Business Details
46 Years
experience
Your Trusted Accounting Partner in Westbury, NY
Founded in 1980, Dalal & Pottackal has established itself as a leading accounting firm serving individuals and businesses across the United States, with a strong focus on the Tri-State area. Our approach centers on providing personalized service and delivering high-quality work, rooted in the founding principle of commitment to client success. We integrate deeply with our clients' management teams, offering expertise in tax, financial planning, and business advisory services across diverse industries. Our team of certified professionals holds memberships in prestigious organizations such as the American Institute of Certified Public Accountants (AICPA) and the New York Society of CPAs, ensuring adherence to rigorous professional standards. Through periodic peer reviews of our compilation and review practices, we maintain transparency and accountability in our work.We prioritize open communication to understand each client's unique needs, combining proactive strategies with thorough analysis to navigate financial challenges and achieve long-term goals. Our dedication to excellence has earned recognition from the broader business and financial community, reflecting our track record of delivering value-driven solutions. With decades of combined experience, our partners remain directly involved in client engagements, ensuring efficient research, sound analysis, and tailored guidance that aligns with evolving regulatory and market conditions. This client-centric philosophy underpins our mission to improve financial well-being while maintaining the highest standards of professionalism and trust.
Services
Tax Management
Accounting Services
Estate Planning
IRS Representation
Payroll Services
Business Valuation
Financial Projections
Mergers & Acquisitions
International Taxation
Cash Flow Analysis
Details
- Year established: 1980
Highlights and features
- We offer over 40 years of experience in accounting and tax advisory services.
- Our team includes CPAs with specialized expertise in international taxation and mergers & acquisitions.
- We maintain rigorous quality standards through peer-reviewed practices.
- We provide tailored solutions for diverse industries, including healthcare and real estate.
- Our partners remain directly involved in client engagements for personalized service.
Associations and certifications
- American Institute of Certified Public Accountants
- New York Society of CPAs
Services
Tax Management
Our Tax Management services guide clients through strategic tax planning and compliance, minimizing liabilities while maximizing cash flow. We leverage deep expertise in federal and state tax laws to optimize opportunities from recent regulatory changes. Clients benefit from personalized strategies that align with their financial goals, ensuring long-term compliance and financial efficiency.
Accounting Services
We provide comprehensive accounting solutions, including bookkeeping, financial statement preparation, and system setup. Our services ensure accurate record-keeping and regulatory compliance for businesses at all stages. By streamlining financial processes, we help clients maintain profitability and capitalize on growth opportunities through data-driven insights and tailored advisory support.
Estate Planning
Our Estate Planning services focus on minimizing tax liabilities and ensuring smooth asset transfer. We help clients create tailored plans that align with their wishes while navigating complex tax regulations. Through proactive strategies, we safeguard financial legacies and provide peace of mind for families and business successors.
IRS Representation
We offer professional representation during IRS audits, leveraging extensive experience with tax authorities. Our team advocates for clients to resolve disputes efficiently while ensuring compliance. By handling communications and documentation, we reduce stress and protect clients' interests during audit processes.
Business Valuation
Our Business Valuation services analyze factors driving company value for mergers, acquisitions, or succession planning. We collaborate with industry experts to deliver accurate assessments that inform strategic decisions. Clients receive actionable insights to enhance business performance and achieve fair transaction outcomes.
People
Peter Dalal
Managing Partner
Founder with over 40 years of experience in accounting, taxation, and business strategy. Chartered Accountant from India and former partner at Miller & Miller. Specializes in mergers & acquisitions and international tax matters.
Arish Dalal
Senior Partner
Senior partner since 2005, specializing in startup businesses, real estate transactions, and individual taxation. Holds a Bachelor of Arts in accounting from SUNY Binghamton and actively supports business development strategies.
Michael Wasileski
Partner
Partner since 2007 with expertise in corporate accounting, not-for-profit compliance, and sales tax matters. Earned his degree from SUNY Stony Brook and provides strategic guidance for business planning and tax optimization.
Keenan Dalal
Partner
Partner since 2010, specializing in corporate structuring, mergers & acquisitions, and audit services. Former Price Waterhouse Cooper tax professional with dual state licensing in NY and FL, bringing extensive audit and strategy experience.
