Tax Services

Smithtown and Charleston Tax Services for Small Businesses and Individuals

Tax laws and tax forms can be complex. As business and personal financial challenges increase, tax preparation and planning challenges grow exponentially in return.

A tax service relationship with Ross & Company gives you year-round access to answers for your tax questions, planning for specific transactions, or resolving tax problems. We’ll discuss what changes have taken place in your business or personal life to understand how those changes impact your tax liabilities. We are full-time business service provider in Smithtown and Charleston, not just seasonal tax return preparers; we’ll be there when you need us.

Business Tax Services

Ross & Company CPAs serves clients in a variety of industries, including professional services, insurance brokers and agents, and real estate entities. Our tax services are specifically designed to support businesses by combining our subject-matter expertise and business acumen with a passion for client relationships and service.  

Tax Return Preparation. There are many moving parts in your business and almost any decision you make has a tax implication. Our business tax return specialists apply their knowledge and experience with current tax laws to prepare tax returns that accurately capture those decisions, identify elections and deductions, and legally minimize your business’ tax liability.

Tax Planning Strategies. Working collaboratively and proactively, we can help you determine the best tax strategies to achieve your business goals. We help you plan your quarterly estimated tax payments to closely match your annual tax liability, avoiding significant payments at the end of the year. Tax planning also has an impact in dealing with health care reform requirements, capitalization versus expense treatment for tangible property, depreciation of real estate and business equipment, and compensation strategies for company executives.

Specific Tax Problems. As providers of full-time business services, we have tax expertise and business knowledge to help you plan and implement strategies to accomplish your business goals. Whether it’s determining the best tax structure for a specific activity, or preparing a valuation discount to legally minimize gift or estate taxes in a business transfer, we have the tools and the skills at applying those tools to help you succeed.

Personal Tax Services

Tax rules require all paid tax preparers to be registered with the IRS, but that does not mean that all tax preparers have the same credentials. Ross & Company CPAs are bound by a set of professional ethics guidelines and training requirements.  

- We are often able to make valuable tax savings suggestions that an off-the-shelf software program can't anticipate. The value of that advice alone can easily offset the additional cost of consulting with a professional. When you consider the monetary value on your time, preparing your own tax return typically costs more than our services.

- We help you consider all the tax planning options to minimize the tax impact of infrequent transactions such as buying or selling real estate, exercising stock options, or receiving an inheritance.

Tax Services for Estates and Trusts. We offer tax return preparation and planning services that address the unique requirements of estates and trusts. These services range from assisting in developing estate plans, implementing those plans, and preparing the necessary tax filings. We bring our experience to develop opportunities that may save a significant amount of tax for your estate.

Contact Ross & Company of Smithtown, NY and Charleston, SC

If you own a small business, are self-employed or are in need of personal tax services, the staff at Ross & Company will equip you with answers and solutions. We are a Smithtown and Charleston CPA firm dedicated to establishing a relationship with business and individual clients for optimized, year-round tax services. Please contact our Smithtown or Charleston CPA office and schedule a consultation.

Recent Posts


  • "Great! Got back more than anticipated. Very happy with the professionalism and the handling of a problem with the IRS."

    -John R.

  • "I had never used an accountant and was interviewing so I could choose one if I decided to do so. During the interview I asked advice about two new financial matters as they relate to me in retirement. The meeting was excellent. Mr. Ross was professional, knoweldgeable and non-threatening all at the same time. "

    -Joseph C.

  • "Glen was terrific. After having a poor experience elsewhere, Ross & Company were like a breath of fresh air."

    -Len E.

  • "I provided all of the appropriate paperwork (electronically), and Glen Ross went through them, set me up in his system and asked a few questions. I also had some additional questions regarding 2013 taxes which he also promptly answered, while also giving the basis for the answers."

    -Piers B.

  • "First, the experience was excellent. I called and made an appointment to see a CPA. The receptionist was warm and professional. Ease of getting an appointment, especially during the current tax season, was excellent. When I arrived at the office, I was met by the receptionist who was again, very nice and professional. "

    -Brett M.

  • "I met with Glen in the Fall to have him look over my last return prepared elsewhere to see if he saw any mistakes that I might be alerted to by the IRS again in the future. He listened to my concerns (which were many) and he re-assured me that I really had nothing to worry about, (believe me, that is NO SMALL TASK!). "

    -Tracey H.

  • "We were in the market for a new accountant because our previous accountant of 20 years retired. We were concerned it would not be easy to find an accountant that we would feel comfortable with. But after searching, we came upon Ross & Company who had great reviews. . "

    -AnnMarie F.

  • "Receptionist was super friendly and professional. Asked our concerns and scheduled an appointment before the end of the year. Mr. Ross was exceptional in answering our tax questions at an intimate personal meeting. "

    -Lisa Z.

  • "Fortunately and unfortunately my taxes have gotten to the point where I simply cannot handle them on my own (using TurboTax) anymore. This became evident when I received a communication from the IRS that there was a potential issue with a past tax return. "

    -Matthew D.

  • "Finally! A cure for Tax-time stress! Glen Ross met with us for about 1 hour and prepared our 2011 taxes while giving us important information about Federal Tax Law. Meeting Glen for the first time was great and sat down with him for an hour or so while he did our taxes."


© Ross & Company CPA, PLLC 2021,
5 Florence Ave, Smithtown, NY 11787

T: (631) 979-3141
F: (631) 979-3996

© Ross & Company CPA, PLLC 2021,
Mailing Address: 1000 Johnnie Dodds Blvd.
Suite 103-352, Mt. Pleasant, SC 29464
T: (631) 979-3141
F: (631) 979-3996

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