Business Details
Trusted CPA for Tax and Financial Services in Forest Hills, NY
As a dedicated Certified Public Accountant, I provide comprehensive tax and financial services tailored to both individuals and small businesses. My practice emphasizes personalized attention, with direct engagement from initial consultation through ongoing support. I specialize in tax planning and preparation, financial strategy, and representation before tax authorities, ensuring clients receive accurate and proactive guidance. My expertise extends to QuickBooks and Quicken training, business entity formation, and audit representation, all aimed at simplifying financial management. I prioritize long-term client relationships, offering year-round advice to navigate financial decisions and avoid last-minute surprises. My commitment to transparency and education empowers clients to make informed choices about their financial future. With a focus on individualized service, I address unique needs such as estate planning, retirement strategies, and college savings, ensuring holistic financial solutions. My proven track record in resolving tax disputes and optimizing financial systems underscores my dedication to client success. By combining technical proficiency with a client-centric approach, I strive to deliver reliable, actionable insights that foster financial clarity and growth.
Services
Tax Planning
Financial Planning
Audit Representation
QuickBooks Training
Estate Tax Planning
Retirement Strategies
Business Entity Formation
College Savings Plans
Bookkeeping Services
Tax Return Preparation
Highlights and features
- We offer personalized service directly from a licensed CPA.
- Certified Advanced QuickBooks ProAdvisor expertise for business efficiency.
- Proven track record in tax authority representation and dispute resolution.
- Proactive year-round financial guidance to avoid last-minute surprises.
- Free initial consultation to ensure client comfort and alignment.
Associations and certifications
- Certified Public Accountant (CPA)
- Certified Advanced QuickBooks ProAdvisor
Services
Tax Planning
Comprehensive tax planning services help individuals and businesses optimize deductions, credits, and compliance strategies. By analyzing financial situations, I develop customized plans to minimize liabilities and ensure adherence to evolving tax laws. Proactive planning throughout the year reduces stress and maximizes savings.
Audit Representation
Expert representation before the IRS and state tax authorities ensures clients navigate audits with confidence. I handle all communications, documentation, and negotiations to resolve disputes efficiently. This service protects clients' interests while minimizing financial and emotional burdens during audits.
QuickBooks Training
Certified Advanced QuickBooks ProAdvisor training simplifies financial management for businesses. On-site or remote sessions teach efficient bookkeeping, reporting, and automation techniques. Enhanced software proficiency improves accuracy, saves time, and supports informed business decisions.
Estate Tax Planning
Estate tax planning safeguards assets for future generations through strategic gifting, trusts, and legal structures. I collaborate with attorneys to align financial plans with estate goals, reducing tax exposure and ensuring smooth wealth transfer.
Retirement Strategies
Tailored retirement strategies evaluate savings, investment vehicles, and tax implications to build sustainable income streams. Services include IRA conversions, Social Security optimization, and risk management to secure financial independence.
People
Gary B. Carbo
Certified Public Accountant
Gary B. Carbo CPA, CPA, specializes in tax and financial planning for individuals and small businesses. With decades of experience, he offers personalized guidance, audit representation, and QuickBooks expertise. His client-focused approach emphasizes long-term relationships and proactive financial management.
Questions
What services do you offer for small businesses?
I provide tax consulting, QuickBooks training, business entity formation, audit representation, and financial planning tailored to small businesses.
How are you different from other accountants?
I offer direct, personalized service without delegating tasks to assistants, ensuring consistent expertise and proactive year-round support.
Do you offer free consultations?
Yes, I provide a free one-hour consultation to help clients understand my approach and determine if we're a good fit.
How can you assist with tax audits?
I represent clients before the IRS and state authorities, handling all communications and negotiations to resolve audits efficiently.
What areas do you serve?
I serve clients in Queens, NY, the Tristate area, and globally through virtual consultations.
Reviews (7)
Christina L.
Apr 18, 2018
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We used gary last year as new clients and thought he was good. However this year we saw a different side and will NO longer be using him. First when I presented our documents I had to tell him how much we should be getting back (he was off by $5k!) then he screwed up our state return and the IRS sent us a letter. I sent him the letter asking how/what to respond and he told me "just write a letter" uummm wth does that mean? I'm not an accountant and can't explain your errors on my taxes.
He screwed up our return then ignored my emails asking how he's going to fix his mistakes, then I called him and he ignored my call then sent me a rude nasty email saying he's too busy to talk to me on the phone and I'm being unreasonable because I need him to fix his mistakes and respond to the IRS since he's the one who made the mistake. I've never been treated so rudely as a customer and will be posting my experience all over social media and never returning to gary. Besides his lack of social skills and professionalism he has no idea what's he's doing when it comes to getting you the refund you deserve.
He screwed up our return then ignored my emails asking how he's going to fix his mistakes, then I called him and he ignored my call then sent me a rude nasty email saying he's too busy to talk to me on the phone and I'm being unreasonable because I need him to fix his mistakes and respond to the IRS since he's the one who made the mistake. I've never been treated so rudely as a customer and will be posting my experience all over social media and never returning to gary. Besides his lack of social skills and professionalism he has no idea what's he's doing when it comes to getting you the refund you deserve.
Denise X.
Dec 12, 2017
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I cannot attest to the quality of his accounting practice or financial advisory. The reason for the 1 star is because Gary Carbo's office is basically unreachable. I been trying to get in contact with him for over a year left multiple emails and voicemails. It would be great if someone can get back to me letting me know if he is not accepting new clients. It is very bizarre that he is never there Mon-Fri. Does anyone else have this issue?
George P.
Feb 21, 2017
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Gary is the BEST! Been going to Gary now for a couple years to handle my S-Corp returns and he has always been fantastic! First of all he has a great personality which is extremely important because it makes the whole process much less stressful, and makes it easier to ask questions, etc. He's also extremely experienced & knowledgeable and has given me tons of advice & strategies such as how to structure my business, tax saving opportunities, and much more. Would highly recommend him to anyone, great guy!
R. R.
Feb 16, 2017
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After years of TurboTax, I finally had to look for an accountant to help me with my taxes this year. Being a first time home owner, I really had no idea what I was doing anymore. I found Gary online, and he was great - easy to schedule an appointment, nice and convenient location to the subway, and the entire process was a breeze. I'll definitely be going back next year!
Patrycja Dubielecka-Szczerba
May 30, 2016
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We are using Gary's services for a couple of years now, he is detail-oriented, diligent, highly professional and ethical. We have 'two-state-tax/separated family' situation that he manages to make tax-wise clear, and I would not trust anybody else with it. Highly recommended!
Filomena Camino
Dec 18, 2015
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I worked with Gary early in his career. I saw his qualifications first hand and immediately decided to have Gary prepare my personal taxes. Ever since -- even though the present economy is a rollercoaster and the tax laws are constantly changing -- I sign my yearly returns with confidence. Gary's work can be identified as a "trinity of business" -- professionalism, proactive effort, productive results -- delivered with consistency.
Jacqueline Gleason
Feb 16, 2013
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When we first got married, my husband and I received a penalty on our tax return. Thankfully, we found Gary, he fixed our return and helped us file an amendment. He also gave us advice on what a young couple like us can do throughout the year, tax wise. He was so knowledgeable and great to work with, we hired him as our full time accountant. Through the years, as our financial situation has changed and our family has grown, Gary has been there every step of the way. I recently started a business and Gary was my first phone call. He's a wonderful resource, a reliable professional, and pretty much a staple in our family.