# Fox and Associates CPAs PC > Official Fox and Associates CPAs PC business agent. Fox and Associates CPAs PC provides tax, accounting, estate planning, and financial planning services for… ## Ask it a question Fox and Associates CPAs PC answers for itself at https://api.hailera.com/mcp/arthurfox. A client that speaks MCP can connect to that address; the tool is ask_arthurfox and the protocol is 2026-07-28. Where this file and the agent disagree, the agent is current. ## About Fox and Associates CPAs PC Firm overview Fox and Associates CPAs PC is a certified public accounting firm led by Arthur V. Fox, CPA. The firm works with high net worth individuals, families, family offices, and small businesses. The firm focuses on long-term client relationships, referrals, and a hands-on, personal approach. The team collaborates closely with clients and their other trusted advisors (such as financial advisors and attorneys). Location and background - Certified public accounting firm based in Midtown Manhattan, New York City. - Mailing address: - Fox and Associates CPAs PC 167 High Pond Drive Jericho, NY 11753 - Arthur V. Fox has been in his own practice since 1987, after leaving Spicer and Oppenheim. - The firm has more than 37 years of experience helping clients with tax strategies, business planning, and new business ventures. Typical clients - High net worth individuals and families - Family offices and family foundations - Small businesses and closely held companies Key professionals - Arthur V. Fox, CPA – Member of Fox and Associates CPAs PC; specializes in estate planning, small business, gift tax, and family foundations. - Ellen Kessler, CPA – Leads many of the firm's corporate services and provides a full range of accounting services for individuals and businesses. - Justin Fox, CPA, Esq. – Focuses on tax planning and compliance for high net worth individuals, partnerships, fiduciaries, and family foundations, and also has experience with wills, basic trusts, and real estate transactions. For current contact details for specific team members, see the contact information document. Source: http://www.arthurfox.com ## What Fox and Associates CPAs PC does Estate and trust services Fox and Associates CPAs PC provides estate and trust-related services for individuals, families, and family offices. Services include: - Coordinating with attorneys on the drafting of wills and trusts - Incorporating trust provisions into wills - Preparing trust and estate tax returns - Trust administration support - Advice related to federal and New York State estate tax laws and exemptions The firm focuses on minimizing tax in the estate area while aligning with clients' overall family and legacy goals. Gift planning services The firm assists with gift planning for individuals and families, including: - Preparation of federal gift tax returns (Form 709) - Discussions about lifetime gifts and how they relate to current lifetime exclusion amounts for individuals and married couples - Consideration of generation-skipping transfer tax issues These services are often coordinated with clients' attorneys and financial advisors to help ensure a consistent overall plan. Personal financial planning Fox and Associates CPAs PC provides personal financial planning support to help clients clarify and monitor long-term goals. While the firm does not provide specific investment advice or recommend particular securities, it assists with: - Developing and monitoring individualized personal financial plans - Planning for education funding for children and grandchildren - Retirement planning and wealth accumulation strategies - Structuring finances to help reduce tax liabilities Business financial planning and consulting The firm provides business financial planning and consulting services aimed at improving profitability and meeting compliance requirements, including: - Analyzing business profitability and cash flow - Reviewing operations and recommending process improvements - Incorporating tax strategies and projected results of operations into planning - Helping businesses meet regulatory and compliance obligations Bill paying and account monitoring services For busy individuals, Fox and Associates CPAs PC offers bill paying and account monitoring services, including: - Paying recurring and other bills on the client's behalf - Maintaining checkbook balances and reconciling accounts to bank balances - Performing account reconciliations to confirm that banks have properly recorded transactions - Preparing balance sheets and other financial statements so clients can track progress toward specific goals These services are designed for clients who prefer not to manage day-to-day bill payments and account reconciliations themselves. Overview of tax and accounting services Fox and Associates CPAs PC provides a wide range of tax and accounting services for individuals, families, trusts, estates, foundations, corporations, and partnerships. The firm focuses on understanding each client's full financial picture and tailoring services to help meet both business and personal goals. Individual tax services - Preparation of individual income tax returns - Year-round and quarterly tax planning for high net worth individuals - Preparation of partnership returns for many individual clients, including complex allocation work - Assistance with estimated tax payments and planning for cash flow and liabilities Business and entity tax services - Preparation of: - Corporate tax returns for C corporations and S corporations - Partnership tax returns - Private foundation returns (Form 990-PF) - Exempt organization returns (Form 990) - Compliance support to help meet federal, state, and local filing requirements - Ongoing consulting around tax strategies and projected results of operations