Suozzi Accounting & Tax

At Suozzi Accounting & Tax, we understand the importance of financial planning and accounting for individuals and small businesses. Our experienced team, led by Certified Public Accountant (CPA) and Personal Financial Services (PFS) credential holder Peter Suozzi, is dedicated to providing high-quality, personalized services to meet your unique needs.

Our Mission

Our mission is to deliver exceptional accounting and tax services to individuals and small businesses, providing the best possible customer service experience. We take the time to understand your financial goals and develop customized strategies to help you achieve them.

Our Services

We offer a wide range of services, including:

• Individual and Business Tax Return Preparation: Our experienced team prepares accurate and timely tax returns for individuals and businesses, ensuring compliance with ever-changing tax laws and regulations.

• Small Business Accounting and Bookkeeping: We provide comprehensive accounting and bookkeeping services, including financial statement preparation, budgeting, and forecasting, to help small businesses manage their financial resources effectively.

• Personal Financial Planning: Our team offers expert advice on personal financial planning, including retirement planning, college planning, insurance, and more, to help you achieve your long-term financial goals.

• QuickBooks ProAdvisor Services: Our team is certified in QuickBooks, the leading accounting software, and provides expert installation, training, and consulting services to help individuals and businesses manage their finances efficiently.

• Business Advisory Services: We offer strategic guidance on budgeting, forecasting, and financial planning to help businesses make informed decisions and achieve their goals.

• Payroll Accounting and Payroll Services: Our team provides accurate and timely payroll processing, employee benefits management, and compliance with labor laws and regulations.

• POS System Installation and Maintenance: We install and maintain point-of-sale systems to help businesses manage their inventory, sales, and customer interactions effectively.

At Suozzi Accounting & Tax, we believe that every individual and small business deserves personalized attention and expert guidance. Our team is committed to providing exceptional service, expertise, and expertise to help you achieve your financial goals.

About Peter Suozzi, CPA/PFS

Peter Suozzi, the founder and lead expert at Suozzi Accounting & Tax, has over 25 years of experience in accounting and finance. His extensive experience includes public accounting with BDO Seidman and private industry accounting in the healthcare and advertising sectors. Before launching Suozzi Accounting & Tax, Peter owned and managed a tax preparation franchise with offices in Brewster, New York, and Danbury, Connecticut. Peter holds an MBA in Finance from Pace University and an undergraduate degree in Accounting and Finance from Loyola College in Maryland. Peter is a Certified Public Accountant and has been a member of the American Institute of Certified Public Accountants (AICPA) since 1998. Most recently, Peter has earned the PFS Credential, recognizing his expertise in offering personal financial and tax planning services to his clients.