About Us

Who We Are

Heartfelt CFO and Tax Services is a full service bookkeeping and accounting firm specializing in small to large businesses, real estate developments and a multitude of forensic accounting services for law firms. We provide accounting and bookkeeping services to New York City’s five boroughs as well as both Nassau and Suffolk County. Our Services include business accounting, real estate accounting and bookkeeping, forensic financial auditing and payroll services.

Our History

Heartfelt CFO and Tax Services was developed in 2002 and was geared towards small businesses that needed bookkeeping assistance. Since the beginning, our firm has grown from servicing small and mid-sized companies to representing corporations, real estate developers and law firms for forensic accounting.

Diversity

One of the qualities that sets Heartfelt CFO and Tax Services apart from the rest is our dedication to our clients’ diverse needs. Whether in our office or yours, Margo’s is proud to offer remote services. Remote bookkeeping is a convenient and cost effective method of organizing books for our clients that do not require an on-site bookkeeper. Heartfelt CFO and Tax Services can also create custom payroll and bookkeeping services to better fit the needs of your company.

An Experienced and Dedicated Staff

Managing your business’ bookkeeping, accounting, and payroll needs can be stressful. Our staff is devoted to “holding your hand” through the process, offering you peace of mind and professionalism. Our qualified staff all have either an accounting or business degree and are QuickBooks trained and certified. For over fifteen years, our staff has proven its dedication to our diverse clientele. Our experience speaks for itself and our staff provides the ultimate client satisfaction.

We at Heartfelt CFO and Tax Services take the utmost pride in our reliable and dedicated team. We are delighted that you are interested in our services. Please browse through our website to learn more about us.