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J

James Oliveri CPA, PC

Stamford, CT, New York

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About

James Oliveri CPA, PC is a premium service CPA firm located in the NYC area. We provide various services throughout the tri-state area that include, but is not limited to:

1. Individual income tax preparation
2. Small business income tax preparation

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3 hires on Bark
16 min response time

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Q&As

Bookkeeping, tax preparation, payroll, and sales tax preparation

An accountant is more than a number cruncher. An accountant serves to provide guidance to its clients on tax savings strategy, sound financial decision making, and sound compliance decisions as well. It's important to make sure your accountant is well versed in overall small business accounting, and it's a plus if they are well versed in your industry.

Client communications is my favorite by far. Talking through issues and potential decision making helps me guide them, or at least steer them, in the right direction.

Working in large and mid-sized accounting firms, I saw a lot of clients getting the shaft from their tax preparer. Phone calls ignored, tax planning not being done, etc. I want my clients to not be afraid of accounting, and not be afraid to ask questions.

I am a hand holder. I will inform you of the entire process, advise you of any monkey wrenches that may occur, and be available after tax preparation or other service is performed.

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