At Sundack CPA, we understand that sound financial management is fundamental to the success and longevity of any business. Whether you are a solopreneur managing a growing operation, a real estate investor optimizing your portfolio, a medical or dental professional running a practice, or an established business owner in the service or hospitality industry, effective accounting and tax planning are essential to ensuring financial stability and regulatory compliance.
At Sundack CPA, your success is our priority. We’re not just expert CPA's —we’re your financial partners, committed to helping you grow and thrive.
Ready to see the Sundack CPA difference? Connect With Us Now!
Questions? Let's Connect
Comprehensive Accounting & Tax Solutions for Individuals & Business Owners
With a steadfast commitment to accuracy, transparency, and strategic planning, Sundack CPA provides monthly accounting, tax preparation, tax planning, payroll services, and tax resolution solutions tailored to meet the needs of a wide range of industries. Our team of seasoned accounting professionals works proactively to identify opportunities for tax savings, ensure compliance with federal and state regulations, and implement financial strategies that support long-term growth and profitability.
How We Work
Accurate & Organized Bookkeeping
Proper bookkeeping is the foundation of any successful business. We provide meticulous record-keeping services to ensure that financial transactions are properly documented, categorized, and reconciled. Our clients benefit from a structured financial system that provides clear insights into profitability, expenses, and overall financial health.
Proactive Tax Planning & Compliance
Tax planning should not be limited to the final months of the fiscal year. We work proactively with our clients to develop and implement tax strategies that maximize deductions, minimize liabilities, and ensure full compliance with evolving tax laws. Our goal is to prevent surprises at tax time and ensure that businesses remain financially prepared.
Future-Proofing Businesses
Beyond daily bookkeeping and tax compliance, we take a strategic approach to financial planning. By analyzing cash flow, revenue patterns, and industry trends, we help clients prepare for business expansion, capital investments, and long-term financial success. Our advisory services extend beyond tax preparation to encompass financial forecasting, risk mitigation, and operational efficiency.
THE SUNDACK TEAM
At Sundack CPA, each team member brings a unique set of skills and specialized expertise, allowing us to provide comprehensive and strategic financial solutions to our clients. We take great pride in the exceptional quality of work we deliver, ensuring that every service is tailored to meet the unique needs of businesses and individuals alike. Our team’s dedication to accuracy, efficiency, and forward-thinking strategies reflects our commitment to excellence.
Sundack CPA is supported by a team of highly skilled accountants, CPAs, legal, and tax professionals business structure optimization, and financial strategies for sustainable growth. Each member of our team brings a wealth of experience and industry-specific knowledge, ensuring that we can provide tailored accounting and tax solutions for businesses across various sectors.
By fostering a collaborative environment, we empower our professionals to continuously grow, innovate, and provide the highest level of service, reinforcing the trust and confidence our clients place in us.
Jon Sundack
Jon excels in crafting tax strategies and guiding businesses toward financial success. His expertise lies in helping clients become more tax-efficient, ensuring that they maximize their potential while staying compliant.
Jon’s favorite part of his role is the opportunity to work closely with the Sundack CPA team and their clients. He enjoys the collaborative environment, where he can share knowledge and mentor employees. His dedication to helping businesses thrive goes beyond tax efficiency, as he actively supports their growth and development.
Outside the office, Jon enjoys a variety of personal interests, including cooking, golf, and hockey. Peruvian Food is his favorite, and if he weren’t an accountant, he would likely pursue a career as a chef. Jon also appreciates the simple pleasures in life, like spending time with family and friends—and, of course, enjoying a good tequila.
Jarett Sundack
Jarett serves as a Partner at Sundack CPA, where he specializes in helping clients understand and grow their businesses with a focus on tax planning. His expertise lies in navigating the unique challenges that businesses face, and he takes pride in crafting tailored solutions that drive success. Jarett’s broad knowledge and problem-solving skills make him the go-to person for nearly everything in the office.
Outside of his professional role, Jarett is passionate about golf and hockey. In his downtime, he enjoys playing a round of golf, smoking a brisket, and unwinding with episodes of The Office.
