How this shortlist was selected
This collection includes 7 alphabetical examples from 7 directory records assigned to New York. Selection uses the location recorded in our sources, not client results, fees, reviews, or a quality score. Numbers identify entries and do not rank professional performance. The underlying profiles retain their source links.
Set the scope for your region
The New York collection contains 7 sourced firm records. Frequently recorded cities include Elmsford, Jericho, Harrison, Hauppauge. List every state in which your business has people, property, or customers. Ask candidates to explain how they collect that footprint, assign return responsibilities, and coordinate with an existing preparer.
A listed location describes the source record. It does not establish every office, current licensing, a service territory, or whether the provider will accept your engagement. Confirm those points before comparing proposals.
Chen & Wu CPAs
Listed location: Elmsford, NY. The cited directory records this firm. Specialized advisory services, licensing, and availability need direct confirmation.
Documented service categories: Taxation - Corporate. Review the listing and its sources.
Gary Thomas Amato, CPA, PC
Listed location: Hauppauge, NY. The cited directory records this firm. Specialized advisory services, licensing, and availability need direct confirmation.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
Grassi & Co., CPAs, PC
Listed location: Jericho, NY. The cited directory records this firm. Specialized advisory services, licensing, and availability need direct confirmation.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
GreatRiver CPA Services LLC
Listed location: Bohemia, NY. The cited directory records this firm. Specialized advisory services, licensing, and availability need direct confirmation.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
Meaney Accounting & Consulting, LLC
Listed location: Saratoga Springs, NY. The cited directory records this firm. Specialized advisory services, licensing, and availability need direct confirmation.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
PKF O’Connor Davies, LLP
Listed location: Harrison, NY. The cited directory records this firm. Specialized advisory services, licensing, and availability need direct confirmation.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
Raymond F. Schultheis, CPA
Listed location: Webster, NY. The cited directory records this firm. Specialized advisory services, licensing, and availability need direct confirmation.
No specialized advisory scope is asserted by this list. Review the listing and its sources.
Compare the proposals, not just the names
- Describe the decision, entities, states, and deadline before asking for a fee.
- Ask for the named professional and written deliverables, including what happens after recommendations are made.
- Confirm whether returns, amendments, specialist studies, and implementation are included.
- Identify who communicates with your bookkeeper, preparer, attorney, or payroll team.
- Request a timeline and a complete written scope before engaging.
Use the engagement comparison tool, search all firm records, or browse other shortlists.
About this publication
AE Tax Advisors owns and publishes this guide. Our featured placement is publisher promotion. Inclusion of another firm is a research reference and does not imply affiliation, endorsement, or a client relationship.