facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog external search


Over 30 years as a trusted community resource emphasizing personalized service.



CALL: (845) 621-5900 

704 Route 6, Mahopac, NY 10541


Loading Posts...

View All


  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)


Keith D. Weiss, CFP®, MBA Photo

Keith D. Weiss, CFP®, MBA

Managing Member
Read Bio

Keith D. Weiss, CFP®, MBA

Managing Member

I consult with Individuals & Small Business owners to navigate the complex areas of tax law.

I am an Advisor that provides honest & transparent solutions. As a CFP, I have a fiduciary responsibility to my clients; a responsibility that I wear as a badge of honor.  Finding solutions that are in the best interest of my clients is paramount.

What makes me Different

I am passionate about educating & empowering my clients. My career began as an Educator, an experience that has helped me refine my skill of simplifying complex concepts. Knowledge is a key to empowerment; educating oneself is the process.

My work fills me with joy. I love helping my clients reach their goals, understand something they didn't before, solve their financial problems & inquiries, assist them through their tough times, and be a trusted advisor for them. I love working with my team at Weiss Group; I look forward to Monday's and feel sad on Friday's.

Working with people that have deep passion for their work is rare. This is a family office with an informal vibe. We offer smart solutions without the pomp & circumstance. We pride ourselves on education & empowerment. That is what you get with me & Weiss Group...


  • Investment Management
  • Qualified Retirement Plans
  • Retirement Planning
  • College Education Planning
  • Retirement Income Investing
  • Help with 401(k) & 403(b) Plans
  • Budgeting
  • IRAs
  • Dealing with Stock Options
Lisa A. Orro Photo

Lisa A. Orro

Member, Director of Tax Services
Read Bio

Lisa A. Orro

Member, Director of Tax Services

Lisa has been with the Weiss Advisory Group since 2006, and is our lead tax specialist. She began her accounting career as a staff accountant for Avon Products, Inc. She then moved into the public accounting sector, and prior to joining our firm, worked for two local CPA firms, both based in Westchester County.

Lisa holds a Bachelor’s Degree in Accounting from Pace University. She has over twenty years of experience, working closely with individuals and small businesses to deal with all areas of accounting and tax planning. Lisa is also a public notary and currently working on becoming an enrolled agent.

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

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

Read Bio

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


Katherine Bicari Photo

Katherine Bicari

Office Manager
Read Bio

Katherine Bicari

Office Manager

Katherine has been with the Weiss Advisory Group since 2005. She is an integral part of Weiss Advisory Group’s daily functions. Without her our offices would be chaos, especially during tax season. Katherine is front and center and always welcoming with a warm smile.