Tax services
Tax preparation and ongoing planning for individuals and businesses.
A Bronx accounting and financial advising firm. DiLeo Business Services provides tax preparation and planning for individuals, corporations, and partnerships, along with audit representation. Its financial reporting includes monthly income and expense reports. Cash management services cover bill payment, cash flow reports, and creditor plans. The firm also reviews clients' finances, develops financial plans and budgets, and advises on contract negotiations. It facilitates insurance planning with brokers and assists with estate and gift planning. Investment and retirement planning support is provided through input for clients' investment advisors. Founder Leonard DiLeo is a CPA and IRS Enrolled Agent, and previously worked as an IRS revenue agent responsible for individual, corporate, and partnership tax audits.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Tax preparation and ongoing planning for individuals and businesses.
Representation for tax audits.
Financial reviews, budgeting, and planning for future needs.
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