Our accounting firm was established to provide efficient, expert solutions
to businesses and individuals. We are successor firm to MZ Ottenstein with
80 years experience. Our primary services include accounting, and taxation.
We also offer a host of specialty services to cater to the unique needs of
our clients. Our staff accountants serve a wide range of individuals, financial planning trusts, estates, and charitable funds and are experts in the accounting issues and tax laws that impact our clients. We offer the benefits of years of experience gained from previous positions. We are an equal opportunity employer and are members in good standing of multiple professional organizations.
We have relationships with financial firms for capabilities including retirement plans, investments, college savings, insurance, lines of credit and mortgages. In many circumstances, our clients can obtain a second opinion on financial matters to give them peace of mind.
The firm is dedicated to serving all of your accounting, tax, and financial services needs. Our continuing mission is to serve you by providing the highest level of expertise and professionalism possible.
Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Jeffrey Segall is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of New York's business community for years, and pride ourselves on the level of esteem we have earned.
Our dedication to hard work has earned the respect of the business and financial community in and around New York. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Jeffrey Segall receive competent and timely advice.
Jeffrey Segall is a CPA and Certified Financial Planner with 30 years of experience. He Specializes in financial, tax planning and preparation for individuals, trusts, estates, and charitable funds.
He has a Bachelors in Accounting and a Masters in Accounting and Finance from the State University of New York at Binghamton.
He has served on the NYS Society of CPAs Committees on Taxation of Individuals, Sports and Entertainment accounting. He has been published in the CPA Journal.
He is a certified QuickBooks Pro-Advisor.
Norris has over 30 years of experience in financial accounting. He performed
duties as a Financial Controller, Accounting Manager and Internal Auditor for various
medium and large size companies in Jamaica. He worked as an Associate for
Certified Public Accounting firms for Over 15 years.
Presently he is an associate of Jeffrey Segall, CPA since January of 2007 to present, and a Senior Tax associate at H&R Block from 2006 to the present.
Norris is a well-rounded person in the accounting profession and can provide services in Tax Consultation, Financial Accounting, and Internal Controls for small companies, as well as advise and set up accounting software for small business.
Norris has a BSC in Accounting from the University of Technology in Jamaica. He is a fellow member of the Association of Accounting Technicians in England and a Certified QuickBooks Pro-Advisor.