skip navigation

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

Tax Preparer Sound Beach, Tax Preparation Sound Beach, Tax Help

If you are searching for a tax preparation firm in Sound Beach that prides itself on a blend of personal service and professional expertise, you need look no further than Weisman & Co. CPA’s. For more than three decades we have been assisting business owners, independent professionals, executives, families and individuals navigate the complex United States’ tax code. Our innovative solutions, tax-adverse strategies and commitment to superior customer service set us apart from other accounting firms and financial institutions in the area.

As expert tax preparers, we offer services that encompass nearly every aspect of your financial life. From investment* to estate planning, auditing to accounting, IRS resolution and appeals, real estate and business sales, to business and entity formation, to individual and joint income earnings reports, we can help you with your state and federal taxation needs.

As a well-founded and well-respected firm, we embrace only the highest professional and ethical standards. We work diligently for each and every one of our clients. We know that you work hard for your money. We always do everything we can to pursue making sure you never pay more than your fair share to the United States government. Without professional tax help, too many Sound Beach families and organizations overlook deductions and tax credits that are rightfully theirs. Even purchase-ready software programs designed to help you file your own income earnings reports are not infallible. At Weisman & Co., our certified public accountants carefully watchdog against such problems, always working towards making sure that your forms are always filed in the most strategic and advantageous way applicable to your unique situation. 

When you trust your needs to our professional tax services, we can help you learn to grow your wealth by working with you to create tax-savvy strategies and encourage better business and investment decisions.

We are experienced and friendly, always offering a complimentary consultation when you call us at 631-761-6755  We invite all in the Sound Beach area to contact us today and speak to a professional tax preparer who is standing by to help you.


*Investment planning services are offered by Lanny Weisman through his affiliation with H.D. Vest Investment ServicesSM and H.D. 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