Business Details
Trusted Accounting & Advisory Services in Southampton
Zinman & Company & Company is a full-service accounting firm dedicated to providing comprehensive financial solutions tailored to the unique needs of businesses and individuals. With a team of certified professionals, we combine technical expertise with personalized service to ensure clients receive strategic guidance beyond traditional accounting. Our approach emphasizes proactive financial planning, tax optimization, and operational efficiency, serving industries ranging from construction and real estate to healthcare and technology. We prioritize building long-term partnerships, offering virtual controllership, startup support, and nonprofit accounting services to help clients navigate complex financial landscapes.Our commitment to excellence is reflected in our decades of experience, client-centric philosophy, and dedication to staying ahead of regulatory changes. By integrating advanced technology with hands-on advisory, we empower businesses to achieve sustainable growth while maintaining compliance. Our team's deep industry knowledge and responsiveness have earned us a reputation as a trusted partner for accounting, tax, and strategic consulting services.
Services
Accounting Services
Tax Planning
Virtual Controllership
Startup Advisory
Nonprofit Accounting
Payroll Management
Financial Reporting
IRS Representation
Business Advisory
Human Resources Consulting
Highlights and features
- Over 30 years of experience serving businesses and individuals nationwide
- Personalized client-focused approach with prompt, responsive communication
- Specialized expertise in tax optimization and regulatory compliance
- Integrated virtual controllership solutions for operational efficiency
- Proven track record supporting startups and nonprofit organizations
Associations and certifications
- CPA (Certified Public Accountant)
What people say
Prompt response
Knowledgeable team
Great service
Tax savings expertise
Trusted partner
Services
Accounting Services
Our accounting services encompass complete financial statement preparation, general ledger management, and regulatory compliance reporting. We provide monthly and annual financial compilations including balance sheets, income statements, and cash flow analyses. Our team ensures accurate record-keeping and tailored reporting solutions for businesses of all sizes, helping clients maintain organized financial records that support informed decision-making and investment strategies.
Tax Planning
We deliver strategic tax planning services focused on minimizing liabilities while maximizing savings opportunities. Our CPAs specialize in business entity selection, tax credit identification, and year-end planning strategies. We handle federal, state, and local tax compliance for corporations, partnerships, and individuals, while providing proactive advice on tax-efficient business operations and personal financial planning.
Virtual Controllership
Our virtual controllership service offers scalable financial leadership without hiring full-time staff. This includes budgeting, cash flow management, internal control implementation, and financial strategy advisory. Clients receive customized reporting packages and expert guidance on financial decision-making, allowing business owners to focus on core operations while maintaining financial oversight.
Nonprofit Accounting
We provide specialized accounting solutions for nonprofit organizations, including grant accounting, compliance reporting, and tax exemption management. Our services cover Form 990 preparation, functional expense reporting, and internal control implementation. We help nonprofits maintain transparency and compliance while optimizing financial operations to support their mission-driven goals.
Startup Advisory
Our startup services include entity selection, financial planning, software implementation, and compliance setup. We assist with business registration, tax ID applications, and financial forecasting to establish strong foundations. From accounting system configuration to strategic advisory, we support entrepreneurs through every stage of business development and growth.
People
Mark B. Zinman
Managing Partner
With over 30 years of experience, Mark Zinman & Company & Company leads the firm's strategic direction while maintaining active client relationships. His expertise spans tax planning, financial advisory, and business operations across multiple industries.
Luke Seier
Partner
Luke provides comprehensive accounting and tax services, specializing in business advisory and compliance solutions. He brings technical proficiency and personalized service to clients across various sectors.
Elliot R. Titcher
Partner
Elliot focuses on tax compliance and strategic planning, offering clients expertise in regulatory matters and financial optimization strategies developed through decades of practice.
Anita Updegrave
Director of Client Accounting Services
Anita oversees accounting operations and client service delivery, combining technical excellence with operational efficiency to ensure high-quality service standards across all client engagements.
Monica Siciliano
Partner
Monica specializes in human resources consulting and operational management, providing strategic guidance to help businesses optimize administrative functions and workforce planning.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, payroll management, tax compliance, and strategic advisory services tailored to small businesses' needs.
How can your firm help with tax planning?
Our CPAs offer tax optimization strategies, compliance services, and year-round planning to minimize liabilities while ensuring regulatory adherence.
Do you support nonprofit organizations with accounting needs?
Yes, we specialize in nonprofit accounting including grant management, compliance reporting, and tax-exempt status maintenance.
What is virtual controllership and how does it work?
Our virtual controllership provides outsourced financial leadership with services like budgeting, internal controls, and CFO-level advisory at reduced costs.
How do you assist startup businesses?
We offer entity selection, financial planning, software implementation, and compliance support to help startups establish strong financial foundations.
Can you handle complex IRS tax issues?
Our team represents clients in IRS audits, penalty abatements, and dispute resolution with proven success in resolving complex tax matters.
Reviews (5)
Gary Weber
Dec 20, 2021
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This review is based on a 7-year professional/business relationship. Highest quality customer service, incredibly accessible and responsive. Supremely knowledgable not only in finance, but very much so in general business practices. This firm gets my vote for being the best in their field, in our region. I've come to rely on their support and advice and highly recommend to anyone looking for either basic bookkeeping or fully outsourced accounting.
Joseph Becker
May 19, 2021
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It was a pleasure working with Luke this year to help us with our taxes. This was our first year filing jointly after being married, and Luke helped simply the entire process for us. He even went above and beyond to jump on an impromptu zoom call with my wife and I to answer all of our questions. Great CPA!
Kim Burdumy
Dec 19, 2020
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I have been very pleased with the service i received at Zinman & Co. My accountant Gary Savrin is very attentive, always able to answer all my questions and explains everything and all available options. I feel very confident that he is helping me proper financial decisions.
Edward MacConnell
Jul 09, 2019
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Top notch professionals who really care about their clients. Answers are available and fast. Mark, Luke and everyone else have been very accommodating. Since switching to Zinman & Company we have been very pleased. Highly recommended!
Scott Fcasni
Nov 06, 2018
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Amazing service. Thank you for being such a great asset for our company. Working with Karen, Luke and the whole team has always been great.