Jarett values his family, his friends, and finding ways to incorporate golf into everyday conversations. If he weren’t immersed in accounting, he’d likely be pursuing his dream as a professional golfer. His dedication to both his work and personal interests makes him a dynamic and engaging figure at Sundack CPA.
Steven Sundack
I’m the firm’s original founder, establishing Sundack back in 1979, and I’m very proud of the company as it stands today. I manage a number of our clients, giving them strategic financial advice as well as overseeing their accounts. I’ve been an accountant all my life, I still love what I do, and it’s largely down to the people I work with, team and clients alike.
When I’m not at work, I’m out socializing with friends or taking the time out to properly recharge (it’s important!). I’m happy to say I have a great work/life balance, and I think our team does too.
Robert Fein
Robert M. Fein is a Partner at Sundack CPA, bringing extensive years of experience and expertise in financial statement preparation, tax compliance, and small business consulting. With a strong passion for working with and assisting others, Robert takes great pride and has developed a wealth of knowledge in all aspects of business which enables him to help clients navigate the complexities of their financial and tax needs while watching their businesses thrive. He has developed and maintained many clients through the years and has developed long-standing, almost family nature, relationships.
His favorite part of the job is the daily interactions with clients, offering guidance, reviewing tax returns, and providing strategic consulting to help them succeed. As the go-to person for tax return review and consulting, Robert is known for his sharp attention to detail and ability to break down complex financial matters into practical solutions.
Outside of the office, Robert enjoys hitting the golf course and spending quality time with his family and friends. Caddyshack is his all-time favorite movie, and his daily essentials include work, family, and a great meal. If he weren't an accountant, he could see himself as a teacher, reflecting his natural ability to guide and educate those around him.
Thomas Brown
Tom founded Thomas Brown, CPA, in 2004 after working for the fifth-largest accounting firm in the world, Grant Thornton, as well as other regional CPA firms and serving as Corporate Tax Director for a multinational corporation. As a business owner himself, Tom understands the delicate balance between business and personal life. He strives to help clients improve this balance with back-office support and technology solutions. By utilizing the latest technology and strategic planning, he helps business owners achieve their personal and business goals, maximize profits, and minimize taxes.
Tom was also previously on staff at The State University of New York at Stony Brook and St. Joseph’s College, teaching auditing, accounting, and tax courses at the bachelor’s and master’s degrees.
Now, Tom and his team have joined Sundack CPA, bringing his expertise to continue supporting clients with the same dedication. He enjoys spending quality time with his wife and kids, going to the beach, watching sports, and supporting charitable causes.
Varun Kathait CPA, ESQ
Varun is the go-to expert for all things tax, accounting, and legal at Sundack CPA. As our Tax and Advisory Manag, he specializes in Federal and State criminal and civil tax matters, offering tailored solutions for complex challenges. With deep expertise in corporate, partnership, estate, and gift taxation, Varun is a trusted advisor to sophisticated taxpayers.
Outside of work, Varun enjoys tennis, golf, fishing, skiing, and spending time with his family. He’s a fan of Rothmans, loves the book Lonesome Dove, and enjoys The Departed and The Sopranos. Coffee, family, and his notepad are his daily essentials.
Varun holds a B.A. in Economics from Emory University and a law degree from Hofstra University. He’s also a leader in professional organizations, including serving as President of the Education Foundation of the National Association of CPA Practitioners – N/S Chapter and Chair of the Business, Tax and Accounting Committee of the Nassau bar Association. Varun’s blend of expertise and client-focused approach makes him a valuable asset to any financial or legal matter.
Aditi Khatri
Aditi excels in preparing tax returns and tax planning. Her passion for tax work shines through in her role, particularly when it comes to finding innovative ways to help clients save on taxes.
Outside the office, Aditi has a love for movies and traveling. She finds joy in exploring new places and enjoys unwinding with a good film. Her favorite cuisine is Indian food, and she considers The Shawshank Redemptionher top movie pick.
