Business Financing Melville

Satty, Levine & Ciacco, CPAs, P.C.

Business Financing Melville
Get Started on 2019 Tax Returns!

Address
534 Broadhollow Road
 
Suite 300
Place
Melville, NY   11747 
Landline
(516) 338-9500
Fax
(516) 338-8862
E-Mail
info@satty.com
Twitter
@SLandCCPA
Facebook
SattyCPA
Website
satty.com

Description

Founded in 1949, Satty, Levine & Ciacco, CPAs, P.C. provides financial services for businesses and individuals in Long Island and California. We strive to help our clients improve their financial accounting, reporting and meet their tax compliance obligations with minimization of their related liabilities.

Keywords Accounting, Auditing and Assurance, Business Consulting Services, Captive Insurance Consulting, Mergers and Acquisitions, Tax Services, Personal Financial Planning, Employee Benefit Plans, IRS Tax Exempt Filings, Insurance California.

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  • Roger Ciacco

    CPA, CFP®, Partner

    Roger T. Ciacco is a named Partner at the accounting and business advisory firm, Satty, Levine & Ciacco, CPAs, P.C. located in Long Island, New York. Roger began his career at the firm after earning his Bachelor’s degree from Pace College in 1971. He became Partner in 1976 and Managing Partner in 1988. Roger is responsible for ensuring that the firm’s mission is achieved, and each client receives the very best personalized professional service and attention. This is accomplished by increasing the value of the client’s business, and at the same time, enhancing the quality of the client’s life. As a seasoned professional, Roger’s clientele consist of high net worth individuals. Roger concentrates his efforts on tax planning, asset management, succession planning and family wealth preservation. Additionally, Roger is a consultant to many of the firm’s clientele. Roger enjoys one-on-one interaction with clients and working with them to create the most effective means for achieving their specific goals. He seeks to learn all he can about each client and their business. This permits him to offer the most effective advice and develop long-term strategies and relationships. Understanding that his clients need more than traditional accounting services, the firm launched a separate division in 2001 to provide financial planning services. As manager of Pivotal Planning Group, LLC and Pivotal Insurance, Roger completed his training in life, accident and health insurance, and became a New York State licensed insurance agent in 2002, as well as a Certified Financial Planner®.

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    Link: Roger Ciacco

  • Frank Sluter

    CPA, Partner

    Frank Sluter is the Managing Partner at the accounting and business advisory firm, Satty, Levine & Ciacco, CPAs, P.C. Mr. Sluter heads the firm’s auditing and review department, and he is also in charge of the firm’s quality control where he assists with the implementation of firm policies and procedures. Mr. Sluter specializes in auditing and consulting for governmental units and not-for-profit organizations, including recipients and sub-recipients of federal awards, private foundations, governmental agencies and civic/charitable organizations. He also specializes in pension, profit-sharing and 401K plan audits. Additionally, Frank has extensive experience working with clients in auto and truck dealerships, leasing, manufacturing, construction and medical industries. Professional Affiliations Mr. Sluter serves on the boards of various not-for-profits. Frank is a member of both the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA), and also serves on the NYSSCPA’s Not-For-Profit and Accounting and Review Services Committees. He is a former President of the Nassau Chapter of the NYSSCPA and has served as Chairperson of its Accounting and Auditing Procedures Committee, and also as a member of its Executive Board. Frank is also a member of the Association of Certified Fraud Examiners. Additionally, Mr. Sluter frequently lectures on behalf of the New York State Society of Certified Public Accountants on various accounting and auditing topics to other CPAs. As Frank is committed to furthering the accounting profession, he regularly speaks to high school and college students about the profession and careers in accounting.

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    Link: Frank Sluter

  • Robert Bertucelli

    CPA, CFP®, CLU, Partner

    Robert Bertucelli is a Partner at the accounting and business advisory firm, Satty, Levine & Ciacco, CPAs, P.C. located in Long Island, New York. Bob has over forty three years experience in the specialized field of taxation. His experience also includes many years of working with individuals and businesses to achieve their financial goals. He is also a Professor of Accounting and Taxation at the C.W. Post Campus of Long Island University. Mr. Bertucelli has been employed by several international accounting firms. Having served in the Executive Office of one firm, he was involved in the design, renovation and teaching of their national tax training programs. Professional Affiliations Bob is an active member in the New York State Society of CPAs, having served as a committee chairman and Executive Board member of the Suffolk Chapter as well as a member of the Board of Directors of NYSSCPAs. He also served on an AICPA task force to establish CPE requirements for CPAs specializing in Personal Financial Planning. He was the President of the Estate Planning Council of Suffolk County for the 1996-97 year and the President of the Society of Financial Service Professionals for the 2000-2001 year. He was also the Director of the C.W. Post Tax and Accounting Institute. Additionally, he served on the Board of Trustees of St. Charles Hospital and Rehabilitation Center in Port Jefferson, New York where he also chaired their Audit and Compliance Committee.

