Name: Woodside CPA Services
Address: 60-15 Roosevelt Avenue, Suite 3B, Woodside, NY, 11377, US
Telephone: 000-000-0000
Price range: $$

How we got here

Started because the alternative was worse

Daniel Moreno spent eight years in the tax department of a mid-size Manhattan firm before opening this one in 2004. The work was good. What was not good was watching small clients get handed to whoever was free that week, quoted in six-minute increments, and left unable to ask a question without generating an invoice.

So the firm was built the other way round. Five people, a named accountant on every file, fixed fees, and a rule that answering for our own work is not a billable event. It has stayed that size on purpose. We turn work away in March rather than take on files we cannot review properly.

Two decades on, we file for the children of clients we started with, and for a few businesses that have changed hands twice and kept us through both.

A client meeting at Woodside CPA Services in Woodside, Queens

How we work

Four commitments, and we would rather lose work than break them

A licensed CPA signs your return

Not a seasonal preparer hired in January. The person who reviews your file in April is the same person who answers the phone in September.

Fixed fees, quoted before we start

You approve a written engagement letter with the fee on it. We do not start the clock on a meter and hand you a surprise.

Seven languages across the desk

English, Spanish, Tagalog, Nepali, Bengali, Korean and Mandarin. Woodside is not a one-language neighborhood and neither are we.

You get an answer, not a ticket number

Calls are returned the same business day. During filing season we answer the phone on Saturdays too.

Where we draw the line

Things this firm will not do

Worth saying out loud, because in this profession the omissions matter as much as the service list.

We do not sell financial products
No securities licence, no insurance licence, no referral fees from anyone. When we advise on a retirement account there is nothing riding on the answer, which is exactly why the advice is worth having.
We do not promise a refund before we have seen your documents
Anyone who quotes you a refund figure over the phone is either guessing or preparing to take a position they cannot defend. Both end the same way.
We do not take aggressive positions to win a client
There is a line between planning and hoping, and the difference shows up three years later in a letter. If a deduction is not defensible we will tell you so, and we would rather you go elsewhere than sign something we would not.
We do not disappear on April 16
The seasonal storefronts close. We do not. Roughly half our work happens between May and December, which is also when the work that actually changes your tax bill gets done.
We do not offshore your file
Your documents stay in this office, handled by the people whose photographs are on this website.

The people

Five people, and you will know which one has your file

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

Meet the whole team

The office

Third floor, Roosevelt Avenue

A brass banker's lamp on the partner's desk — Woodside CPA Services — A brass banker's lamp on the partner's desk

The waiting room on the third floor — Woodside CPA Services — The waiting room on the third floor

Morning light in the corner office — Woodside CPA Services — Morning light in the corner office

The conference room, where most reviews happen — Woodside CPA Services — The conference room, where most reviews happen

The reference shelf — Woodside CPA Services — The reference shelf

A desk during filing season — Woodside CPA Services — A desk during filing season

Coffee before the first appointment — Woodside CPA Services — Coffee before the first appointment

The Roosevelt Avenue entrance — Woodside CPA Services — The Roosevelt Avenue entrance

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.

Book a consultation Call 000-000-0000

A neighborhood CPA firm that stayed one