Bookkeepers in Rochester, NY

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.

BestPro Bookkeeping & Tax: Your Partner in Financial Success Led by Shawn Ali, CPA/CEO—a seasoned professional with over 15 years of experience in bookkeeping, accounting, and tax—BestPro Bookkeeping & Tax is dedicated to empowering small and medium-sized businesses. Whether you’re launching a startup or running an established business, our team is committed to keeping you on top of your financial matters, from bookkeeping to tax compliance, with professionalism and precision. We pride ourselves on transparency and simplicity by offering fixed-fee pricing, eliminating hidden costs, and ensuring our clients have peace of mind. Our team includes certified QuickBooks experts and seasoned financial professionals ready to cater to your specific needs. Comprehensive Services Tailored to Your Business: 1. Books Backlog Cleanup: Organizing and updating your financial records. 2. Ongoing Bookkeeping & Accounting: Accurate, timely financial management. 3. Bank Reconciliation: Ensuring your accounts match bank statements. 4. Accounts Receivable Management: Overdue invoice tracking and follow-ups. 5. Accounts Payable Management: Streamlining your payment processes. 6. Inventory Records Management: Efficient tracking and reporting of inventory. 7. Business Financial Projections: Customized financial forecasting. 8. CFO Review & Advisory: Strategic guidance from experienced professionals. 9. Payroll Processing: Comprehensive payroll and tax compliance services. 10. Sales Tax Compliance: Filing and processing sales tax returns. 11. Quarterly Estimated Taxes: Accurate tax calculation and filing. 12. LLC Formation & S-Corp Conversion: Guidance and implementation. 13. Business Income Tax Returns: Filing forms 1120, 1065, and more. 14. Personal Income Tax Returns: Simplifying your personal tax process. Specialized Services 1. Accurate Monthly Bookkeeping: Regular updates and detailed monthly financial statements keep you informed and in control. 2. Tax Preparation & Planning: Proactive strategies to maximize savings and ensure compliance. 3. Payroll Management: Efficient, compliant processing of wages, deductions, and taxes. 4. Consulting & Advisory: Data-driven insights to guide sound business decisions. 5. Compliance & Contractor Management: Handling 1099 forms, FinCEN reporting, and other regulatory needs. Choose BestPro Bookkeeping & Tax to streamline your financial processes, ensure compliance, and unlock opportunities for growth. With our professional expertise and customer-focused approach, your success is our priority.

- Certified Public Accountant License #07-121798 - Registered IRS Tax Preparer with valid PTIN - 10+ years experience in accounting - 5 star verified reviews on Thumbtack, Yelp, Google, and Facebook - Masters in Accountancy GPA 3.8 - Background in financial planning & investments - Private equity accountant I will assist with any and all corporate and individual accounting matters including, but not limited to: 1040, 1120, 1120s, state and local taxes, franchise taxes, corporate bookkeeping and financials, audit/review/compilation of corporate financials, etc. I love solving people's accounting headaches, so they can focus on their career, family, and hobbies. You DESERVE to outsource your work.

As a business owner, you know your craft best. We can fill in gaps by providing back office support, including bookkeeping, tax, marketing and technology services. Additionally, our strong business and legal background will help solve problems, so you can focus on growing your business. Being willing to work hard and color outside the lines is what drives our success. As a family-owned and family-operated business, we know that our success is entirely dependent on yours.