Peena Kathait
Senior Accountant
Senior Accountant and Office Manager with 22 years of experience. Expertise in payroll, bookkeeping, and HR management. Provides day-to-day operational support for clients, leveraging prior corporate HR experience to enhance business efficiency.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, payroll processing, and tax planning tailored to small businesses. Our services ensure compliance while optimizing cash flow and supporting growth through strategic financial management.
Do you serve clients outside the Tri-State area?
Yes, while based in Long Island, we represent clients nationwide. Our remote capabilities allow us to deliver the same personalized service to businesses and individuals across the United States.
How can you help with international tax matters?
Our team specializes in cross-border taxation, including compliance for U.S. companies abroad and foreign entities operating domestically. We navigate complex international regulations to minimize liabilities and ensure reporting accuracy.
What sets your firm apart from other accounting practices?
We combine decades of experience with direct partner involvement in every engagement. Our industry-specific expertise, peer-reviewed quality standards, and client-first approach ensure tailored solutions that drive long-term financial success.
Do you assist with retirement and financial planning?
Yes, we offer comprehensive retirement planning services, including investment strategy, tax-efficient withdrawals, and estate planning. Our goal is to help clients achieve financial independence through personalized, tax-aware strategies.
Reviews (4)
Libby H.
May 17, 2021
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I used Dalal for 4 years and they've landed me in a world of trouble. My returns were never correctly files with the IRS. Let me repeat my returns were never properly file. 4 years later Dala I was informed they were rejected but he IRS. I have since lost thousands in refunds the IRS won't pay because they've timed out. I have also spent thousands going over all my returns with a new firm to correct the filing issues. Emails went unanswered, I was told 'we're working on it', the iRS is taking along time to respond and then my accountant finally went AWOL and never responded to my emails.
When confronted they denied any ownership and wanted nothing to do with resolving this issues and washed their hands GO ELSEWHERE and save you and your business the headache and financial worries. After paying for their services and not having them delivered its been a stressful and expensive experience I would not want other business too incur.
When confronted they denied any ownership and wanted nothing to do with resolving this issues and washed their hands GO ELSEWHERE and save you and your business the headache and financial worries. After paying for their services and not having them delivered its been a stressful and expensive experience I would not want other business too incur.
Michael Shifrin
Jan 30, 2021
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Dalal Associates have helped us navigate the US tax code for well over 16 years. Arish and his team are business savvy, personable, and extremely knowledgeable. As a healthcare consultant and property manager I need a firm that understands the entire scope of my business and provides sound advice for its growth and longevity. Its clear that Dalals talented team and vast rolodex of referrals is a resource for any business.
This past winter, when I needed assistance in working through numbers for a client, Arish personally sat with me for over 2 hours to guide me through the calculations. To me, that speaks volumes of the kind of service and professionalism he and his team offer and what clearly sets them apart from similar firms in the industry. If you are looking for dedicated accounting specialists with excellent business acumen, personalized service and professional advice. You've found the right firm!
This past winter, when I needed assistance in working through numbers for a client, Arish personally sat with me for over 2 hours to guide me through the calculations. To me, that speaks volumes of the kind of service and professionalism he and his team offer and what clearly sets them apart from similar firms in the industry. If you are looking for dedicated accounting specialists with excellent business acumen, personalized service and professional advice. You've found the right firm!
Jen Kira
Nov 22, 2020
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I have worked with Arish and his team for over 5 years. They have been incredible in advising us in business and giving us guidance over the years. I cant say enough about how amazing this company is. I am so happy he was recommended to us.
Diana Del Cid
Nov 24, 2019
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I contacted Dalal Associates after an attorney had recommended them, spoke highly of them, etc. I understand this was also a family friend, etc. Nevertheless, I reached out to them and was in contact with Keenan. I explained the issue I was having regarding my last years taxes, what could be done, etc. I emailed my taxes to him as he asked in November. I never heard from him, or anyone from the firm, since.
I reached out several times and was always told he was busy, in a meeting, on vacation during the holidays, etc. It is now mid January and still nothing. (Must be all family who gives them 5 star reviews on FB)
I reached out several times and was always told he was busy, in a meeting, on vacation during the holidays, etc. It is now mid January and still nothing. (Must be all family who gives them 5 star reviews on FB)
