Spitzkoff & Associates

Spitzkoff and Associates, Inc. is a leading provider of tax, bookkeeping, and business advisory services in the tri-state area, with over 50 years of experience since our establishment in 1968. Our team of licensed tax preparers specializes in serving small and medium-sized firms, as well as individuals. We are dedicated to providing personalized services tailored to meet the unique needs of each client.

Our mission is to maintain close personal contact with all our clients, enabling us to deliver the most appropriate services for each business and individual. Through our affiliation with financial and insurance professionals, as well as attorneys specializing in tax, estate, and elder care planning, we are able to design financial plans that are best suited to each stage of a person's life.

Tax Services

Our tax services cover the preparation of various tax returns including payroll, sales, corporate, individual, fiduciary, estate, and gift. Our licensed professionals are ready to represent you before the IRS and all State and City tax agencies if needed. Additionally, we provide tax planning services on a year-round basis to help reduce your tax liability.

Bookkeeping and Accounting Services

Spitzkoff and Associates provides your business with full bookkeeping services to comply with government regulations. We help manage your firm's assets and prepare payroll records in compliance with State and Federal rules and requirements. We are experienced with the special accounting needs of Co-op and Condominiums, as well as not-for-profit organizations. Throughout the year, you will be advised on changes in the tax laws and how these changes impact you and your business.

Financial Statements

Income statements are prepared and balance sheets compiled in accordance with Generally Accepted Accounting Principles. We keep you advised on the latest tax legislation affecting your business. Our constant review and research of industry and governmental publications ensure the most accurate information for all types of business.

Estate Planning

There are many ways to preserve the estate you want to pass on to the next generation. Spitzkoff and Associates will analyze your assets and work with you to maximize the inheritance for your heirs and other beneficiaries. Together with our team of legal consultants, your assets can be protected for the benefit of the next generation.

Elder Care Planning

Gerald Spitzkoff, E.A., has extensive experience as a Medicaid auditor for the NYS Department of Health and as CFO for several nursing homes. He is an expert on the regulations governing the Medicaid system. We offer advice on the most appropriate resources for aging loved ones including home health care, assisted living, and nursing homes. Our staff will help you sort through complicated Medicaid and private insurance plans.