Our Services


Our CPA firm offers a complete array of accounting, tax and consulting services to meet the needs of your personal financial affairs, business or family office. Our primary services include accounting and bookkeeping, tax planning and preparation, QuickBooks support, entity selection, incorporation support and business consulting. In addition, we offer specialty services to meet the unique needs of each individual client.

Accounting and Bookkeeping

We offer a complete range of accounting and bookkeeping services including compilation of financial information, account reconciliation, QuickBooks set up and support, strategic planning, help with IRS audits, budgeting and more.

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Tax Planning and Preparation

When a tax law changes, which seems to occur all too often these days, we know about it and are ready to assist our clients. We believe in year-round tax analysis and planning to help minimize our clients’ current and future taxes. In addition to tax analysis and planning, we also prepare all federal, state and local tax returns for individuals, businesses, estates and trusts in an extremely competent and cost effective fashion.

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Business and Financial Consulting Services

We’ll work with you and take a value added approach to identify areas of your business which are negatively affecting profitability and growth and develop solutions that are practical and technically sound.

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QuickBooks Consulting Services

We have extensive experience in maximizing the performance of our clients’ QuickBooks program.  We can help with setup, training and ongoing maintenance.

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Entity Selection and New Business Advisor

Business formation, entity selection and incorporation don’t have to be complicated. We take the time to understand your business so we can then make the appropriate recommendation that will fit your short-term and long-term needs while minimizing your tax burden.

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Payroll Services

Payroll can become a time-consuming chore for most busy small business owners. Let Joseph R. Ambroso, CPA take this task off your plate, providing you with more time to focus on growing your business.

IRS Representation

We can help you solve your IRS problems because we can negotiate directly with the IRS on your behalf. Our services include IRS audit representation, debt settlement, Offers in Compromise, negotiating installment agreements and more.

Outsourced Accounting/Outsourced CFO

For less than what it costs you to do it yourself or hire someone, Joseph R. Ambroso, CPA can manage all or part of your accounting function or provide the services of a CFO or Controller without the cost of adding another employee to your payroll. Having extensive experience in the temporary and permanent placement staffing industry,  Joseph R. Ambroso, CPA is well positioned to understand and evaluate your needs and screen and identify qualified human capital.

Compilations and Reviews

We provide a full range of services designed to meet the financial reporting needs of our clients.

Estate Planning

We provide a wide variety of estate planning, wealth management and trust services to protect our client’s wealth for future generations.

Send us an e-mail or call us today at 917-848-8710 and ask for Joe Ambroso to discuss your business needs with an experienced CPA.

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