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InventWealth Tax Advisors

InventWealth Tax Advisors

Reviews Summary

The consensus highlights exceptional service with consistent 5-star ratings. Reviewers praise the accountants' deep expertise, professionalism, and personalized attention, particularly for small businesses and personal taxes. Many emphasize promptness, reliability, and creative financial solutions that save money. Long-term clients appreciate the firm's trustworthiness and year-round support, noting how it brings peace of mind. The team is described as responsive, knowledgeable, and dedicated to client success, making them a top choice in New York.

About This Listing

Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Small Businesses
High-net-worth Individuals
Real Estate
Healthcare
Professional Services
QuickBooks
Multi-state Experience

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Small Businesses
High-net-worth Individuals
Real Estate
Healthcare
Professional Services
QuickBooks
Multi-state Experience

Contact Information

Address

11 Grace Ave Unit 302

Great Neck, New York 11021

Visit Website Call Now Get Directions

Hours

Monday 10AM-7PM
Tuesday 10AM-7PM
Wednesday 10AM-7PM
Thursday 10AM-7PM
Friday 9AM-3PM
Saturday Closed
Sunday 10AM-7PM

Customer Reviews

Fantastic experience with Rudy, Diana and Team. They have helped me work through complex issues with ease and saved me $$ in the process. Great Firm!!

If anyone needs an excellent accountant to file tax returns, whether it's for personal, business or large corporation, look no further. My husband and I have been going to Rudy for over 5 years and he never cease to amaze us with his depth of knowledge and experience. Additionally, the advice we get from him throughout the year with various random questions is always useful. It helps us make the right choices financially. My husband and I couldn't be happier working with such an honest, trustworthy, and rel

I originally found Rudy via his amazing Yelp reviews. We had a phone consultation with him regarding some tax advice for our small business and found his demeanor and clarity very refreshing! After a few conversations with him, both on the phone and in person, we decided that we wanted to hire him as our full-time accountant. He's responsive, helpful with problem-solving, and offers great plans for small businesses. We're glad that we found him!

I found Gavrilov & Co through a referral and read some of their reviews online. I have a business that has grown too fast for me to handle all on my own, I was doing all the bookkeeping and other accounting work on my own. So, I was skeptical what value an accountant would bring to the table and why I had to pay for something I already did myself. Rudy met with me and he showed my exactly what value they bring to the table and how they can bring my business to a new level. Having a professional to help me b

I found working with "Gavrilov & Co Certified Public Accountants" to be very professional, knowledgeable and gave me that personal attention that many accountants lack. I was reluctant to change my old accountant and was happy I did. I found working with Rudy on my Tax Return and Financial Statements to be very easy and would highly recommend him.

Gavrilov & Co CPA'a has been our go to CPA's for over 5 years. They have taken our Salon to a whole new level with their business savvy expertise. We opened 2 more locations because we felt comfortable that we had the right CPA firm to guide us with all our financial needs. You want to succeed you must call Gavrilov & Co CPA's and talk to Rudy. You will be amazed the in-depth knowledge Rudy and his firm have.

Recently switched to Gavrilov & Co, and very happy with their service. Rudy is a very knowledgeable accountant, who always knows creative ways to save me money. Professional and Quick. Highly recommending to try Gavrilov & Co.

I highly recommend Gavrilov and co for businesses. Rudy is super knowledgeable and always on top of his game. You will be at ease knowing that everything is done right and filed on time. My previous accountant screwed up and Rudy had responded to all the notices.

I have been working with Rudolph from Gavrilov Co for years now. He has shown only knowledge, promptness, and professionalism. Highly recommend him for small business and personal taxes. his profound expertise is a rare find these days. Thank you Rudolph.

I had a great experience with the CPA firm just recently when I called on one of my tax questions. I inquired a few other CPA firms around the area but this one was able to provide the best answers that were thorough and very professional. They are very experienced in preparing and advising on any kind of taxes. I plan on filing my tax return with this place and will recommend it to close family and friends.

Gavrilov & Co. is your go to accountant. We have been using him for many years now and are extremely satisfied with his professional expertise . Great customer service, everything is done in a timely fashion at an affordable price.

I have been with Gavrilov & Co., for over five years now. And for the last five years I slept well knowing that Rudy properly files my business and personal tax returns. Thank you for always being on top of things.

My wife & I use Gavrilov & Co every year to do our taxes. It is great to have the peace of mind that our taxes are done right the first time! We will definitely be using them in the future. Highly recommend!

Rudy is an amazing accountant, very easily approachable. He has been helpful and very professional. Knows his stuff well.

Wonderful! I have been using Gavrilov & Co. For personal and business for years. Absolutely love Rudy. Very smart and personable. Great service! Highly recommend. Thank you for always being available when needed.

Greatest accountants in all of New York !!!!! They make sure that you get everything that you worked hard for this year!!!! If you want to go to someone who cares as much about your money as you do, then you want to use Gavrilov & Co.!!!!!

Rudy is very professional and smart accountant ??strongly recommend his services ????

Reliable, on point, professional, and honest. I was referred by someone and I'm not regretting. Good job

Great accountants, very knowledgeable in all aspects of the field, offer great advice ,guidance and information. Very prompt and efficient.

Honest and reliable accountant, right in the neighborhood!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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