Weiss Advisory Group is a trusted community resource in Mahopac, NY, offering over 30 years of personalized tax and accounting services. Led by a team of experienced professionals, they provide comprehensive tax planning and preparation, business accounting, financial statement services, and assistance with estates and trusts.
Their team, including lead tax specialist Lisa A. Orro and founder Richard F. Weiss, CFP, CHFC, CPA, PFS, CEP, CLU, is dedicated to working closely with individuals and small businesses to address all areas of accounting and tax planning, ensuring clients receive expert guidance and personalized solutions.
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