If you are looking for the perfect blend of personal service and technical expertise, you have found the right accounting firm. We are an experienced and friendly team offering a broad range of services for savvy businesses and their owners, at affordable rates. Please call us for a free initial consultation.
NEIL GESCHWIND, CPA
Neil started his career with a small local firm before honing his skills for 20 years in a large regional firm. He relishes the opportunities that a local firm affords him, in earning long-term personal relationships with the clients he serves.
He works extensively with a broad range of closely held family businesses and their owners to minimize income and estate tax burdens and facilitate the transfer of ownership and management from one generation to the next. Neil has extensive experience in the area of family wealth, business consulting, taxation and succession planning.
Specialty Areas
- Business consulting
- Business ownership Transitions
- Business Tax Planning and Preparation
- Estate and Trust Planning
- Family Business Development
- Personal Tax Planning and Preparation
- Succession Planning
Affiliations
- American Institute of Certified Public Accountants (AICPA)
- New York State Society of Certified Public Accountants (NYSSCPA)
Education
- BA, Business Administration
- State University of New York at Albany
JEROME HEHIR, CPA
Jerome has over 25 years of experience with both large and small accounting firms, providing accounting, tax and consulting services. Working at a small firm like this has distinct advantages, in that it allows Jerome to be completely proactive for his clients.
Jerome works with closely held and family owned business in various industries, including construction, building materials suppliers, real estate, software, technology, and health care. He helps his clients anticipate the futures as well as learn from past experience to make important financial, tax and management decisions.
Jerome is a member of the Board of Managers for the Huntington YMCA.
Specialty Areas
- CFO Consulting services
- Exit and business transition planning
- Mergers & acquisitions
- Compensation planning
- Accounting system design and implementation
Affiliations
- American Institute of Certified Public Accountants (AICPA)
- New York State Society of Certified Public Accountants (NYSSCPA)
- Treasurer, Melville Chamber of Commerce
- Treasurer, Cow Harbor Warriors
Education
- BA, Accounting
- St. John’s University