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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 Smithtown CPA Accounting Firm Taxes NY 11787

Weisman & Co., CPA’s has been proudly serving clients in Smithtown for more than 30 years. We pride ourselves on offering superior customer service and thorough financial expertise at affordable prices. If you have been searching for an accounting firm that focuses on people instead of paperwork, that provides solutions instead of stumbling blocks, then you need look no further.

We offer complete accounting services, providing professional and financial advisement in all areas of personal, business and corporate finance.  When working with an accountant from our office, you are working with far more than just a tax preparer. Among our many corporate services, we offer assistance with auditing, financial statements, litigation support, payroll system establishment, and new business help. We also provide valuable investment* and personal finance advice, professionally guiding our clients through investment and financial planning*, wealth accumulations, pension plan rollovers*, college funding* and much more. Our tax service includes tax preparation and planning, IRS and NYS representation, back-filings and assistance with many other taxation matters.

While it is true that most accounting firms provide such services, often large organizations do not afford much individual attention to each of their clients. But at Weisman & Co., CPA’s, we know that you are much more than simply an account. We never forget that we are working with people. We never forget that your finances represent your goals and your dreams. In deciding to work with a CPA, you elect to place a great amount of trust in your professional. Such trust and responsibility is not something we take lightly. We always act in the best interest of our clients and offer fair and honest assessment in our dealings with you.

To learn more about our office, our professionals and the services that we offer to Smithtown NY 11787 residents, we invite you email us and or call our office today at 631-761-6755.


*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