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TAX & ACCOUNTING SERVICES

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


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CALL: (845) 621-5900 

704 Route 6, Mahopac, NY 10541

Tax Preparation & Advisory Services

Weiss Advisory Group

Weiss Advisory Group, located in Mahopac NY, provides professional tax preparation, tax planning, and bookkeeping services for individuals, real estate investors, small businesses, and trusts.

Our firm serves clients throughout Mahopac, Carmel, Brewster, Yorktown Heights, Somers, North Salem, South Salem, Katonah, Putnam Valley, and Danbury, CT, offering thoughtful guidance designed to help clients remain compliant while making informed financial decisions.

Whether you need help filing an annual return, organizing your business finances, or planning for a real estate transaction, our goal is to provide clear and reliable support throughout the year.

OUR SERVICES


Individual Tax Preparation & Planning

We prepare individual tax returns with an emphasis on accuracy, organization, and long-term planning.

Our process goes beyond basic tax filing by helping clients understand how their financial decisions impact taxes throughout the year.

Services include:

  • Federal and state income tax preparation
  • Tax planning strategies for high-income households
  • Guidance on retirement income and tax efficiency
  • Coordination with financial advisors and attorneys when needed

We work with individuals and families throughout Mahopac, Carmel, Brewster, Putnam Valley, Somers, Yorktown Heights, and Danbury CT, who want a thoughtful approach to tax preparation.

Small Business Tax Preparation & Planning

Small business owners often face unique tax challenges related to entity structure, deductions, and compliance.

Our firm works with entrepreneurs and business owners to help maintain organized records while identifying tax-efficient strategies.

Services include:

  • S-Corporation, Partnership, and LLC tax preparation
  • Entity structure planning
  • Deduction and expense analysis
  • Estimated tax planning
  • Coordination with bookkeeping systems

We support small businesses across Mahopac, Somers, Carmel, Katonah, Putnam Valley, Yorktown Heights, North Salem, and Danbury CT.

Bookkeeping Services

Reliable bookkeeping helps business owners stay organized, maintain clean financial records, and prepare for tax reporting.

Our bookkeeping services are designed to support both small businesses and real estate investors.

Bookkeeping for Small Businesses

  • Transaction recording and reconciliation
  • Financial statement preparation
  • Tax-ready reporting
  • Ongoing financial organization

Bookkeeping for Real Estate Businesses

  • Property-level income and expense tracking
  • Cash flow visibility
  • Entity-level reporting for multiple properties
  • Year-end tax readiness

Trust & Estate Tax Returns

Trusts and estates require careful handling due to the complexity of fiduciary tax rules and reporting requirements.

We assist trustees, executors, and families with the preparation of required filings while coordinating with attorneys and financial advisors when needed.

Services include:

  • Fiduciary income tax returns (Form 1041)
  • Estate tax reporting• Beneficiary distribution tracking
  • Gift tax return preparation (Form 709)

These services are frequently requested by families across Westchester County, Putnam County, and Fairfield County.

Real Estate Tax Preparation & Planning

Real estate investors often face complex tax situations involving depreciation, entity structures, property sales, and passive activity rules.

We provide specialized tax preparation and planning for real estate owners, including those with multiple properties or ownership entities.

Services include:

  • Rental property tax reporting
  • Depreciation and cost basis tracking
  • Multi-entity real estate structures
  • Passive activity loss planning
  • Coordination with property managers and bookkeepers

We frequently assist real estate investors in Putnam County, Westchester County, and Danbury, Connecticut.

1031 Exchange & Real Estate Transaction Guidance

Real estate transactions can create significant tax consequences if not planned properly.

We help property owners understand the tax implications of sales, acquisitions, and exchanges.

Services include:

  • Tax planning for property sales
  • Capital gain analysis
  • Section 1031 exchange guidance
  • Coordination with qualified intermediaries

These services are commonly used by real estate owners in Putnam Valley, Brewster, Carmel, and Danbury CT.

AREAS WE SERVE


Tax Preparation Services in Mahopac NY

Reliable Tax Preparation & Planning for Individuals and Businesses

Weiss Advisory Group provides professional tax preparation and tax planning services in Mahopac, NY, helping individuals, families, and business owners navigate tax reporting with clarity and confidence.

Our firm focuses on thoughtful preparation and proactive planning designed to help clients remain compliant while making informed financial decisions throughout the year.

We proudly serve clients throughout Mahopac, Carmel, Brewster, Yorktown Heights, Somers, Putnam Valley, Katonah, North Salem, South Salem, and Danbury CT.

Individual Tax Preparation

Preparing an individual tax return requires careful attention to detail, particularly when income sources include investments, retirement accounts, real estate, or business ownership.

Our individual tax services include:

  • Federal and state income tax return preparation
  • Coordination with investment and retirement income reporting
  • Identification of available deductions and credits
  • Tax planning considerations for future years
  • Support responding to IRS or state notices

Our goal is not only to prepare an accurate tax return, but also to help clients better understand how financial decisions impact taxes over time.

