JOE ADAMI CPA


Certified Public Accountant
jem jeo adami
jem jeo adami

I am Joe Adami

I specialize in both person and small-to- medium-sized business tax and accounting preparation across all 50 states.

Joe Adami, having started working in the office of a CPA while he was in college at The City University of New York: Baruch, has worked in the accounting field for over 60 years. What has helped build this long tenure is his personalized care and attention for each of his clients, from young families across the street, to small business and non-profits that touch our communities. Over his career, Joe has watched these young families grow, and now serves many families over three generations.
Joe has four children, five grandchildren, and one great-granddaughter. In his free time, he loves to bowl and target shoot.

Certified Public Accountant for 40+ years.

Experience as a Controller in corporate accounting for 23 years.

Friendly neighbor since birth.

SERVICES


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Personal Income taxes

As your company continues to grow, the amount of financial considerations that you have will certainly grow too. Working in different states and providing new services will need better bookkeeping and support. Most businesses start with an owner or manager keeping track of all your transactions, but at some point, it’s important to shift the responsibility to a professional that can accurately and efficiently manage your finances.

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Small Business taxes

If you are working on a small business, you may need special tax considerations regardless of if you are paying yourself of not. Your information must be accurately represented on your tax documents, otherwise it can cause years of headache and problems. It’s worth it to invest now and file things correctly. I have extensive experience working with small businesses to prepare for tax needs. I handle sales tax, payroll serving, and different corporation taxes and can provide numerous services in these areas.

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Self-Employment and Quarterly Taxes

Most self-employed individuals must file taxes quarterly, not just on April 15. If you are a freelancer or have a side business you may have to file quarterly. I can help translate any of your bookkeeping into the proper forms that the IRS needs, and make sure that you stay out of trouble. This is essential to avoid running afoul of the IRS.

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Tax Planning

For businesses and individuals, understanding your current tax situation is the key to managing your tax obligation. I urge all my clients to take advantage of my tax planning services so that they can work throughout the year to minimize their tax bill at the end. Being proactive about your expenses and budgeting can save hundreds of dollars in taxes that you didn't need to pay.

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Quarterly taxes

As your company continues to grow and mature, the scope and volume of your financial tasks are certainly going to be expanding as well. Your increasing need to manage your cash flow and stay on top of accounts receivable and payable also means that you’ll need additional bookkeeping support. In the earliest days of your business, you were likely able to handle your books on your own, or maybe with the help of a family member. But eventually the responsibility becomes too great to manage yourself. It becomes the more prudent choice to have a skilled professional work on these crucial functions.

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Payroll Servicing

As your company continues to grow and mature, the scope and volume of your financial tasks are certainly going to be expanding as well. Your increasing need to manage your cash flow and stay on top of accounts receivable and payable also means that you’ll need additional bookkeeping support. In the earliest days of your business, you were likely able to handle your books on your own, or maybe with the help of a family member. But eventually the responsibility becomes too great to manage yourself. It becomes the more prudent choice to have a skilled professional work on these crucial functions.

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Sales taxes

As your company continues to grow and mature, the scope and volume of your financial tasks are certainly going to be expanding as well. Your increasing need to manage your cash flow and stay on top of accounts receivable and payable also means that you’ll need additional bookkeeping support. In the earliest days of your business, you were likely able to handle your books on your own, or maybe with the help of a family member. But eventually the responsibility becomes too great to manage yourself. It becomes the more prudent choice to have a skilled professional work on these crucial functions.

RESOURCES


FINANCIAL CALCULATOR

A SET OF CALCULATORS TO HELP YOU UNDERSTAND YOUR FINACIAL POSITION AND GUIDE OUR CONVERSATION

This is a general calculator for many financial needs. While these numbers can give you a general idea of budgeting and tax concerns, these results are only just the beginning. Let me help you translate these numbers into actionable goals.

GET LINKS OF NYS DOS AND IRS SITES

IN DEPTH INFORMATION ABOUT TAX PREPARATION FROM THE INTERNAL REVENUE SERVICE AND NEW YORK STATE DEPARTMENT OF TAXATION AND FINANCE

Get general information on state and federal taxes from the source: download forms, check your refund status, and much more.

IMPORTANT DATES OF TAXES

STAY IN THE LOOP—YOU DON’T WANT TO MISS A DEADLINE!

