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Gary Carbo

schedule a free consultation

I am a “me” not a “we.” I am the one with whom you meet initially, and every time thereafter.

credentials

contact

+1(718) 263-4228
Gary@GaryTAX.com

108-22 72nd Avenue

Suite 1A

Forest Hills NY 11375

bio

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I earned a BS in Accounting at the State University of New York at Binghamton and studied for an MBA at Adelphi University. I passed the Certified Public Accountant examination at my first sitting. I began my accounting career as a Certified Public Accountant with Grant Thornton, a major, international firm. I first gained my business acumen in its Middle Markets Department which specializes in tax preparation for, and audits of, small- to mid-sized, privately-owned companies. I was recruited by one of my clients to become its Chief Financial Officer at the age of 27. I controlled and closely supervised the financial, data processing and administrative activities of that $160M import/export corporation. During my stewardship, I accelerated a four-fold growth in the corporation’s sales volume by conceiving and implementing a fully computerized management system that integrated and streamlined all of its activities. Throughout the early stages of my career, I always maintained a small individual and business practice. I enjoyed the one-on-one contact with my clients and the immediate satisfaction of assisting them with their financial, tax and computerization needs. As time passed, I discovered that private practice was my passion, and finally became my own boss. I am a Certified Public Accountant, a Certified Advanced QuickBooks ProAdvisor and a member of the American Institute of Certified Public Accountants and the New York State Society of New York Public Accountants.

education

State University of New York at Binghamton

Bachelor of Accounting

experience

Grant Thornton

NYC, NY

business info

Gary B Carbo ,CPA

I offer proactive assistance throughout the year.

gaytax.com

My practice assists in the growth and productivity of closely-held companies through “hands on” consulting services in the areas of taxation, business development and planning, management systems, finance, and implementing and upgrading computer systems and automation. I offer expert accounting services and financial advice in the areas of:  Tax planning and tax return preparation.  Internal Revenue Service and state taxing authority audits, including direct representation before the taxing authorities.  Financial planning, internal controls, cash flow analysis and budgeting.  Business expansion.  QuickBooks installation and training (on- and off-site).  Bookkeeping techniques and efficiency.  Bookkeeper training.  Business entity planning and formation.  Sales and Use tax.  Payroll and MTA tax.  Self-employment tax, from your perspective as both an employer and the employed.  Any other required tax filings.

travel

I travel to my clients
My clients travel to me
I meet with clients over the phone or internet

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation
Individual & joint filing audit defense
Partnership or corporation audit defense

Accounting Services

Preparation of financial statements
Bookkeeping services
Payroll processing services

Financial Services

Stocks or bond investments
Real estate investments
Hedge funds
Private equity
Tax & estate planning
Retirement planning
Annuities
Insurance investments

fee structure

Hourly fees
Fee-based investments
Commission-based investments

Typical Client Assets

Up to $100K
$100K to 500K
$500K or over


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