Business Details
21 Years
experience
Expert Accounting & Tax Solutions in Commack
John W. Halloran, CPA PC has been dedicated to providing comprehensive accounting, tax, and financial planning services to individuals and small businesses since 2005. Our firm combines decades of experience with personalized attention, offering tailored solutions for tax preparation, bookkeeping, payroll, and estate management. With a background in both academic and corporate finance, including roles at St. John's University and a major CPA firm, our founder brings specialized expertise in complex financial landscapes. We serve clients across Long Island and beyond, prioritizing transparency, accuracy, and client education. Our services extend to family offices, law firms, medical practices, and real estate entities, ensuring meticulous financial management.We utilize advanced accounting software to deliver timely, data-driven insights while maintaining a commitment to ethical standards and client-centric service. Our team's deep understanding of evolving tax regulations allows us to provide strategic planning that minimizes liabilities and maximizes financial growth. We emphasize proactive communication, offering free initial consultations to build trust and long-term partnerships. Our practice reflects a philosophy of treating every client as a valued partner, with customized solutions that address both immediate needs and future goals. This approach has enabled us to serve hundreds of clients while maintaining the personalized touch of a boutique firm.
Services
Bookkeeping
Tax Planning
Financial Statements
Payroll Services
Estate Management
Tax Preparation
Financial Planning
Details
- Year established: 2005
Highlights and features
- We offer 15+ years of experience in accounting and tax services for individuals and small businesses.
- Our team provides personalized financial planning tailored to individual and business client needs.
- We specialize in complex tax scenarios for entrepreneurs, executives, and professional entities.
- Our practice combines academic expertise with real-world corporate and small business experience.
- We maintain a client-centric approach with free initial consultations and ongoing support.
Services
Bookkeeping
Our bookkeeping services ensure accurate financial records for small businesses using industry-leading software. We maintain computerized accounts with monthly, quarterly, and annual reporting options while providing budgeting and forecasting support. This service helps businesses maintain organized financial records for better decision-making and tax preparation.
Tax Planning
We develop comprehensive tax strategies for individuals and businesses through long-term planning and annual forecasting. Our approach minimizes tax liabilities while ensuring compliance with evolving regulations. Services include mid-year adjustments and strategic advice to optimize tax outcomes for complex financial situations.
Financial Statements
We prepare detailed balance sheets and operating statements for small businesses using advanced accounting tools. Our financial reporting includes comparative analysis and timely delivery to support business decision-making. This service provides critical insights into business performance and financial health.
Payroll Services
Our payroll solutions handle complete payroll management including tax withholdings, regulatory filings, and employee documentation. We process federal and state tax filings while maintaining accurate payroll records. This service ensures compliance with tax regulations while saving businesses time and administrative burden.
Estate Management
We offer specialized estate and trust administration services for executors and trustees. Our support includes financial management, tax compliance, and asset administration for estates. This service helps clients navigate complex estate matters with professional expertise and personalized attention.
People
John W. Halloran
CPA
John W. Halloran is a certified public accountant with over 15 years of experience in tax and accounting services. He holds an MBA in Taxation and B.S. in Accounting from St. John's University, and is a member of AICPA and NYSSCPA.
Questions
What accounting services do you offer for small businesses?
We provide complete bookkeeping, financial statement preparation, payroll processing, and tax return filing services tailored to small business needs.
Do you handle both individual and business tax preparation?
Yes, we prepare federal and state tax returns for individuals, sole proprietors, corporations, partnerships, and LLCs with strategic planning to minimize liabilities.
What financial planning services are available?
We offer retirement planning, college savings strategies, and comprehensive financial planning incorporating tax and estate considerations for individuals and businesses.
How do you support estate and trust management?
We provide specialized services for executors and trustees, including financial administration, tax compliance, and asset management for estates and trusts.
What technology do you use for accounting services?
We utilize advanced accounting software like QuickBooks and Peachtree to deliver accurate, timely financial reporting and analysis for our clients.
Do you offer tax planning throughout the year?
Yes, we provide ongoing tax planning services including annual forecasting, mid-year adjustments, and long-term strategies to optimize tax outcomes.
Reviews (3)
Craig S. Lombardo
Apr 16, 2021
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I've been going to John for my tax filings for years now. I even sent new clients his way. Initially, he was a friendly guy to work with. In recent years, I had noticed a change in his attitude for the worse. He became short and brash anytime I communicated with him. In the past few years, John had made accounting errors with my filings which resulted in personal audits. The first time, as compensation for his error, he knocked off the interest accrued off his tax refund fee; an appreciated gesture.
The second time, he told me to "just pay it", and I had this extra money due to his error with the filings for all these years. Not the answer I was looking for, and refused to compensate for his mistake. Told me I was being petty over $150 in interest that I owed the state due to his error. John, I told you this will be the worst $150 you'll ever save. Enjoy this review! By the way, the clients I sent to you have also withdrawn from your services.
The second time, he told me to "just pay it", and I had this extra money due to his error with the filings for all these years. Not the answer I was looking for, and refused to compensate for his mistake. Told me I was being petty over $150 in interest that I owed the state due to his error. John, I told you this will be the worst $150 you'll ever save. Enjoy this review! By the way, the clients I sent to you have also withdrawn from your services.
Cheryl Fratello
Nov 09, 2019
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My business has worked with Mr. Halloran on a number of tax related matters. He is an experienced CPA and always responsive to my business needs. I highly recommend him.
MariV
Apr 05, 2018
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Thank you John for helping me tackle my first year as self employed! Your patience and knowledge is super appreciated! Thank you for making my taxes seem a little less daunting! Would recommend your services to anyone without hesitation!