Small Business Tax Preparation

Small business owners often face additional complexity when it comes to tax filing and planning.

We assist business owners with:

  • S-Corporation and LLC tax preparation
  • Partnership tax filings
  • Estimated tax planning
  • Deduction analysis
  • Coordination with bookkeeping systems

Our approach helps ensure that businesses maintain organized records while identifying opportunities for improved tax efficiency.

Real Estate Tax Preparation

Real estate ownership can introduce unique tax considerations including depreciation, rental income reporting, and entity structures.

We assist real estate owners with:

  • Rental property tax reporting
  • Depreciation tracking
  • Multi-property entity structures
  • Passive activity considerations
  • Coordination with bookkeeping and property management records

Many of our clients throughout Putnam County and Westchester County rely on our firm for guidance related to real estate tax reporting.

Trust & Estate Tax Returns

Trusts and estates often require specialized tax reporting that must be handled carefully.

Our firm assists with:

  • Fiduciary income tax returns (Form 1041)
  • Estate tax reporting
  • Beneficiary distribution tracking
  • Gift tax return preparation

We work closely with trustees, executors, and estate planning professionals to ensure accurate reporting.

Why Clients in Mahopac Work With Weiss Advisory Group

Clients often seek a tax professional who takes the time to understand their broader financial picture.

Our approach emphasizes:

  • Clear communication
  • Organized and reliable processes
  • Thoughtful tax planning considerations
  • Coordination with financial advisors and attorneys when appropriate

We aim to provide a professional and dependable experience throughout the year.

Small Business Accountant in Mahopac NY

Accounting & Tax Services for Small Businesses

Running a small business requires careful financial organization and thoughtful tax planning. Weiss Advisory Group provides accounting, bookkeeping, and tax preparation services for small businesses in Mahopac and surrounding communities.

Our services are designed to help business owners maintain organized records, understand their financial position, and remain compliant with tax reporting requirements.

We support businesses throughout Mahopac, Carmel, Brewster, Somers, Yorktown Heights, Katonah, and Putnam Valley.

Small Business Tax Preparation

Business tax filings can vary significantly depending on entity structure and operations.

We assist with tax preparation for:

  • S-Corporations
  • Partnerships
  •  Limited Liability Companies (LLCs)
  • Sole proprietorships

Our firm helps business owners understand filing requirements while ensuring returns are prepared carefully and accurately.

Entity Structure Guidance

Choosing the appropriate business entity can influence taxation, reporting requirements, and long-term planning considerations.

We help business owners understand the tax implications of different entity structures including:

  • LLC taxation
  • S-Corporation elections
  • Partnership structures
  • Sole proprietorship considerations

While each situation is unique, thoughtful planning can help avoid unnecessary complexity in the future.

Bookkeeping Services

Reliable bookkeeping allows business owners to maintain clean financial records and gain clarity into the financial health of their business.

Our bookkeeping services include:

  • Transaction recording and categorization
  • Monthly reconciliation of accounts
  • Financial statement preparation
  • Organized reporting for tax preparation

Maintaining accurate records throughout the year helps ensure tax reporting is efficient and accurate.

Supporting Small Businesses Across Putnam & Westchester County

We regularly work with small businesses located in:

  • Mahopac
  • Carmel
  • Brewster
  • Somers
  • Yorktown Heights
  • Katonah
  • Putnam Valley

Our goal is to provide reliable accounting and tax support that allows business owners to focus on running their business.

Real Estate Tax Accountant | Putnam County NY

Tax Preparation & Planning for Real Estate Owners

Real estate investors often face unique tax considerations related to rental income, depreciation, entity structures, and property transactions.

Weiss Advisory Group provides tax preparation and tax planning services for real estate owners and investors throughout Putnam County, Westchester County, and Danbury CT.

Our goal is to help property owners maintain organized reporting while understanding the tax implications of their investment decisions.

Rental Property Tax Preparation

Rental property ownership requires careful tracking of income, expenses, and depreciation.

We assist property owners with:

  • Rental income reporting
  • Expense tracking and categorization
  • Depreciation schedules
  • Multi-property reporting

Accurate recordkeeping is essential for ensuring tax filings are completed properly.

Multi-Entity Real Estate Structures

Many real estate investors hold properties through multiple entities.

We assist with tax reporting related to:

  • LLC structures
  • Partnerships
  • Property holding entities
  • Coordination with bookkeeping systems

Understanding how different entities interact can help simplify tax reporting and improve organization.

1031 Exchange Reporting & Guidance

Section 1031 exchanges allow certain real estate investors to defer capital gains taxes when exchanging qualifying properties.

We assist clients with understanding:

  • Basic 1031 exchange rules
  • Reporting requirements
  • Documentation coordination with qualified intermediaries
  • Tax reporting for completed exchanges

These transactions often involve multiple professionals, and we help ensure tax reporting is handled properly.

