both individuals and small businesses. On the business side it offers bookkeeping and small business accounting, payroll, part-time CFO services, audits, reviews and compilations, forensic accounting, cash flow management, bank financing help, business valuation, succession planning and new business formation. For individuals it covers tax preparation and planning, estate planning and elder care, and it also helps clients who have IRS problems, such as audit representation, unfiled returns, back taxes and payment plans. The firm also handles QuickBooks setup, training and tune-ups.

The main office is at 1394 Bay St. on Staten Island. The firm also lists a second office in Colts Neck, New Jersey. A client portal is available online, and the firm sends an emailed newsletter. Financing is available for qualifying work.