Martin R. Egre CPA & Associates, LLP has been providing quality, personalized financial guidance to local individuals and businesses for over 50 years. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. As one of the leading firms in the area, we are dedicated to providing our clients with the highest level of service and expertise.
Our Mission
Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. We are dedicated to meeting these goals with high standards of excellence and professionalism.
Our Team
Our team of experienced and certified professionals is dedicated to providing exceptional service to our clients. Our team members are certified public accountants (CPAs) and have extensive experience in the field of accounting and taxation.
Services
Martin R. Egre CPA & Associates, LLP provides a wide range of services to individuals and businesses in a variety of industries. Our professional services include tax management services, assurance and advisory services, estate and trust planning and tax preparation, litigation support and forensic accounting, bookkeeping and write-up, IRS representation, employee benefits, pension, and profit-sharing plans, financial projections and forecasts, mergers, acquisitions, and sales, international taxation, accounting services, audits, reviews, and compilation, financial and retirement planning, quickbooks accounting help and assistance, entity selection and restructuring, payroll services, cash flow and budgeting analysis, business valuation, debt and finance advising, and tax management services.
Tax Management Services
At Martin R. Egre CPA & Associates, LLP, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis, and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills, and notices.
Additional Services
In addition to our tax services, we also offer a range of additional services to help you achieve your financial goals. These services include bookkeeping and write-up, financial and retirement planning, entity selection and restructuring, payroll services, cash flow and budgeting analysis, and business valuation.
Contact Us
We invite you to contact us to learn more about our services and how we can help you achieve your financial goals. You can reach us by phone at (516) 222-1890 or (718) 856-8228, or by email at egre@egrecpallp.com.
Overview of Reviews
The reviews provide insight into the services of a financial firm, with one reviewer having a very positive experience and another having a negative experience.
Positive Aspects of the Firm
- Proactive and Helpful Service: One reviewer appreciates the firm's proactive approach in helping them set up their children's college fund and personal retirement account. They also praise the firm's willingness to take the time to explain complex financial information to help them make informed decisions.
- Honest and Sincere Principals: The reviewer is impressed with the honesty and sincerity of the firm's principals, Martin and Gary.
Negative Aspects of the Firm
- Mistakes and Lost Checks: One reviewer experiences mistakes and lost checks, which leads to frustration and aggravation. They feel that the firm does not take responsibility for its mistakes and does not apologize for them.
- Curtailed Service: The reviewer notes that the service from the firm deteriorates over time, leading to a decline in the quality of service.
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