Marshall & Moss

Dedicated Expertise for Your Financial Success

For over 40 years, Marshall & Moss has been a trusted partner for individuals, businesses, and labor organizations in achieving financial stability and success. Our team of certified public accountants and consultants combine extensive experience with personalized attention to provide innovative and comprehensive solutions to meet your diverse needs.

Accounting Services

We offer comprehensive accounting solutions, including:

• Accurate financial statement preparation
• Comprehensive budgeting and forecasting
• Accounting system implementation and review
• Dedicated bookkeeping services

Tax Services

Our experienced tax professionals can assist with:

• Tax planning and compliance strategies
• Tax return preparation and filing
• Tax consulting and controversy resolution

Tax Planning & Consulting

We assist clients with:

• Retirement and estate planning
• Business succession planning
• Tax efficient investments
• Compliance with state and federal regulations

Mergers & Acquisitions

We guide clients through every step of the M&A process, including:

• Due diligence assessments
• Business valuations
• Negotiation and deal structuring
• Post-merger integration

Incorporation Services

We provide seamless incorporation services, encompassing:

• Business entity selection
• Filing formation documents
• Tax ID number acquisition
• Assistance with licenses and permits

Consulting Services

Our skilled professionals can assist with:

• Human capital consulting
• Accounting system assessments
• Risk management strategies
• Process improvement and automation

Dedicated to Client Success

At Marshall & Moss, we believe in building strong relationships with our clients. We take the time to understand your unique needs and goals, and tailor our solutions to achieve desired outcomes. We also prioritize clear and consistent communication throughout the process.

Our Commitment

With offices conveniently located in New York City, Long Island City, and Westbury, we are committed to providing:

• Personalized attention: Each client receives dedicated service from experienced professionals.
• Results-oriented solutions: We focus on delivering tangible outcomes that enhance your financial health.
• Transparency and accountability: We stay open and honest throughout the process, providing clear progress updates.
• Access to expertise: We leverage the knowledge and skills of our entire team to provide comprehensive solutions.