Certified Public Accountant · New York Licensed
Precision accounting, strategic tax planning, and trusted financial counsel for individuals, families, and growing businesses.
Federal and state tax returns for individuals, corporations, partnerships, and trusts. Proactive year-round planning to minimize your tax burden legally and effectively.
Independent audits, reviews, and compilations that provide credibility to your financial statements for lenders, investors, and regulatory bodies.
Strategic financial guidance for business formation, growth planning, cash flow management, and exit strategies. Your trusted advisor through every stage.
Comprehensive estate planning coordinated with your legal advisors to protect assets and ensure an efficient, tax-minimized transfer of wealth to heirs.
Accurate monthly bookkeeping, financial reporting, and full-service payroll administration so you can focus on running your business with confidence.
Expert representation before the IRS and state taxing authorities for audits, appeals, collections, and penalty abatement. I stand with you through the process.
Bill Garrison has built his practice on a single principle: every client deserves the same level of expertise, attention, and discretion that was once reserved for the privileged few. Since founding Garrison Financial Advisory, he has served hundreds of individuals and businesses across New York and beyond.
With a Master's in Taxation from Fordham University and over 20 years of hands-on experience spanning public accounting, private industry, and independent practice, Bill brings a rare depth of insight to every engagement.
He is a member of the American Institute of CPAs (AICPA) and the New York State Society of CPAs, and remains committed to continuing education to stay ahead of evolving tax law and regulatory changes.
Work With BillNew York State License · Active & In Good Standing
Gabelli School of Business · Dean's List
American Institute of CPAs · NY State Society of CPAs
Certified Advisor · Cloud Accounting Specialist
Bill saved our family business over $40,000 in taxes last year alone. His proactive approach and genuine care for our financial wellbeing set him apart from every CPA we've ever worked with.
When the IRS sent an audit notice, I panicked. Bill handled everything with calm professionalism and not only resolved the issue but got us a refund. Absolute peace of mind.
As my practice grew from solo to a 12-person firm, Bill has been there for every financial milestone. His advice is always clear, honest, and remarkably forward-thinking.
245 Main Street, Suite 402
Melville, New York 11747
(516) 555-0182
bill@garrisoncpa.com
Monday – Friday: 8:30 AM – 6:00 PM
Saturday: By appointment