Lindenhurst CPA PLLC

Serves Brea, CA

35244

Hired 324 times

3 employees

21 years in business

Not yet available

4.9

This pro accepts payments via Apple Pay, Cash, Check, Credit card, Google Pay, PayPal, Stripe, Venmo, and Zelle.

Next Service

Hours

Sun Closed
Mon 9:00 am - 7:00 pm
Tues 9:00 am - 7:00 pm
Wed 9:00 am - 7:00 pm
Thurs 9:00 am - 7:00 pm
Fri 9:00 am - 7:00 pm
Sat Closed

Credentials

License

License Holder: Jimmy Peters 
License Type: CPA – Certified Public Accountant (NY) 
License number: #117887 
License verified on 7/31/2023 
Valid through 6/30/2026 
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License

License Holder: Jimmy Peters 
License Type: CPA – Certified Public Accountant (NY) 
License number: #00103056-EA 
License verified on 9/7/2023 
Valid through 6/30/2026 
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License

License Holder: Jimmy Peters 
License Type: CPA - Certified Public Accountant (NJ) 
License number: #20CC04575300 
License verified on 8/16/2024 
Valid through 12/31/2026 
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License

License Holder: Jimmy Peters 
License Type: Enrolled Agent (IRS) (NY) 
License number: #00103056 
License verified on 8/16/2024 
Valid through 8/16/2026 
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License

License Holder: Jimmy Peters 
License Type: CPA – Certified Public Accountant (FL) 
License number: #AC61561 
License verified on 8/21/2024 
Valid through 12/31/2025 
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Background Check

Jimmy Peters 
Completed on 8/29/2021 

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Introduction

Jimmy Peters CPA, EA, RIA Please note that we are located in Lindenhurst, NY, and we provide Virtual CPA services to clients all over the United States. Jimmy is a Certified Public Accountant (CPA), Enrolled Agent (EA), Licensed Insurance Agent, and Registered Investment Advisor (RIA) with over sixteen years of experience in tax compliance and planning for individuals and various entities. Before founding Lindenhurst CPA PLLC, Jimmy gained valuable experience with financial companies on Wall Street and working at a prestigious accounting firm. Jimmy enjoys helping people understand their financial position and make sound financial decisions. Being an Enrolled Agent qualifies Jimmy to represent you, the taxpayer, in front of the IRS for audits, collections, and appeals. To become an Enrolled Agent, Jimmy had to pass a comprehensive exam that dealt with every aspect of the tax code. Not only do Enrolled Agents need to pass this exam, but they must complete 72 hours of continuing professional education every three years. Unlike CPAs and attorneys, Enrolled Agents receive their right to represent taxpayers from the U.S. government. Lindenhurst CPA PLLC Your Insightful Accounting Firm in New York Efficient processes and reliable insights are two pillars that help ensure professional and personal financial health. At Lindenhurst CPA PLLC, we provide the reliable services you need to lead your small business to success and help you achieve your personal financial goals. We bring over a decade of experience and insight to help you understand exactly what is happening with your finances so that you can make an impact in your community. Our office is conveniently located on Farmers Avenue, and we proudly serve the residents of Lindenhurst, New York, and the surrounding areas. We understand that your time is valuable, so we offer both in-office meetings as well as over the phone. Our team is passionate about being there for you when you need us, and we are available to answer your questions and offer helpful advice throughout the year. Contact us today to schedule your free consultation. The Financial Services You Need Your finances play a significant role in your life, so it makes sense to seek professional advice to help you achieve personal and professional success. Our firm has a well-rounded team of registered insurance brokers, investment advisors, EAs, and CPAs who are ready to help you. Our services include: • Individual Tax Preparation • Business Tax Preparation • Financial Planning • Wealth Management • IRS Audit Representation • Insurance Solutions • Bookkeeping Services • Small Business Accounting We believe that everyone deserves to work with a reliable financial team that provides honest and detailed reports and insight. Our team takes the time to get to know you and your business to serve you better and create a financial plan that is custom to your unique circumstances. Your Reliable CPA in New York Finances can be an overwhelming aspect of life, but they do not have to be. At Lindenhurst CPA PLLC, our team works with all entity types as well as personal finances to help you achieve your goals. Our range of services provides you with the accurate numbers you need to achieve sustainable financial growth. Whether you need financial planning to ensure you have savings for retirement, tax planning to help your business limit its liabilities, or you need us to prepare your personal taxes because you have a complicated portfolio, we are here for you. Contact us today to set up your free consultation.

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Q&A

What should the customer know about your pricing (e.g., discounts, fees)?