Aditi values her family deeply and is known for her efficiency and ability to get things done effectively. If she weren’t immersed in the world of accounting, she would be pursuing her dream of becoming a professor.
Dale Clossick
Dale Clossick is a CPA at Sundack CPA, specializing in preparing and reviewing tax returns, ensuring clients' financial records are accurate, and managing multi-state sales tax compliance. With a keen eye for detail and a deep understanding of tax strategy, she helps businesses and individuals optimize their financial health.
Dale thrives on the variety her role brings, whether she’s assisting clients with their business accounting or tackling complex tax matters. She loves being part of a highly respected team, collaborating to provide top-tier service. Known as the go-to expert for multi-state tax returns, Dale has a knack for diving into the details while keeping sight of the bigger financial picture.
Outside of work, Dale is passionate about the arts. She enjoys attending Broadway shows—with Dear Evan Hansen, Les Misérables, and Miss Saigon among her favorites—as well as going to concerts, reading, and baking. When it comes to food, she gravitates toward Italian and Mexican dishes.
Three things Dale couldn’t go a day without? Music, family time, and friends. If she weren’t an accountant, she would be a teacher, a fitting alternative given that she holds a Master’s in Education alongside her CPA designation—demonstrating her love for both numbers and knowledge-sharing.
Melissa Shangold
Melissa Pepitone
My job is to make sure that our clients’ finances are in good standing. I’m hyper organized, into detail and particularly enjoy finding solutions to difficult roadblocks. I really like how the Sundack team has a genuine, open relationship with our clients. They feel safe to ask us anything, which is half the battle as an accountant. When I’m not at work I’m traveling to places steeped in history, hanging out with my husband or getting into nature with my dog.
Dylan Racaniello
Dylan specializes in keeping clients tax-compliant and guiding them through the complexities of sales and payroll taxes. With a strong expertise in QuickBooks and various certifications under his belt, Dylan is the go-to resource for anything QuickBooks-related. He takes pride in helping clients find new solutions to better their businesses and providing detailed tax planning and preparation services.What Dylan enjoys most about his role is the opportunity to interact with clients and colleagues alike.
He thrives on learning from each unique situation, which helps him build stronger relationships and deliver the high level of service that Sundack CPA is known for. Balancing work with a healthy personal life is important to Dylan, and he appreciates the supportive environment that allows him to do just that. Outside of the office, Dylan is an avid soccer fan who loves both watching and playing the sport a few times a week.
He also enjoys spending time in nature with his pets and family. A true pasta enthusiast, Dylan could eat it every day if he could! He’s also a fan of The Maze Runner series and values family, pets, and technology. If accounting weren’t his calling, Dylan imagines he’d be a social media marketer.
Kristie Raynor
Kristie brings expertise in QuickBooks Online, financial statements, and monthly reconciliations. She thrives on the variety her role offers, enjoying tasks such as reconciliations, client file cleanups, software conversions, and training others. Kristie is the go-to person for anything related to QuickBooks Online, reverse-engineering entries, and creating templates for recurring entries.
Outside the office, Kristie leads a dynamic life as the lead singer and keyboard player for a rock band. She’s also an avid hiker and traveler who loves to cook and experiment with new cuisines, though she’s always up for dining out. Her favorite movie is Glory, and she still enjoys watching Buffy the Vampire Slayer.
Kristie values her daily essentials: coffee, her cat, and the thrill of learning and experiencing new things. If she weren’t an accountant, she might have pursued a career as a history teacher or tour guide.
Carleen McCance
Carleen brings over 25 years of office administration experience to Sundack CPA, including a decade in the Accounting/Tax industry. As a vital member of our client services team, Carleen plays a key role in ensuring the smooth daily operations of our firm, with a focus on quality control, marketing, and client relations. Additionally, she is a notary public and holds a BBA in Business Management.
Carleen finds great satisfaction in helping clients and is committed to providing them with exceptional service. When she’s not at work, Carleen enjoys watching football, reading, going to the beach, coaching her children’s soccer team, and cherishing time with her husband and kids.
