Our Services

  1. Individual tax return preparation and planning
  2. Corporate tax return preparation and planning
  3. Franchise tax return preparation and planning
  4. Tax audit and examination representation

  1. Bookkeeping – recording of cash receipts and disbursements
  2. Payroll Processing (may be provided by a related 3rd party)
  3. General Ledger Account reconciliations
  4. Basic Quickbooks training
  5. Sales tax return preparation
  6. Payroll tax return preparation
  7. Assistance with audits of various tax returns, financial statements, and various insurance policies

  1. Financial statement preparation for businesses
  2. Personal financial statement preparation
  3. Financial statement compilation services
  4. Reviews of financial statements

  1. Gift tax return preparation
  2. Estate tax return preparation
  3. Trust tax return preparation
  4. Assistance and oversight of the creation of wills and trusts and related assistance in estate administration and filings with appropriate courts and regulatory authorities (legal services provided by 3rd party)

Using the latest technology, Weiss Financial Group specializes in helping family focused professionals, mid-career or nearing retirement, simplify their finances and design an action plan to optimize their money so they can build their best financial life. Visit www.weiss-financial.com for more information.

Our Team

Serving our community for over 30 years as a trusted resource, our firm has served with an emphasis on personalized service.

Keith D. Weiss, CFP®, MBA

Managing Member

Lisa A. Orro

Member, Director of Tax Services

Steven A. Stern, CPA, CGMA

Member, Director of Accounting

Richard F. Weiss, CFP®, CHFC®, CPA, PFS®, CEP®, CLU®


Katherine Bicari

Office Manager

Scott G. Weiss, CFP®




704 Route 6
Mahopac, NY 10541


(845) 621-5900


(845) 621-5966