Business Details
37 Years
experience
Trusted Accounting & Tax Services in Brooklyn, NY
Cavalcante & Co & Co has been delivering comprehensive accounting, auditing, tax, and management advisory services to clients across the New York City metropolitan area for over two decades. Our firm prioritizes unwavering commitment, exceptional service quality, and the cultivation of enduring client relationships. As active members of prestigious professional organizationsincluding the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants, and the QuickBooks Pro Advisors Programwe uphold rigorous industry standards.Our participation in the AICPA Peer Review Program underscores our dedication to transparency and excellence. With specialized expertise in cooperative housing, real estate, healthcare, and nonprofit sectors, we provide tailored solutions to meet diverse financial needs. Our team of certified professionals combines deep technical knowledge with a client-centric approach, ensuring personalized guidance and reliable support for individuals and businesses alike.
Services
Accounting Services
Tax Services
Financial Planning
Estate & Trust Services
Auditing Services
Details
- Year established: 1989
Highlights and features
- We have over 20 years of experience serving NYC metropolitan clients.
- Our team includes CPAs and certified financial forensics experts.
- We specialize in cooperative housing, real estate, and nonprofit sectors.
- Active members of leading accounting and tax professional organizations.
- Participate in the AICPA Peer Review Program for quality assurance.
Associations and certifications
- American Institute of Certified Public Accountants
- New York State Society of Certified Public Accountants
- QuickBooks Pro Advisors Program
- AICPA Peer Review Program
Services
Accounting Services
Our accounting services include audits, reviews, compilations, internal control assessments, and bookkeeping tailored to industries like real estate, healthcare, and nonprofits. We ensure accurate financial reporting and compliance with regulatory standards. Our team works closely with clients to streamline financial processes and enhance operational efficiency.
Tax Services
We offer comprehensive tax planning and compliance solutions for corporations, individuals, trusts, and nonprofits. Our experts stay updated on tax law changes to minimize liabilities within legal limits. Services include federal, state, and local tax return preparation, as well as strategic tax-saving consultations for businesses and high-net-worth individuals.
Financial Planning
Our financial planning services address retirement, education funding, and elder care strategies. We help clients navigate complex financial decisions with personalized advice. By collaborating with attorneys and investment advisors, we create holistic plans to secure long-term financial stability for individuals and families.
Estate & Trust Services
We prepare federal and state estate tax returns and assist with trust income tax filings. Our expertise includes life insurance trusts, charitable remainder trusts, and private foundation formations. We provide strategic guidance to simplify estate planning and ensure clients' legacies align with their intentions.
Auditing Services
Our audit services cover cooperatives, manufacturers, professional firms, and employee benefit plans. Certified in financial forensics, we conduct forensic audits and internal control evaluations. We deliver actionable insights to improve financial transparency and support informed decision-making for businesses and organizations.
People
Joseph A. Cavalcante
Managing Partner
Joseph A. Cavalcante & Co & Co, CPA, specializes in co-ops, condos, and estate taxation. With decades of experience, he advises on business and individual tax strategies and frequently serves as an executor or trustee.
Robert Schindler
Audit Partner
Robert Schindler, CPA, CFF, has extensive auditing experience across real estate and nonprofit sectors. He provides forensic accounting expertise, serves as an expert witness, and consults on internal controls for commercial and nonprofit entities.
Questions
What accounting services do you offer?
We provide audits, reviews, compilations, internal control reviews, and bookkeeping tailored to industries like real estate, healthcare, and nonprofits.
Do you specialize in any industries?
Yes, we specialize in cooperative housing, real estate, manufacturing, professional services, nonprofits, and healthcare sectors.
What tax planning services are available?
We offer federal, state, and local tax return preparation, tax-saving strategies, and compliance consultations for businesses and individuals.
Do you handle estate and trust tax returns?
Yes, we prepare estate and trust income tax returns and provide planning guidance for life insurance trusts and charitable remainder trusts.