Amanda Hess
Amanda is the dynamic force behind the smooth operation of Sundack CPA’s office. As part of the Operations/Admin team, Amanda expertly manages correspondence and communications, handling everything from emails and calls to meetings. Her administrative skills shine through in tasks like filing, organizing documents, data entry, invoicing, and maintaining internal databases. She’s also the go-to person for anything related to the firm’s work software, Karbon.
Amanda thrives in her role by being a central figure in keeping the office running seamlessly. She enjoys supporting her colleagues and helping resolve client issues, always with a focus on ensuring everything is in order. Her ability to juggle multiple tasks and keep everything on track makes her a vital part of the team.
Outside of work, Amanda is passionate about travel, music, and attending concerts and shows. She loves spending time with her family, especially her nieces and nephews.
Unlike traditional accounting firms that take a passive approach to financial management, we engage with our clients throughout the year, providing ongoing insights and guidance to help them make informed decisions. By prioritizing financial clarity, risk mitigation, and strategic tax planning, Sundack CPA serves as a trusted partner in the success of businesses and individuals alike.
At Sundack CPA, your success is our priority. We’re not just expert CPA's —we’re your financial partners, committed to helping you grow and thrive.
Ready to see the Sundack CPA difference? Connect With Us Now!
Questions? Let's Connect
Our Approach & Core Values
Trust & Transparency
Sundack CPA is committed to fostering long-term client relationships built on integrity, transparency, and open communication. We recognize that business owners rely on accurate financial data to make critical decisions, and we take this responsibility seriously. Our team ensures that clients receive honest, clear, and actionable financial guidance tailored to their unique needs.
Proactive Financial Guidance
Rather than taking a reactive approach to accounting and tax services, we provide strategic planning and forward-thinking financial solutions. By closely monitoring financial trends, cash flow, and regulatory changes, we help businesses identify challenges before they arise and seize opportunities that support their growth objectives.
Accuracy & Compliance
Maintaining compliance with complex tax regulations and financial reporting standards is crucial for businesses of all sizes. Our meticulous approach to bookkeeping, tax preparation, and payroll management ensures that all financial records are accurate, up-to-date, and fully compliant with federal, state, and local laws. We work diligently to minimize risk and provide clients with the confidence that their financial matters are in expert hands.
At Sundack CPA, your success is our priority. We’re not just expert CPA's —we’re your financial partners, committed to helping you grow and thrive.
Ready to see the Sundack CPA difference? Connect With Us Now!
Questions? Let's Connect
Who We Serve
Solopreneur Accounting Services
We provide tailored accounting services for freelancers, independent contractors, and self-employed professionals. Our services include quarterly tax estimates, deduction tracking, and financial planning designed to help solopreneurs maximize their earnings and reduce tax liabilities.
Real Estate Investor Accounting
Real estate investors require specialized financial strategies to navigate complex tax laws. We provide bookkeeping, capital gains tax planning, and rental property deductions to help investors optimize their real estate portfolios.
Medical & Dental Accounting Services
Medical and dental professionals must balance payroll, compliance, and tax optimization while running a successful practice. Our accounting services help healthcare professionals streamline financial management and maximize operational efficiency.
Home Services Business CPA
Plumbers, electricians, and HVAC specialists benefit from industry-specific tax strategies, payroll management, and financial forecasting to help manage expenses and increase profitability.
MSP Accounting & Bookkeeping
Managed Service Providers (MSPs) require advanced accounting solutions for tracking recurring revenue, managing IT business expenses, and tax planning for growth. Our accounting services ensure MSPs remain financially organized and compliant.
Restaurant, Food & Beverage Accounting
The restaurant industry presents unique accounting challenges, from tip allocation to payroll compliance and inventory management. We provide financial solutions that help restaurant owners reduce costs and maximize revenue.
At Sundack CPA, your success is our priority. We’re not just expert CPA's —we’re your financial partners, committed to helping you grow and thrive.
Ready to see the Sundack CPA difference? Connect With Us Now!