Profile
Jay Meyer CPA, CFP
ListedCPA and CFP Tax Professional Serving Individuals and Small Businesses
About
About
Jay Meyer CPA, CFP is a New York accounting firm serving individuals and small businesses with tax and accounting support.
For small business clients, the source materials describe help with year-end bookkeeping, Schedule C preparation, and setting up a simpler bookkeeping system for the following year.
Jay Meyer CPA, CFP is a New York accounting firm serving individuals and small businesses with tax and accounting support. The firm’s listed services include tax preparation, tax planning, bookkeeping services, and new business formation, with additional support for personal financial planning, estate planning, payroll, and part-time CFO services.
For small business clients, the source materials describe help with year-end bookkeeping, Schedule C preparation, and setting up a simpler bookkeeping system for the following year. The firm also lists QuickBooks support, including setup and training, alongside business services such as small business accounting and payroll.
Based in Lake Success, NY, Jay Meyer CPA, CFP works with clients in person and presents its services as a full-service accounting practice for business owners, executives, independent professionals, and individual taxpayers.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| New business formation | In-person | ||
| Bookkeeping services | In-person | ||
| Tax services | In-person | ||
Client types
Client types
Software tools
Software tools
Service areas
Service areas
Languages
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