Business Details
11 Years
experience
Expert Accounting Services in Walden, NY
Founded in 2015, Lustig M Raymond, CPA PLLC has evolved into a comprehensive accounting and consulting practice by prioritizing personalized client service. Our firm specializes in accounting, auditing, tax planning, payroll management, and financial consulting for individuals and businesses of all sizes. With decades of combined experience, we deliver professional, accurate, and cost-effective solutions tailored to each client's unique needs.Our approach emphasizes building long-term relationships to understand clients' personal and professional goals, enabling us to provide customized strategies that minimize tax liabilities and maximize financial growth. As a Walden-based firm, we are deeply committed to supporting our local community through expert financial guidance and free initial consultations.
Services
Tax Preparation
Accounting Services
Payroll Management
Small Business Consulting
Estate Tax Planning
Corporate Tax Filing
Financial Statements
IRS Representation
Bookkeeping
Tax Problem Resolution
Details
- Year established: 2015
Highlights and features
- We offer personalized, one-on-one client service with direct access to experienced CPAs.
- Our firm provides comprehensive accounting, tax, and financial planning services under one roof.
- We specialize in small business consulting tailored to local market needs in Walden.
- Our team stays current with evolving tax laws to deliver proactive planning solutions.
- We guarantee confidentiality and personalized attention for every client relationship.
Associations and certifications
- CPA
Services
Tax Preparation
Accurate personal and corporate tax return preparation with electronic filing capabilities. Our experts identify all eligible deductions and credits while ensuring compliance. We specialize in complex returns for businesses, estates, and non-profits.
Accounting Services
Comprehensive GAAP-compliant financial statement preparation and analysis. Services include bookkeeping, cash flow analysis, and audit-readiness support for businesses of all sizes.
Tax Problem Resolution
Specialized representation for tax debt issues including Offers in Compromise. We resolve IRS and state tax disputes with proactive strategies to reduce penalties and interest accumulation.
Small Business Consulting
Tailored financial guidance for startups and established businesses. Services include sales tax compliance, payroll processing, and strategic tax planning to optimize profitability.
Estate Tax Planning
Expert preparation of estate, gift, and trust tax returns. We develop strategies to minimize tax exposure while protecting beneficiaries from unexpected liabilities through irrevocable trusts and charitable giving.
People
M. Raymond Lustig
CPA
Certified Public Accountant with 20+ years of experience providing personalized financial solutions. Prioritizes client relationships and local community support in Walden. Expertise spans tax strategy, business consulting, and estate planning.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statement preparation, and tax compliance services tailored to small businesses in Walden.
How do you handle complex tax situations?
Our team specializes in complex returns for estates, corporations, and non-profits while developing proactive strategies to minimize tax liabilities.
Can you help with IRS tax debt problems?
Yes, we offer tax problem resolution services including IRS negotiation and Offers in Compromise to settle tax debts.
Do you provide financial planning services?
We offer comprehensive personal financial planning covering retirement savings, education funding, and estate protection strategies.
What areas do you serve?
Primarily serving Walden, NY with select clients throughout Orange County and surrounding regions.
Is there a free initial consultation?
Yes, we offer complimentary initial consultations for all new clients in Walden and surrounding areas.
Reviews (3)
Jocto Bizlow
Feb 10, 2022
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Almost never in his office, so good luck even using him. Took months to file my taxes, because he didn't have a copy of my ID, but was never in his office to bring it to him. Had to stop by on more than 3 separate occasions. Then the icing on the cake, I filed with him because I had unemployment and had no idea how to go about filing it. Well now I'm being billed because this guy did it wrong. When I called him he said "oh yeah you forgot to give me your 1099 form." Awesome, as if I didn't ask you if I had given you everything I needed. And you decide not to mention it until a year later when I get the bill.
Dan A.
Aug 08, 2021
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I drove past a this sign on the corner of Main Street everyday. I decided to call this place called TAXE$. Ray Lustig was funny and freely gave me tax advice. He was very knowledgeable and helped me resolve my tax burdens before leaving the state.
Susan Taylor
Mar 01, 2019
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Ray has been doing my taxes for over 20 years, and helped me incorporate a few of my businesses. Ray keeps me on track with payments including estimates and my pay roll so I don't have to worry. Great location, hands on, and affordable.