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    Link: Robert Bertucelli

  • Larry Marchisotta

    CPA, Partner

    Larry Marchisotta is a Senior Partner at the accounting and business advisory firm, Satty, Levine & Ciacco, CPAs, P.C. Mr. Marchisotta heads the firm’s business taxation team. Larry has over thirty years experience working with mid and large-sized, closely-held corporations, partnerships and their owners. He started his career in accounting in 1971 as a Junior Accountant and Controller for a manufacturing company and returned to public accounting in 1979. Larry was named a firm principal at SL&C in 1980 and a partner in 1993. Larry is dedicated to assisting the firm’s business clients increase their values and develop succession plans. He provides services to all types of businesses and has built a solid reputation working with residential and commercial construction companies, real estate firms and auto/truck dealerships. Larry also has an extensive background working with individual clients, providing them with professional advice and planning with gift, trust and estate tax matters. Professional Affiliations Larry is an active member of the American Institute of Certified Public Accountants (AICPA), the New York State Society of Certified Public Accountants (NYSSCPA), as well as the Financial Planning Association.

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    Link: Larry Marchisotta

  • Frank Lou

    CPA, Partner

    Frank Lou is a Partner at the accounting and business advisory firm, Satty, Levine & Ciacco, CPAs, P.C. located in Long Island, New York. Frank leads the Nonprofit Practice at SL&C. Frank focuses primarily on accounting and providing professional services for not-for-profits and government entities. Prior to joining the SL&C team, Frank gained more than two years experience working in the nonprofit sector Professional Affiliations Frank is an active member of the American Institute of Certified Public Accountants (AICPA), and the New York State Society of Certified Public Accountants (NYSSCPA).

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    Link: Frank Lou

  • Stacy Sanders

    Principal

    Stacy Sanders is a Principal at the accounting and business advisory firm, Satty, Levine & Ciacco, CPAs, P.C. located in Long Island, New York. Stacy serves as SL&C’s Tax Services Practice Leader. She has over fifteen years experience concentrating on accounting and taxation for large-sized, closely-held corporations. She specializes in providing comprehensive tax solutions to her clients, which consist mainly of large real estate holding companies and large retail gourmet grocery chains. Throughout her career, Stacy has provided proactive tax planning to her clients, enhancing both their profitability and their value.

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  • Jessica LaForge

    CPA, MBA

    Jessica LaForge is an Audit Manager at the accounting and business advisory firm, Satty, Levine & Ciacco, CPAs, P.C. located in Long Island, New York. Jessica has over nine years experience in public accounting. Most recently, six of those years were with KPMG, LLP in Melville, Long Island, where she was an audit manager. She has led audits of varying sizes and industries, including media/communications, SEC companies, governmental utilities, and to international luxury retail clients. In addition, during her tenure at KPMG, LLP, she was responsible for audits of specialized industries, such as employee benefit plans, GASB, and IFRS reporting. Jessica has also performed consulting work with KPMG advisory teams and clients performing GAAP analysis over SOX controls. Jessica was selected to perform national training for KPMG audit staff, and for two years, participated as an instructor for local employee benefits training. She was a performance manager for KPMG for two years in addition to her audit responsibilities as well as having conducted interviews for new hire candidates for the Long Island office.

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  • Stephanie Crocenzi

    CPA

    Stephanie Crocenzi is an Audit Manager at the accounting and business advisory firm, Satty, Levine & Ciacco, CPAs, P.C. Prior to joining SL&C, Stephanie was an auditor at McGladrey & Pullen, LLP for eight years. During her tenure there, she was promoted to an audit manager and was responsible for audits of both public and private companies in the consumer products, professional services, healthcare and distributing industries. In addition, Stephanie specialized in full and limited scope 401K and pension plan audits, including multi-employer and 403(b) plans. At her former firm, Stephanie played an integral part in their recruiting process by interviewing potential entry-level candidates for the New York office. Stephanie also served as a training instructor, facilitating local office training courses that covered a wide variety of topics. Stephanie specializes in audits of not-for-profit organizations, including recipients and sub-recipients of federal awards, private foundations, governmental agencies and civic/charitable organizations. She also specializes in pension, profit-sharing and 401K plan audits.

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  • Michael Freedman

    JD, CPA

    Michael Freedman is a Tax Manager at the accounting and business advisory firm, Satty, Levine & Ciacco, CPAs, P.C. Michael works with the firm’s tax and business advisory team to assist our clients with complex tax compliance, planning, and consulting matters. Michael brings over e i g h t e e n years of combined experience in the accounting, tax, and legal fields, specializing in assisting individuals and closely-held businesses with their individual, partnership, corporate, and estate tax needs. Previously, Michael worked at companies such as Prudential Financial and a Deere & Company subsidiary, in addition to his experience in public accounting and as a practicing attorney.

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Business Financing
(516)338-9500 (516)-338-9500 +15163389500

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