Discover how expert tax and accounting services in New York can help grow your business—not just balance the books. Smarter support, better results
When most people think of tax and accounting services, they picture calculators, spreadsheets, and the annual scramble to meet tax deadlines. While that's certainly part of it, the reality is that great accounting goes far beyond balancing books. It's about helping you make smarter decisions, save money, grow your business, and prepare for the future.
At KW CPAs, we don’t just prepare returns, we create strategies. Whether you're an individual navigating complex tax laws or a business owner juggling growth and compliance, our full-service tax and accounting firm in Valhalla, New York is here to support your financial journey every step of the way.
Many people only think about accountants during tax season, but that’s a missed opportunity. Expert tax and accounting services can help you:
Plan ahead so you're not surprised by a big tax bill
Understand your cash flow to make smarter business moves
Stay compliant with IRS and New York State regulations
Maximize deductions you might not know about
Avoid penalties and audits by filing accurately and on time
Build wealth and reduce liabilities with smart financial decisions
Whether you're running a business or managing your personal finances, having a skilled CPA on your side brings peace of mind and long-term value.
Led by seasoned professionals Michael Lamberti, CPA and Steve Weinstein, CPA, KW CPAs offers a wide range of tax and accounting services for individuals, families, and businesses throughout New York.
Our services include:
Tax Preparation & Planning
We handle federal and state tax returns for individuals, businesses, partnerships, and nonprofits. But we don’t just file, we advise. With strategic tax planning, we help you reduce liabilities and avoid surprises.
Bookkeeping Services
Our bookkeeping services in New York ensure that your financial records are accurate, up-to-date, and ready for tax season or investor review. Whether you're a freelancer or an established company, we provide consistent, reliable support.
Financial Consulting Services
Need help making sense of your finances? Our consulting services in New York are built to guide you through cash flow analysis, business planning, retirement strategies, and more. We tailor advice based on your goals, not a one-size-fits-all template.
Payroll & Sales Tax Filing
From managing payroll taxes to preparing New York State sales tax reports, we help you stay compliant, avoid penalties, and free up time to focus on running your business.
IRS & NYS Representation
Have tax problems or unfiled returns? We offer full support, from resolving delinquent filing unfiled tax returns to negotiating settlements and audit representation.
Business Entity Formation
Starting a new venture? We help you choose the right structure (LLC, S Corp, etc.), file properly, and establish a strong financial foundation.
Big firms may treat you like just another number. At KW CPAs, we take a different approach. We take time to understand your goals, your challenges, and your financial habits so we can deliver personalized, effective solutions.
Here’s what sets our tax and accounting services apart:
Local expertise: We know New York State’s tax rules inside and out, and we live where you live.
Responsive service: When you call or email, you get a real person, not a Chabot.
Strategic thinking: We don’t just plug in numbers. We help you think about the big picture.
Confidentiality & trust: Your financial information is secure with us, and our reputation is built on honesty and integrity.
A Valhalla-based construction business came to us frustrated by constant cash flow problems. With our help, they revamped their bookkeeping process, updated their payroll system, and created a quarterly tax plan. Within 12 months, their revenue grew, and their tax burden dropped.
Another client, a retired teacher, was overwhelmed by the transition into retirement income, Medicare, and estate planning. With our tax and accounting services, she gained confidence in managing her finances and protecting her savings.
No matter where you are in life or business, our mission is to help you feel informed, empowered, and financially secure.