Business Details
35 Years
experience
Your Trusted CPA in Smithtown, NY
Founded in 1991, our firm has built a legacy of delivering precise and timely accounting, tax, and financial planning services to individuals and businesses across Smithtown, New York, and the broader Long Island region. With over three decades of experience, we pride ourselves on combining personalized service with industry expertise to help clients navigate complex financial matters. Our team of certified professionals specializes in strategic tax planning, bookkeeping, QuickBooks implementation, and business succession planning, ensuring legal compliance and optimized financial outcomes.We maintain rigorous standards of discretion and professionalism while providing actionable insights tailored to each client's unique needs. Backed by our certification as QuickBooks ProAdvisors, we offer end-to-end solutions from system setup to staff training, empowering businesses to streamline operations and focus on growth.
Services
Tax Preparation
Bookkeeping
QuickBooks Services
Payroll
Financial Planning
Succession Planning
IRS Representation
Strategic Business Planning
Details
- Year established: 1991
Highlights and features
- We have over 30 years of experience in accounting and tax services.
- Our team is certified QuickBooks ProAdvisors for specialized software support.
- We provide personalized financial strategies tailored to your specific needs.
- We focus on minimizing tax liabilities while ensuring compliance.
- We prioritize client relationships with transparent communication and discretion.
Associations and certifications
- QuickBooks ProAdvisor
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing of federal and state tax returns. We help individuals and businesses maximize deductions while maintaining compliance with evolving tax regulations. Our team stays current with legislative changes to identify potential savings opportunities specific to your financial situation and industry.
QuickBooks Services
We provide QuickBooks setup, customization, and training tailored to business needs. Our certified ProAdvisors configure systems for optimal performance tracking, inventory management, and payroll processing. We offer ongoing support to ensure seamless operation of cloud or desktop accounting platforms for small to mid-sized businesses.
IRS Representation
Our IRS representation service addresses audit concerns, payment plans, and tax debt settlements. We handle communications with tax authorities to resolve issues like liens, levies, and unfiled returns. Our approach combines legal compliance with strategic problem-solving to minimize financial impact on clients.
Bookkeeping
We manage daily financial transactions, bank reconciliations, and account maintenance to ensure accurate business records. Our bookkeeping services provide organized data for informed decision-making, supporting both small business owners and established corporations across various industries.
Financial Planning
Our financial planning service creates personalized strategies for retirement, asset protection, and wealth growth. We analyze current financial status to develop comprehensive plans addressing risk management, investment allocation, and long-term financial security for individuals and business owners.
People
Aldo Treglia
CPA
Aldo Treglia founded Raisman CPA in 1991, bringing over three decades of accounting experience to Smithtown clients. Certified as a QuickBooks ProAdvisor, he specializes in tax strategy, business accounting, and financial planning while maintaining a commitment to personalized service.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial reporting, and strategic planning to help small businesses manage operations efficiently.
How can you assist with tax preparation and planning?
Our team offers tax return preparation, tax liability minimization strategies, and year-round planning to ensure compliance and financial optimization.
Do you offer QuickBooks setup and training?
Yes, we provide QuickBooks software setup, staff training, and ongoing support to streamline your accounting processes.
Can you help resolve IRS tax issues?
We represent clients in IRS audits, payment plans, and resolution of back taxes or wage garnishments.
What financial planning services are available for individuals?
We offer retirement planning, risk management, and comprehensive wealth strategies tailored to personal financial goals.
Reviews (4)
Mike Carrera
Jun 15, 2022
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Connie Ryan and Raisman CPA, has been my family's accountant for 30 or more years. There has never been a time where I could not contact her or get a knowledgeable answer ever. Always attentive and helpful in anyway possible. I'd be lost without her help and hard work ethic! I have never been disappointed.
Brian Robertson
Nov 18, 2021
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When I started my company in 1992 Myron Raisman was our attorney, and Al Treglia was a young accountant at that firm and was assigned our account. Nearly 30 years have past and today I consider Al a very important advisor, rarely making a big financial move without getting his input. I have this respect for Al and the firm because no matter what comes up requiring their services, I know it will be handled proffessionally and thoroughly. They make you feel like you are extended family.
Dan Kummer
Mar 18, 2021
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If you are looking for a Top Notch CPA firm your search is over. Excellent, knowledgeable, hard working team. Extremely fair fees. They actually answer the phone and you can reach the person you are looking for. Al Treglia has been our business and family CPA and trusted advisor for over 30 years. You will not be disappointed.
April DeRosa
Oct 29, 2020
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We have seen a very satisfied client for over TWENTY years. This is a top rated firm and I would strongly recommend them. The staff is dedicated and hard working. They are always helpful, efficient and reliable. Al has a wide range of expertise and a great understanding of our constantly changing tax laws.
