Bespoke financial stewardship for private families and discerning enterprises. From our office in Carmel, New York, LaPeruta & Associates has built a reputation on precision, discretion, and counsel that endures across generations.
We operate at the intersection of rigorous technical precision and sophisticated strategic foresight. Accounting is not merely a record of the past — it is the blueprint for your family's and business's future security.
LaPeruta & Associates serves a deliberately limited clientele to ensure each engagement receives the unhurried attention it deserves.
30+Years in Practice
100%Compliance Record
CPACertified, NYS
1:1Partner Attention
Services
Counsel, considered with care.
Each engagement begins with listening — and concludes with a strategy authored specifically for you.
Strategic Tax Counsel
Multi-year tax architecture for individuals, partnerships, and closely-held corporations — proactive mitigation grounded in current federal and New York State law.
Federal & NYS income tax preparation
Quarterly estimated tax planning
IRS & state representation and audit defense
Multi-state filings and residency strategy
Corporate Accounting
Audit, review, and compilation services for established enterprises seeking precision, transparency, and a steady fiscal hand from a true partner.
Monthly bookkeeping & general ledger oversight
Audit, review and compilation engagements
Payroll administration and 1099 reporting
Outsourced controller & fractional CFO support
Estate & Legacy Planning
Trust administration and estate accounting designed to preserve generational wealth with technical precision and quiet empathy.
Estate, gift and fiduciary tax returns
Trust accounting and ongoing administration
Succession planning for family enterprises
Coordination with attorneys and advisors
Private Client Advisory
Confidential, bespoke financial oversight for high-net-worth individuals who require a single, discreet point of trusted counsel.
Personal financial statement preparation
Cash-flow modeling and net-worth tracking
Charitable giving and foundation accounting
Year-round advisory on major transactions
Small Business & Startups
Pragmatic guidance for owner-operated businesses across Putnam County — from formation and chart of accounts to scaling and exit.
Entity selection (LLC, S-Corp, Partnership)
QuickBooks setup, training and clean-up
Sales tax registration and filings
Cash-flow forecasting and KPI dashboards
Tax Resolution & Planning
Discreet representation and forward-looking strategy for clients facing complex tax situations or significant life events.
Offers in compromise and installment agreements
Penalty abatement and lien resolution
Pre-transaction tax modeling
Retirement and Social Security tax strategy
Leadership
The principals of the practice.
Direct access to the partners who steward every engagement.
Our primary drop-off location in Jefferson Valley provides a private setting for measured financial discourse — close enough to New York City to serve its sophistication, far enough to offer the perspective it requires.
Primary Drop-Off Location
3505 Hill Blvd, Suite J Yorktown Heights, NY 10598
Carmel Office
26 Brett Rd Carmel, NY 10512
Direct Line
(845) 277-5504
Inquire Privately
A quiet conversation about your future.
For inquiries, referrals, and general correspondence. We respond personally to every message within one business day.