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About US
We are an Accounting and Tax Service located in Rockland County, New York. We have developed our growth and reputation based on our professional excellence through the quality personalized services tailored to meet each clients' need. The services we provide include Taxation, Accounting, Bookkeeping, New business startups, Incorporation Service, Payroll Services, Consulting, Family Office Services and Audit Assistance.
We will help you with every aspect of your accounting, tax preparation and planning, including individual, partnership and corporate returns. We also offer assistance to clients who need help in the installation of their Accounting Software, including Quick Books, Peachtree, and Quicken.
We provide services to a wide range of Industries:
- Individuals
- Retailers
- Wholesalers
- Manufacturers
- Restaurants
- Influencers
- Non-Profit Organizations
- Service Companies
- E-Commerce Companies
- Construction Companies
- Landscaping Companies
- Import/Export Companies
- Investment Companies
- Insurance Agencies
- Childcare Providers
- Taxi & Limousine Companies
- Trucking & Haul
- Medical and Dental Practices
Experience and Expertise
Denise Munoz, Founder & CEO Denise Muñoz is an Accounting & Tax Professional with experience in a range of different industries, real estate, wholesale, retail, service, e-commerce, wealth services, family office and investment companies. Denise graduated from Mercy University in 2011 with a Bachelor of Science in Public Accounting. Denise has 13 years of experience in accounting, tax and 5 years in finance. She has been admitted to practice before the Internal Revenue Service as an Enrolled Agent. Denise's specialty is helping small to midsize businesses grow by providing a wide range of accounting, tax consulting and planning services. Denise believes that as entrepreneurs you focus on growing your business while we handle the rest. Denise is an Enrolled Agent, Notary Public, member of the National Tax Preparer Association, National Association of Enrolled Agents and American Institute of Professional Bookkeepers. Her experience comes from working with a range of different companies and industries over the years. She worked as a family office accountant for a Top 10 Public Accounting firm providing wealth services to family offices of ultra-high net worth individuals, executives, entrepreneurs and their businesses listed on Forbs. She managed a small accounting firm in Stony Point, New York providing accounting and tax services to individuals and business. Denise worked 5 years in the finance industry providing underwriting, budgets, credit analysis, and loan servicing for banks.
Experience and Expertise
Jose Acosta, Accountant Is an Accounting, Tax & Financial executive with 12 + years of finances and operations experience in the financial sector. Jose graduated from Mercy University in 2016 with a Master of Business Administration in Managerial Analytics and a Bachelor's in Accounting from Oswego State University of New York in 2013. Jose's many years of experience, entails over 12 years in preparation of Individual and Business Income Taxes. He is recognized for demonstrating a natural aptitude for utilizing decisive leadership skills of multi-million-dollar entities and large workforces and multiple locations, as well as for delivering quantifiable profitability through cost controls, analytical reasoning, training, and technology, a verifiable history of contributing directly to company growth and expansion throughout his career. As such, consistently exceeded budgetary and performance goals and adapted at achieving maximum operational output with minimal resource expenditure. Professional focal points include cash flow forecasting, budgetary planning, team management, written and verbal communication, accounting, cross-functional team collaboration, reporting, and stakeholder management. Delivering superior administration in the latter areas of expertise requires effective communication skills, business acumen, systems analysis, project management, and resource management to support efficiency and maximum returns. Colleagues describe me as a progressive, driven, down-to-earth, financial and managerial expert who can be relied on to offer superior solutions that deliver profitable results on time.
Experience and Expertise
Mariko Munoz, Senior Accountant Is a Japanese Accountant with 10+ years of experience. She graduated from Kanto Gakuin University of Yokohama, Japan in 2005 with a Bachelor’s Degree in Economics. She has a range of experience working with different industries both in Japan and the United States. She is responsible for the Bookkeeping and Accounting for our Business Clients.