The IRS and NYS DOTF are very strict about their deadlines. One small error in submitting your documents could put you in a good deal of trouble with Uncle Sam! Take a look at the upcoming dates using the button below.

recommended BOOKS


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QUICKBOOKS FOR DUMMIES
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MANAGERIAL ACCOUNTING
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FINACIAL ACCOUNTING

CLIENTS


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Automotive


  • Towing
  • Truck repair
  • Automotive parts sale/export
  • Racecar repair/parts
  • Limousine services
  • Trucking services
  • Vehicle leasing
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Construction


  • Boiler sales/service
  • Cabinet installation
  • Carpentry
  • Electrical
  • Environmental cleanup
  • Excavator
  • Fencing
  • General contractors
  • HVAC sales/service
  • Landscaping
  • Painting
  • Plumbing
  • Masonry
  • Restoration
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Other Businesses/Services


  • Architecture firm
  • Graphic arts
  • Horse stable
  • Imports
  • Insurance sales
  • Market research
  • Medical research
  • Office cleaning
  • HVAC sales/service
  • Photography studio
  • Video Services
  • Veterinarian
  • Wholesale food distributor
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Real Estate


  • Condominiums/associations
  • Cooperative housing corps
  • Real estate operation
  • Real estate brokerage
  • Real estate management
  • Real estate development
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Retail


  • Delicatessen
  • Laundromat
  • Stationary, gifts, novelties
  • Paint, wallpaper, decorating
  • Furniture sales
  • Office furniture sales/installation
  • Tavern/bar
  • Wine/liquor
  • Barbershop

BLOG


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GETTING TO KNOW JOE ADAMI, CPA

25th May 2017

Hello and welcome!

It’s a pleasure to have you here on my new website. I thought it might be appropriate to give you a little bit of a look into my personal and professional life so that you have an idea of what I can offer you, your family, and your business.

My journey to becoming the man and CPA I am today began when I entered the Army after graduating high school. I spent 3 years serving as a member of the Military Police immediately following the Korean War. It was there that I met many great friends and found one of my favorite hobbies, one that I’ve carried to this day: target shooting. Though I’m dating myself, I joined the Army Pistol Team in 1954, at the young age of 17. Our group was actually quite good; we won several competitions and were pretty well regarded in the competitive pistol target shooting arena. I enjoyed this so much that I continued to compete professionally until the age of 29, by that time life had gotten in the way, leaving me no time to pursue it further.

When I completed my three years in the Army, I realized that I had to get a job, but didn’t know what I wanted to do “when I grew up;” so off I went to New York University, which offered career aptitude tests to help guide people into careers that were best suited to their personality. After a quick test and a college application, I enrolled in the City University of New York: Baruch College for my degree in Accountancy. During that time, I worked in the office of a local CPA so that I could get my feet wet and better understand the business.

After graduation, and obtaining my CPA (Certified Public Accounting), I went to work as a Corporate Controller at several different firms, namely 11 years at Robert Martin Real Estate (later acquired by Mack-Cali), and 8 years at Business International Corporation. It was in the late 1980s that I decided to hang a shingle of my own and do small business and personal taxes here in the Yorktown, NY area, and I’ve been here ever since.

Over these 30 or so years, I’ve seen a lot change in many ways: the tax code has gotten longer and more complex, the community has changed tremendously, and the technology of today is nothing like the technology I started on (though I won’t let that stop me). A lot of people talk about how tiny computers have gotten, but few of us have ever used a computer from when they used to take up entire rooms. However, I have a distinct memory of the winter of 1991, when I spent two weeks in Florida during the middle of “tax season.” I remember carrying around an old Toshiba 3200, a monster of a “laptop” that was the size of a briefcase (and the weight of a briefcase with two dictionaries in it). In all its glory, the computer had a 40 mb hard-drive and a whopping 4 mb of RAM—pretty hi-tech, huh?

After having spent most of my life as an accountant, people often ask me what has kept me in the profession so long. Apart from NYU only giving me one option (my talents stop here), I’ve really cherished the people who I’ve met and relationships we have built together. It brings me a lot of joy to see a new client turn into an old friend over time and to help them through what is arguably the most taxing parts of life (pun intended).

I hope that this miniature autobiography has given you a good idea of who I am. I hope that you and I can chat about your journey, too, and see how I can help with the next step.


Thanks for stopping by,

Joe

If there are any topics you think we should write about, or maybe something you want to learn a little more about, please share it with me below!

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CONTACT ME


ADDRESS

55 Somerston Rd, Yorktown Heights, NY 10598, USA

PHONE NO.

(914) 962-2352
FAX: (914) 245-0837

EMAIL

joeadamicpa@gmail.com