John R. Monaco & Company is a full-service wealth management firm offering Financial Accounting Services in Northern Westchester and Putnam Counties, NY. We employ key professionals to provide you with a full range of financial and accounting services with our team approach. Having a financial advisor who can both provide tax strategies and prepare your taxes gives you a more holistic and streamlined  financial edge. 

• Tax Preparation – We prepare, calculate, and file income tax returns on behalf of businesses and individuals.
• Business Taxes – Focusing on minimizing tax obligations throughout the year, we specialize in business taxes and business tax preparation.
• Financial Statements – Detailed financial information reports including assets, liabilities, equities, incomes, expenses, shareholders’ contribution, cash flow, and any other relevant information needed.
• Estate & Trust Planning – Estate planning includes utilizing a trust as needed to ensure that your entire estate is managed appropriately according to your wishes. Plan in advance so that your heirs are prepared for what to expect when that time comes.
• Business Services – We offer business services such as bank account reconciliation, payroll preparation, tax services, statements, end-of-year, and QuickBooks advisement.
• Part-Time Chief Financial Officer (CFO) – If your company cannot afford to have a full-time Chief Financial Officer on staff, you can utilize our part-time CFO service.
   

Because our President, John R. Monaco, is a Certified Public Accountant (CPA), we offer a full range of CPA Firm Accounting Services in Northern Westchester County, NY. We are proud to work with individuals and businesses in the Northern Westchester County area. As a CPA, John helps each of his clients to manage every layer of their financial life from accounting and bookkeeping to succession planning and investment advising..

At our core, we believe in providing personalized, top-notch CPA and financial services tailored specifically for individuals and businesses in Westchester, NY. Our team combines years of experience with a deep understanding of local tax and accounting nuances to offer solutions that contribute to your overall financial success. We're not just about crunching numbers; we want to build lasting relationships and help our community thrive.

Absolutely! Whether you're looking for comprehensive accounting and financial services for your Westchester County business or need expert advice on personal tax matters, our skilled team is here to help. We offer a range of services designed to streamline your financial processes, from tax preparation and planning to business consulting and financial statement analysis.

We pride ourselves on offering a wide array of services to meet the diverse needs of our clients in Westchester. This includes, but is not limited to, individual and corporate tax preparation and planning, financial statement preparation, bookkeeping, payroll services, and business consulting. Our goal is to provide comprehensive accounting and financial services to Westchester County residents and businesses, tailored to your unique circumstances.

Our CPA and financial services are designed to not only manage your current financial needs but also to strategize for your future growth. We go deep into your business's financial health to identify opportunities for efficiency and growth, help you understand the financial implications of business decisions, and plan accordingly. With our support, you can make informed decisions that drive your Northern Westchester County business forward.

Choosing a local provider for your CPA and financial services means partnering with someone who understands the unique financial landscapes and regulatory environment of Westchester County. We are deeply rooted in the community, which allows us to offer tailored advice that considers local trends and regulations. Plus, being local means we're always here when you need us, ready to provide the support and guidance necessary to navigate your financial journey.