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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Accountant Miller Place CPA Accounting Firm Tax Service NY 11764

In a rapidly changing world, you need an accountant that provides expert knowledge with superior customer service. Such service has been the standard at Weisman & Co., CPA’s for more than 30 years. We are proud to provide the very best in technical expertise and innovative thinking to our clients in the Miller Place area. We are dedicated to giving service that exceeds expectations, and are eager to help you maximize your financial potential.

Our expert CPA staff has extensive experience in personal, business tax service advisement and tax preparation. Our world’s current financial scene is intricate and continually changing. To find success in this environment requires an effective and innovative approach to finance, investment* and money management*. It is exactly this approach that is embraced by our staff, and enables us to provide the very best service available today.

At Weisman & Co., CPA’s we truly care for each of our clients. Your success is our success. This dedication drives our efforts to fully come to know and understand your organization, your needs and your wants. We believe that only by learning about your company can we effectively provide you with the very best assistance to meet your needs.

This personal, one-on-one approach separates us from all other accounting firms in Miller Place NY 11764. We are committed to providing you with superior customer service. We promise our full attention and energy to every interaction we have with you, from preparing your small business’s financial statements, to filing your personal taxes, to advising with regard to your family estate planning. Whatever your need may be, we will happily and eagerly help.

Call us today at 631-761-6755 with your finance questions, or visit the learning center on our website,, to learn more about our organization. We look forward to helping you realize all of your financial aspirations.


*These services offered by Lanny Weisman through his affiliation with HD Vest Investment ServicesSM and HD Vest Advisory ServicesSM.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck