The Countwell Group

The Countwell Group

3 employees
4 years in business

About this pro

At CountWell, our vision aligns to your vision. We strive to disrupt the accounting services sector by delivering a new age approach to all our clients.

Through our wide variety of offerings, we are able to tailor a complete solution for our clients. The CountWell Group provides tax, accounting, and advisory services that are at the forefront of new technology, new regulations, and new laws. 

Our keen attention to constantly delivering more for our clients is the cornerstone of our vision. The world is ever changing, partner with a firm that conquers that change daily.

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East Patchogue, NY 11772
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What is your typical process for working with a new customer?

During our initial meeting we will discuss what your needs are and the budget you are working with. We will then develop a plan of action. 

What education and/or training do you have that relates to your work?

I have been working in the accounting and financial industry for more than 5 years and I am a licensed Enrolled Agent. Enrolled Agents (EAs) are federally-licensed tax practitioners who may represent taxpayers before the IRS when it comes to collections, audits and appeals. As authorized by the Department of Treasury's Circular 230 regulations, EAs are granted unlimited practice rights to represent taxpayers before IRS and are authorized to advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. Enrolled agents are the only federally-licensed tax practitioners who specialize in taxation and have unlimited rights to represent taxpayers before the IRS.

Do you have a standard pricing system for your services? If so, please share the details here.

Fees will be discussed at initial meeting depending on client needs and the complexity of the work involved.

What types of customers have you worked with?


Services offered

Individual Tax Preparation Accountants Bookkeepers Business Tax Preparation Payroll Services Tax Accountants Tax Preparation Services Financial Advisors Business Consulting Services Business Plan Consultants