Services for businesses, owners, and private clients

Accounting, tax, and advisory built around what you need next.

Get a finance function that keeps pace with the business, tax advice before decisions are final, and focused preparation when a lender, buyer, or external auditor raises the stakes.

Prefer to call about becoming a client? (631) 677-1344

Primary ongoing business relationship

Reliable accounting and year-round business tax, together.

Business Accounting & Tax combines recurring accounting operations, a dependable close, useful management reporting, Controller oversight, and coordinated business-tax planning. Targeted CFO Advisory can be added when forecasts, scenarios, or decision support would materially help management.

FoundationAccounting operations, close, reporting, and business tax
OversightController review and clearer financial accountability
As warrantedTargeted CFO Advisory for planning and decisions
Support layers and focused engagements

Add the capabilities the situation actually requires.

Client Accounting Services and Tax can support an ongoing relationship. Audit Readiness, Transaction Advisory, and Internal Audit are focused engagements tied to a defined deadline, transaction, or risk question.

For business needs

Start with what is changing.

When the right scope is not obvious, begin with the situation. Each path shows how several capabilities may work together.

How we work

Coordinated support. Clear professional accountability.

Established practice

The firm has served privately held businesses across Long Island and the New York metropolitan area since 2005.

Coordinated capabilities

When appropriate, we consider accounting, business tax, readiness, transaction, and internal-control needs together.

A scope built around the business

We define the work around the company’s priorities, timing, existing team, and other professional advisers.

Clear service boundaries

External audits remain separate.

John W. Halloran CPA, P.C. does not perform external financial-statement audits. Audit Readiness helps management prepare for an audit performed by a separate CPA firm. Controls and internal-audit work may be scoped as nonattest controls consulting or formal or co-sourced Internal Audit. Neither mode produces an external financial-statement audit, review, compilation, or other attest report.

Start a conversation

Tell us what is changing.

Share the business, ownership, or family tax context, your priorities, and timing. We’ll review the situation and discuss whether our services fit what you need.