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We are compensated for Tax Preparation and/or advising our clients in several ways. Personal and Business Tax Preparation: Tax returns are always challenging to quote over the phone because we can never tell what's involved without seeing the prior tax return and current year information. Most clients believe their taxes are simple, but most range in the medium to the complex range and therefore require more time on my part. Personal Tax Returns typically start around the following: 1. Form 1040 – One Federal and One Resident State Returns start around $250 for the following: a. Two Form W2, one form 1099, and one Form 1098 b. Additional fees are around - $50 per non-resident and/or part-year state return, $50 per one Sch-C, and $50 per one Sch-E, etc. Business Tax Returns typically start around the following: 1. Form 1065/1120/1120S – Start at $750 for one Federal and one resident state tax return.

What is your typical process for working with a new customer?

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My team and I run a national Tax, Accounting, and Advisory Practice working efficiently and virtually with clients all over the country. While we are geographically located in Lindenhurst, NY, and can meet in person with local clients, nearly all meetings are held via remote video or over the phone. We have created the following simple process for our tax and financial planning clients. 1. First, we will have a meaningful conversation about how we can help you, your goals, priorities, and vision for the future. It's essential to understand what you hope will happen to you financially and what you fear might happen. We take our time in this meeting to understand your psychology around money, your steps towards building financial security, and what motivates you to create a financially secure life. For Personal Financial Clients Only: 2. Second, based on the conversation, we will build a personalized financial plan that addresses your potential concerns, objectives, and goals and highlight the steps you need to take to achieve your goals. This is the stage to discuss strategy, tactics, and financial products and see if there is a good fit or a desire to work with us long-term. 3. Third, we bring the plan to life by helping you implement the strategies and recommendations. At this point, we will work together to open the accounts, review investment strategies, set up protection and retirement plans, etc. 4. The last step is to check in with you quarterly or annually to keep you accountable and review your progress. Regardless of how busy our lives are, we recommend meeting at least twice per year, one for Tax Preparation and the second to review your Personal Financial Plan, change it as needed, and continue to grow your wealth and strengthen our partnership.

What education and/or training do you have that relates to your work?

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I am currently licensed in the following areas: • Certified Public Accountant (CPA) • Enrolled Agent (EA)* • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities – New York and numerous other states • FINRA Investment Advisor/Representative, SIE, Series 6, Series 63, and Series 65 • However, learning doesn't stop. Currently working on my CFP *An Enrolled Agent (EA) has earned the right to represent taxpayers at all levels within the Internal Revenue Service (IRS) by demonstrating special competence in tax matters through an 11-hour comprehensive examination given by the IRS. Enrolled Agents (EA) are "America's Tax Experts"

How did you get started doing this type of work?

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I am a Certified Public Accountant, Licensed Insurance Agent, and Registered Investment Adviser with over sixteen years of experience in tax compliance and planning for individuals and various entities. Before founding Lindenhurst CPA PLLC, I gained valuable experience with financial companies on Wall Street and as a tax manager at a prestigious accounting firm. I enjoy helping people understand their financial position and make sound financial decisions.

What types of customers have you worked with?

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Lindenhurst CPA is ready to assist you with your personal and or business financial needs. We offer full-service tax and financial services for individuals and companies. We want to make managing your financial goals more manageable. Our professional and courteous services, delivered by trusted professionals, are available for reasonable rates, and appointments are scheduled at times convenient to you. Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness, and quality.

Describe a recent project you are fond of. How long did it take?

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We value our client's confidentiality and are committed to applying the highest standards of professionalism to our client's project.

What advice would you give a customer looking to hire a provider in your area of work?

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Start proactively planning for your future to some extent as soon as possible. "Something" is better than "nothing," and getting started "now" is better than "later." A "good" plan implemented today is better than waiting to implement a "perfect" plan in the future. Sometimes it helps to talk through it in a noisy and busy world. As with most things worthwhile, the first step is the hardest. Schedule a fifteen-minute phone call to share what's on your mind and see if we can help you.

What questions should customers think through before talking to professionals about their project?

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First - What specific goals do you have? Second - What are you looking to get out of the relationship? Also, please take a look at our services below or call us to find out how we can help. You'll be glad you did! Individual Tax Preparation - According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million) believe they benefited from using a professional tax preparer. Tax Preparation for Businesses - It is essential to develop a relationship with a tax preparation firm that understands how your business works. As your trusted advisor, we ensure you stay on top of your tax obligations and avoid penalties and fees that reduce your profitability. Tax Planning - Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax-saving strategies to maximize your after-tax income. Personal Financial Planning - 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. Wealth Management - Wealth management is a high-level professional service that provides an integrated approach to growing and preserving income and assets and determining how much of a client's wealth will be distributed and for what use.

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