Question 1

Where is DWR Peconic Associates located and what areas do you serve?

Accepted Answer

We are based in Wading River, NY and serve small businesses and non-profits across the North Fork and Eastern Long Island, including Riverhead, Calverton, Manorville, Shoreham, Rocky Point, Aquebogue, Jamesport, Mattituck, Cutchogue, Southold, and Greenport. Meetings are available in person by appointment or remotely.

Question 2

What types of clients do you work with?

Accepted Answer

We specialize in small businesses and non-profit organizations. That includes vineyards and farms, restaurants and hospitality, contractors and trades, retail and e-commerce shops, professional practices, real estate investors, churches, and charitable organizations.

Question 3

Do you offer a free consultation?

Accepted Answer

Yes. Every relationship starts with a free initial consultation where we learn about your business or organization, answer your questions, and explain exactly how we can help—with no obligation and no jargon.

Question 4

What services do you provide?

Accepted Answer

We offer bookkeeping and accounting, tax preparation and planning, non-profit accounting (including Form 990), business consulting and advisory, payroll support, and clear monthly financial statements and reporting.

Question 5

Do you handle both business and non-profit tax returns?

Accepted Answer

Yes. We prepare federal and state returns for businesses of all entity types as well as Form 990 and related filings for non-profit organizations, and we provide year-round planning to keep your tax liability as low as the law allows.

Question 6

Can you take over my existing QuickBooks or bookkeeping?

Accepted Answer

Absolutely. We can clean up and take over an existing QuickBooks file, set up a new system, or work with your current tools. We start by getting your books accurate and up to date, then keep them that way with straightforward monthly reporting.

Question 7

How much do your services cost?

Accepted Answer

Pricing depends on the size of your organization and the services you need. After your free consultation we provide a clear, predictable quote—most clients prefer a flat monthly fee so there are no surprises.

Question 8

How are you different from a large accounting firm?

Accepted Answer

You work directly with Bill Dillon, who brings decades of corporate-level finance experience. You get that expertise with the personal attention, local knowledge, and plain-English communication a big firm or a call center simply cannot match.