Weiss Advisory Group

Weiss Advisory Group is a tax and accounting firm in Mahopac, NY, serving individuals, small businesses, real estate investors, and trusts.

The firm’s work includes individual and business tax preparation, tax compliance, and planning support for clients who need organized records and year-round tax guidance.

Weiss Advisory Group is a tax and accounting firm in Mahopac, NY, serving individuals, small businesses, real estate investors, and trusts. The firm provides tax preparation, tax planning, bookkeeping, and related accounting support, with services available in person and remotely.

The firm’s work includes individual and business tax preparation, tax compliance, and planning support for clients who need organized records and year-round tax guidance. Its service information also notes experience with small business entities, real estate tax matters, estates and trusts, and bookkeeping workflows, including QuickBooks.

Areas of focus include retirement-focused tax planning, small business retirement plan design, pensions, deferred compensation, and equity compensation such as ISOs, NSOs, and RSUs. Weiss Advisory Group serves clients in Mahopac and nearby New York and Connecticut communities.