Many have chosen David Valvik, CPA, PLLC as their partner. We combine our experience and expertise in traditional financial management with the latest developments in accounting, technology, tax law, and management consulting.
We look forward to learning more about how we can help you:
Tax, accounting and advisory work for individuals and privately held businesses, delivered by one CPA who knows your file.
Comprehensive Federal, New York State, and multi-state tax returns for individuals, partnerships, LLCs, and corporations. Proactive planning designed to legally minimize liabilities.
Strategic financial consulting that goes beyond compliance. We interpret your balance sheet, optimize margins, and assist with major growth milestones and entity formations.
Accurate, timely books mean confident business decisions. We handle monthly write-ups, general ledger cleanup, payroll tax filings, and QuickBooks workflow optimization.
Independent financial statement preparation required by lenders and investors, plus aggressive CPA representation when returns are questioned by the IRS or New York State.
“We combine our experience and expertise in traditional financial management with the latest developments in accounting, technology, tax law, and management consulting.”David Valvik — CPA, CGMA
Returns, plans, books, and the decisions in between — choose the path that fits what you need this year.
Tax preparation and planning, financial planning, and representation when a return is questioned.
Accounting, payroll, tax strategy, and transaction support for businesses at every stage.
The three commitments behind every return we prepare and every set of books we close.
There is no room for error. Your success depends on our ability to provide accurate work. We will help you run your business efficiently with organized records and reports. Your tax work will be prepared accurately and timely.
With tax laws constantly changing you need a CPA firm that can successfully guide you to informed decisions. David Valvik, CPA, PLLC is committed to keeping up with all the latest changes to ensure you comply and prosper.
We will be there when you need professional and objective financial advice. We help you cut through the noise, confusion, and clutter that constantly bombards you.
David Valvik, CPA, PLLC was featured on The Review Round-Up with Robin De Wit, discussing what clients value most about working with a smaller, hands-on accounting firm.
“Clients want direct access to the practitioner preparing their file. That accountability is what separates high-touch CPA firms from anonymous volume tax shops.”
— David Valvik, CPA, CGMARead what local business owners and individuals say about our attentiveness, tax savings, and audit peace of mind.
“David has been our company's CPA for over 5 years. His attention to detail on our corporate filings and payroll has saved us tens of thousands of dollars. Always available to answer questions.”
“I was facing a complicated multi-state tax issue involving NY and NJ returns. David untangled everything efficiently, resolved past notices, and brought complete peace of mind.”
“Unlike big box tax software or retail shops, David Valvik knows the tax code inside and out. He takes the time to explain strategies and prepares our corporate and personal returns flawlessly.”
The questions we hear most often from new clients across Staten Island, Manhattan and Brooklyn.
Every tax situation is unique. Contact us directly to discuss your specific returns and financial questions.
Ask David Valvik →We provide comprehensive CPA-led tax preparation, strategic tax planning, accounting, bookkeeping, payroll, and business advisory services for both individuals and privately held businesses across Staten Island, Manhattan, Brooklyn, and New York State.
Our primary office is centrally located at 900 South Ave, Suite 36 in Staten Island (convenient to the Staten Island Expressway and the Verrazzano-Narrows Bridge). We actively work with clients throughout Staten Island, Manhattan, Brooklyn, Queens, New Jersey, and remotely nationwide through secure digital client portals.
David Valvik, CPA, CGMA personally prepares, reviews, and signs every tax return and manages every accounting client engagement. Unlike large corporate firms where your file is passed off to junior associates or overseas contractors, you work directly with a seasoned, licensed New York CPA who knows your history and file.
Getting started is straightforward: call our office at (718) 227-1835 or submit an inquiry through our contact page. We will schedule an initial consultation, review your previous returns and financial goals, and provide clear recommendations with transparent pricing.
Yes. As a licensed CPA, David Valvik has full representation rights before the IRS and the New York State Department of Taxation and Finance to resolve audits, back taxes, penalty abatements, and administrative notices on your behalf.
On Staten Island, a short drive from the Verrazzano Bridge, with clients across Manhattan and Brooklyn.