Financial statement preparation and bookkeeping - Preparation of annual financial statements for small business clients and some trust clients - Quarterly bookkeeping services for selected small business clients - Regular review of financial statements with clients, including process improvement and profitability recommendations Estate, trust, and gift tax services - Preparation of wills, estate, and trust-related tax returns and documents, based on client direction and coordination with attorneys - Trust administration and advice related to estate planning, with attention to New York and federal estate tax laws and exemptions - Preparation of gift tax returns (Form 709) and planning discussions regarding lifetime gifts and lifetime exclusion amounts For additional information about broader planning services, see the separate documents on Estate, trust, and gift planning and Personal and business financial planning services. Source: http://www.arthurfox.com ## Where Fox and Associates CPAs PC works Lists Jericho and New York City as a location. Names Central Jutland as a service area. Areas beyond these are not published. ## Hours and contact Firm contact details Firm name Fox and Associates CPAs PC Mailing address Fox and Associates CPAs PC 167 High Pond Drive Jericho, NY 11753 Telephone Office: 212-752-6400 Fax: 212-752-6436 Email contacts - Arthur Fox, CPA – arthur@foxassociatescpa.com - Ellen Kessler, CPA – ellen@foxassociatescpa.com - Justin Fox, CPA, Esq. – justin@foxassociatescpa.com - Ashley Navi – ashley@foxassociatescpa.com For questions about services, tax returns, or scheduling a consultation, clients can contact the firm by phone or by emailing one of the professionals listed above. Source: http://www.arthurfox.com ## Record retention guidelines General record retention guidance Fox and Associates CPAs PC provides guidance on how long to keep tax and financial records. This is general information and may not cover every situation. - The IRS generally requires taxpayers to keep copies of tax returns and supporting documents for at least three years. - If income has been significantly underreported (by 25% or more) or fraud is suspected, the IRS may look back up to six years. Because of these rules and other legal and business needs, many records should be kept longer than three years. Business records Examples of recommended retention periods for business documents include: - One year – e.g., duplicate deposit slips, some internal forms such as stockroom withdrawal forms and receiving sheets - Three years – e.g., expired insurance policies, employment applications, certain internal reports, and time cards for hourly employees - Six years – e.g., bank statements and reconciliations, cancelled checks, accounts payable and receivable ledgers and schedules, payroll records and summaries, sales records, and vouchers - Keep indefinitely – e.g., audit reports from CPAs, year-end financial statements, general ledgers and trial balances, corporate documents (incorporation papers, bylaws), deeds, depreciation schedules, property records, tax returns and worksheets, and key legal records Personal records Examples of recommended retention periods for personal documents include: - One year – e.g., bank statements, paycheck stubs (until reconciled with Form W-2), monthly and quarterly mutual fund and retirement statements - Three years – e.g., credit card statements, medical bills (for insurance purposes), utility records - Six years – e.g., supporting documents for tax returns, accident reports and claims, tax-related medical bills, property improvement records, sales receipts related to taxes - Keep indefinitely – e.g., prior income tax returns, tax payment records, important legal correspondence, certain property and investment records Electronic backups and identity protection The firm recommends maintaining backup copies of important records, including electronic backups (such as on external drives or secure online backup services), so that documents are protected in case of loss or disaster. Clients are also advised to protect against identity theft by securely shredding documents containing personal information once they are no longer needed, rather than discarding them in regular trash. These guidelines are general in nature. For advice tailored to a specific situation, clients should contact Fox and Associates CPAs PC directly. Source: http://www.arthurfox.com ## Tax refund timing and tracking Expected timing for tax refunds If a tax return has been electronically filed (e-filed) and the refund is set up for direct deposit, Fox and Associates CPAs PC indicates that the refund is generally expected within about one week. If the refund will be issued as a paper check and the return was electronically filed, the refund is generally expected within about two to three weeks. Actual timing can vary based on IRS or state processing, security reviews, and any issues specific to the taxpayer's return. Tracking tax refunds Clients can track the status of their federal and state tax refunds using the official IRS and state "Where's My Refund?" tools. Fox and Associates CPAs PC also provides a secure client portal, accessible from the firm's website, that clients can use to access certain information and documents related to their tax returns. Source: http://www.arthurfox.com ## What Fox and Associates CPAs PC has not published yet These are things people ask Fox and Associates CPAs PC that its published information does not yet cover. - prices - fees - availability - guaranteed tax outcomes - guaranteed audit results - specific investment recommendations - legal advice beyond tax matters Ask anyway — the agent will say plainly that it is not published rather than guess. ## Where this comes from http://www.arthurfox.com