Planning for Property Sales & Acquisitions

Selling or purchasing investment property can have significant tax implications.

Our firm helps property owners understand considerations related to:

  • Capital gains taxation
  • Depreciation recapture
  • Timing of transactions
  • Entity structure considerations

Thoughtful planning can help property owners make more informed decisions when evaluating transactions.

Serving Real Estate Investors Across the Region

We work with property owners and real estate investors located in:

  • Mahopac
  • Carmel
  • Brewster
  • Putnam Valley
  • Somers
  • Yorktown Heights
  • Danbury CT

Our services are designed to support both individual property owners and investors managing multiple properties.

Schedule a Conversation

If you are looking for a tax preparer, bookkeeping service, or tax planning advisor in Mahopac or the surrounding area, we would be happy to learn more about your situation.

Schedule a Conversation


OUR TEAM

Lisa A. Orro Photo

Lisa A. Orro

Accountant
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Lisa A. Orro

Member, Director of Tax Services

Lisa serves as Tax Team Leader for Weiss Advisory Group, where she has been a valued member of the firm for more than a decade. She brings over twenty years of experience in tax and accounting, working closely with individuals and small business owners to provide thoughtful, detail-oriented guidance.

Lisa began her career as a staff accountant at Avon Products, Inc., gaining valuable experience in corporate accounting before transitioning into public accounting. Prior to joining Weiss Advisory Group, she worked with two local CPA firms based in Westchester County, where she further developed her expertise in tax compliance, planning, and small business accounting.

She holds a Bachelor’s Degree in Accounting from Pace University and is known for her practical, client-focused approach. Lisa works across all areas of accounting and tax planning, helping clients stay organized, compliant, and confident in their financial decisions.

In addition to her professional experience, Lisa is a licensed public notary and is currently pursuing her Enrolled Agent (EA) designation to further expand her ability to represent and support clients before the IRS.

Areas of Focus

  • Small Business Accounting & Tax Planning
    • (including contractors in the trades such as HVAC, plumbing, landscaping, and electrical services)
  • Real Estate Business Owners
    • (rental property owners, multi-entity structures, and cash flow–driven planning)
  • Medical Professionals
    • (including physicians, dentists, and therapists)
  • Legal Professionals
    • (solo practitioners and small law firms)
  • Fiduciary & Wealth Transfer Tax Filings
    • (trust income tax returns, estate tax returns, and gift tax returns)
  • Tax Compliance, Planning, and Ongoing Advisory Support
Richard F. Weiss, CFP®, CHFC®, CPA, PFS®, CEP®, CLU® Photo

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

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

Founder

Richard brings more than four decades of experience in public accounting and financial services, providing clients and colleagues with seasoned perspective and trusted judgment. He is the founder of Weiss Advisory Group and continues to serve the firm as a senior consultant, offering strategic insight shaped by decades of client work and professional leadership.

Beyond his role at Weiss Advisory Group, Richard is actively engaged in the community. He served on the Board of Directors of PCSB Bank and Putnam County Housing Corporation, and Putnam County Development Corporation, reflecting his longstanding commitment to local economic stability and community development.

Richard holds a Bachelor of Business Administration in Accounting from the City University of New York. Over the course of his career, he has advised individuals, families, and business owners across a wide range of financial and tax matters, earning a reputation for thoughtful planning, technical expertise, and steady guidance.

His professional credentials include CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), Personal Financial Specialist (PFS®), Chartered Life Underwriter® (CLU®), Certified Estate Planner® (CEP®), and Certified Public Accountant (CPA)—a combination that reflects both depth and breadth across tax, financial planning, and advisory disciplines.

Keith D. Weiss, CFP® Photo Keith D. Weiss, CFP® Hover Photo

Keith D. Weiss, CFP®

Managing Member
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Keith D. Weiss, CFP®, MBA

Managing Member

Keith has been with Weiss Advisory Group for more than two decades, working closely with individuals and small business owners to help them navigate the U.S. tax code with clarity and confidence.

He specializes in tax planning and tax minimization strategies, focusing on legal and ethical methods that help clients reduce unnecessary tax exposure while staying compliant. Keith works with entrepreneurs and small business owners to address entity structure, retirement plans, and long-term tax efficiency.

In addition, Keith advises corporate and public-sector employees—including professionals at companies such as Regeneron, Pepsi, Amazon, Google, Mastercard, IBM, and Con Edison, as well as public service professionals (i.e. teachers, police officers, and firefighters)—on the tax implications of employer-sponsored benefits. His work includes guidance around retirement plans, pensions, and equity compensation, helping clients make informed decisions within an often complex benefits landscape.

Areas of Focus

  • Qualified Retirement Plans (401(k), SEP-IRA, SIMPLE-IRA)
  • Small Business Retirement Plan Design & Implementation
    • (including plan selection, contribution strategies, and tax-efficient structures)
  • Equity Compensation (ISOs, NSOs, RSUs)
  • Pensions and Deferred Compensation
  • Retirement-Focused Tax Planning