Services

Practical support for complex financial questions.

A full range of tax, accounting, forensic, and advisory services—shaped around the needs of each client.

How we can help

Experience applied where it matters most.

Some needs are ongoing; others arise at a pivotal moment. Global begins by understanding the situation, then brings the right level of attention and experience to the work.

01

Tax preparation

Preparation and planning for individuals and businesses, with an emphasis on accuracy, timeliness, and understanding the decisions behind the numbers.

  • Individual tax returns
  • Corporate tax returns
  • Year-round tax planning
02

Compliance

Preparation and timely filing of tax returns and information documents across the obligations businesses and individuals manage throughout the year.

  • Corporate tax
  • Individual tax
  • Payroll filings
  • Sales tax
03

Trusts and estates

Tax and financial guidance coordinated with a client’s broader estate-planning needs and professional advisory team.

  • Asset-protection planning
  • Wills and trusts
  • Powers of attorney
  • Health care proxies
04

Forensic accounting

Clear financial analysis for disputes, investigations, valuations, and proceedings where the details need to withstand scrutiny.

  • Business valuation
  • Divorce proceedings
  • Shareholder disputes
  • Litigation support and expert testimony
  • Investigative accounting
05

Consulting

Practical accounting and tax perspective for important documents, transactions, and business decisions.

  • Financial and tax review of legal documents
  • Collaboration with attorneys during document preparation
06

CFO services

Experienced financial perspective for companies that need strategic support without adding a full-time executive role.

  • Day-to-day operational and management decisions
  • Pricing and profit-margin analysis
  • Expansion and capital-expenditure planning
  • Financial decision-making support
07

Audits and representation

Preparation, guidance, and representation for taxing authorities, compliance reviews, and financial statement engagements.

  • IRS audits and levies
  • New York State audits
  • Sales tax audits
  • Workers’ compensation and insurance audits
  • Financial statement compilations and reviews

Services are tailored to each engagement. Contact the firm to discuss your particular needs and determine the right next step.

Start a conversation

Put our experience to work for you.

Tell us what you are navigating, and we’ll help you understand the next step. Call the office to request a consultation.

(631) 694-5000
Phone & faxPhone: (631) 694-5000

Fax: (631) 396-1265

Secure client portal

Exchange documents through the firm’s secure portal.