At Koblick & Weinstein CPAs PC we offer Tax and Accounting services, emphasizing expertise, comprehensive analysis, proactive planning, and ongoing education making our firm an excellent choice.
Payment Remittance Instructions Below.
At Koblick & Weinstein CPAs PC, we provide expert tax preparation services designed to simplify the filing process. Our team meticulously reviews your financial information to ensure accurate and compliant tax filings, minimizing your tax liability and uncovering potential deductions. Trust us to handle the complexities of tax season, so you can focus on what matters most to you.
At Koblick & Weinstein CPAs PC, we will handle the tasks of recording transactions, reconciling bank statements, and presenting accurate reports for your intemal use and/or tax preparation. Our detailed approach provides you with accurate and up-to-date financial information, allowing you to make informed decisions.
Led by Michael Weinstein, our Tax Planning service provides expert guidance to help you navigate complex financial decisions and optimize your financial strategies. We offer personalized advice on a range of topics, including Tax Compliance, Entity Structure, Deductions and Credits, Audit Preparation, Estate and Trust Planning, and Tax Impact Analysis. Whether you're looking to improve financial performance, plan for the future, or resolve specific issues, our consulting services offer the expertise you need to achieve your objectives.
For clients with complex situations, such as delinquent filers with 10 years or more of unfiled returns, we are specialized in turning this very stressful situation into one that is quite manageable in nearly all cases as we address any negotiable penalties, and the potential need for an installment agreement.
Our Nexus Tax Services are designed to support businesses that have been audited—or are at risk of being audited—for state and local tax nexus purposes. We analyze your business activities, employee locations, and customer footprint to determine where nexus exists and assess potential tax exposure. Our team then provides clear guidance on compliance requirements, audit defense support, and practical strategies to resolve issues and reduce future multistate tax risk.
Our Pre-Tax Financial Clean-Up service prepares your books for an efficient and accurate tax filing. Clients provide access to their QuickBooks file and relevant bank and credit card statements, and our team reviews, reconciles, and corrects the accounts to ensure the financials are complete and tax-ready. This includes resolving discrepancies, reclassifying transactions, cleaning up balance sheet accounts, and delivering a clean trial balance your tax return can be prepared from with confidence.
To ensure timely and accurate processing, please remit payment using one of the methods outlined below. Payment is due upon receipt of invoice unless otherwise stated in writing. Be sure to reference your name with all payments to avoid delays or misapplication.
Pay By Check: Payable to Koblick & Weinstein CPAs P.C. -- Mail to: 401 Columbus Ave Suite 102, Valhalla, New York, 10595
Pay By Zelle: Clients can also remit payment via Zelle to either michael@mwcpapro.com or matt@mwcpapro.com
If any questions are needed please call the office at (914) 747-3010
