Our team
The people who will actually be doing the work
Three CPAs, an Enrolled Agent who spent fourteen years inside the IRS, and the person who runs payroll for a hundred and forty Queens businesses.
✓ Named accountant on every file✓ CPA review on everything✓ Seven languages across the office
Daniel R. Moreno, CPA
Managing Partner
CPA (NY) · 22 years
Founded the practice on Roosevelt Avenue in 2004 after eight years in the tax department of a mid-size Manhattan firm. Leads the business tax and advisory side, and still personally reviews every corporate and partnership return the office files. Grew up six blocks from the office and has watched three generations of some client families come through the door.
- S corporations and partnerships
- Entity structure
- Business sales and succession
English, Spanish
Grace A. Santos, CPA
Partner — Assurance and Client Accounting
CPA (NY) · 17 years
Runs the client accounting and financial statement practice. Came from a national firm's assurance group and brought the discipline with her — the monthly close calendar every accounting client works to is hers. The person to talk to when a lender, landlord or bonding company has asked for something and nobody is sure what it means.
- Compilations and reviews
- Monthly close and reporting
- Lender and bonding requests
English, Tagalog
Aisha Rahman, CPA, MST
Senior Tax Manager
CPA (NY) · MST · 12 years
Handles the individual returns that are not simple: equity compensation, multi-state and part-year allocation, foreign income and the reporting that goes with it. Holds a Master of Science in Taxation and is the office's authority on treaty positions and on New York residency, which is more contested and more expensive than most people realise.
- Foreign income, FBAR and FATCA
- Equity compensation
- New York residency
English, Bengali, Hindi
Kevin O'Neill, EA
Director of Tax Controversy
Enrolled Agent · 26 years
Spent fourteen years with the Internal Revenue Service before crossing over, and handles the audits, notices, unfiled years and collection matters. Knows what an examiner is actually required to accept, which shortens most of these engagements considerably. The calmest person in the building when a certified letter arrives.
- Audits and appeals
- Collection alternatives
- Penalty abatement
English
Priya Shrestha
Manager — Payroll and Bookkeeping
QuickBooks ProAdvisor · 9 years
Runs payroll and bookkeeping for roughly a hundred and forty businesses across Queens, which means catching the deposit-schedule changes and the classification problems before they become notices. Does most of the QuickBooks setup and training, and has repaired more badly migrated files than anyone would like to count.
- Payroll compliance
- QuickBooks setup and cleanup
- Catch-up bookkeeping
English, Nepali, Hindi
Why it matters who
You will meet the person reviewing your return
At a larger firm your file moves between whoever is available. Here it does not. You get a named accountant and a named reviewing CPA, you meet both, and when you call in September the person who picks up already knows your situation.
It is also why we do not grow past this size. Five people can genuinely hold four hundred clients in their heads. Fifteen cannot, and the firm becomes something else.
Languages
Explain it in the language you think in
Woodside is one of the most linguistically diverse places in the country and a tax conversation is hard enough in your first language. Tell us which you would prefer when you call and we will schedule you with the right person.
EnglishSpanishTagalogNepaliBengaliKoreanMandarin
The first conversation is free
Talk to a CPA before you decide anything
Twenty minutes on the phone or across a desk on Roosevelt Avenue. Bring last year's return if you have one — most of what we need in order to quote you is already in it.