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About

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.

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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

Managing Partner
Linkedin
Jon Sundack is the Managing Partner of Sundack CPA and has spent over 20 years advising business owners and individuals on tax strategy and financial decision-making. He works closely with clients who want to reduce their tax burden, better understand their finances, and position their businesses for long-term growth.
Jon is known for delivering strategic, proactive advice and for taking the time to explain complex financial matters in clear, practical terms. Clients value his problem-solving mindset and his genuine interest in helping them grow and succeed. His approach is rooted in education, transparency, and a deep commitment to client service.
Jon began working at the firm founded by his father in 1978 and has served as Managing Partner since 2012. Outside of work, he enjoys spending time with his wife and three children, playing golf and hockey, and cooking—especially Peruvian cuisine.

Jarett Sundack

Partner
Linkedin
Jarett Sundack is a Partner at Sundack CPA and works closely with business owners to provide strategic tax planning and advisory services. He focuses on helping clients understand their businesses more deeply and make informed decisions that support long-term growth and sustainability.
Jarett is known for his practical, relationship-driven approach and his ability to tackle complex challenges with clarity and confidence. Clients value his proactive mindset, accessibility, and commitment to being a trusted advisor rather than just a service provider.
Outside of work, Jarett enjoys golf, hockey, and spending time with family. He’s always happy to find a way to work golf into the conversation.

Steven Sundack

CPA

Linkedin
I’m the firm’s original founder, establishing Sundack back in 1978, 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 M Fein, CPA

Partner

Linkedin
Robert M. Fein is a Partner at Sundack CPA and brings extensive experience advising businesses and individuals on accounting and tax matters. He works closely with clients to provide strategic insight and practical guidance, helping them make informed financial decisions and plan confidently for the future.
Robert is known for his thoughtful, analytical approach and his ability to see the bigger picture when advising clients. He values building long-term relationships and takes pride in providing personalized service that aligns with each client’s goals. Clients appreciate his professionalism, responsiveness, and commitment to delivering high-quality advice.
Outside of the office, Robert enjoys spending time with family and staying engaged in interests that support a balanced and fulfilling lifestyle.

Varun Kathait, CPA, ESQ

Tax Director
Linkedin
Jarett Sundack is a Partner at Sundack CPA and works closely with business owners to Varun Kathait is a Tax Director at Sundack CPA with extensive experience advising individuals and businesses on complex tax matters. He focuses on delivering thoughtful, strategic guidance across tax planning, compliance, and advisory services, with an emphasis on clarity and practical solutions. Varun works closely with business owners and high-net-worth individuals, helping them navigate both routine and nuanced tax situations with confidence. provide strategic tax planning and advisory services. He focuses on helping clients understand their businesses more deeply and make informed decisions that support long-term growth and sustainability.
Known for his proactive and analytical approach, Varun is deeply invested in understanding each client’s broader goals so he can provide advice that supports long-term success. Clients appreciate his responsiveness, attention to detail, and ability to translate complex tax concepts into actionable insights.
Outside of work, Varun enjoys spending time with family, staying active, and continuing his involvement in professional and community organizations.

Vivek Kathait, CPA

CPA, Tax Director
Linkedin
I’m the firm’s original founder, establishing Sundack back in 1978, 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.

Dale Clossick

CPA
Linkedin
Dale Clossick is a CPA at Sundack CPA with over 30 years of experience in public accounting. She brings deep technical knowledge and a steady, thoughtful approach to supporting clients with tax compliance, accounting, and advisory needs. Dale works closely with individuals and businesses, drawing on decades of experience to help clients navigate complex financial situations with confidence.
Known for her professionalism and attention to detail, Dale takes pride in delivering accurate, reliable work while maintaining a client-focused mindset. She values clear communication and consistency, ensuring clients feel informed and well supported throughout the engagement process. Clients appreciate her experience, reliability, and calm, measured approach.
Outside of work, Dale enjoys spending time with family and pursuing interests that allow her to relax and stay balanced.

John Sattler

CPA, Director of Small & Medium Businesses
Linkedin
John Sattler is an Accountant at Sundack CPA who supports clients with accounting, compliance, and financial organization. He assists with maintaining accurate records, preparing reports, and ensuring client accounts are handled with care and precision. provide strategic tax planning and advisory services. He focuses on helping clients understand their businesses more deeply and make informed decisions that support long-term growth and sustainability.
John takes a steady, detail-oriented approach to his work and values consistency and accuracy in everything he does. He enjoys contributing behind the scenes to help clients feel confident that their financial matters are in good hands. Clients appreciate his reliability and thoughtful attention to detail.
Outside of work, John enjoys spending time with family, pursuing personal interests, and maintaining a balanced lifestyle.

Oscar Romero

CPA
Linkedin
Oscar Romero is a CPA at Sundack CPA who supports clients across a wide range of accounting and compliance needs. His responsibilities include assisting with financial reporting, reconciliations, and maintaining accurate records that support both tax and advisory services. Oscar works closely with internal teams to ensure client work is completed efficiently and accurately.
He brings a thoughtful and dependable approach to his work and enjoys helping clients stay organized, compliant, and confident in their financial information. As a bilingual professional fluent in both English and Spanish, Oscar is able to support a diverse client base and communicate complex accounting matters clearly and effectively. Clients and colleagues alike appreciate his calm demeanor, attention to detail, and commitment to producing high-quality work—even in complex or time-sensitive situations.
Outside of work, Oscar enjoys staying active, spending time with family, and pursuing personal interests that keep him balanced and engaged.

Carleen McCance

Client Services Specialist
Linkedin
Carleen McCance is a Client Services Specialist at Sundack CPA with decades of experience supporting accounting firms and their clients. She plays an essential role in client coordination, quality control, and day-to-day firm operations, helping ensure a smooth and professional client experience.
Carleen is often one of the first points of contact for clients and is known for her friendly, dependable, and highly organized approach. She takes pride in assisting clients, keeping processes running efficiently, and supporting the firm’s team wherever needed. Clients appreciate her responsiveness, attention to detail, and genuine care.
Outside of the office, Carleen enjoys spending time with her family.

Amanda Hess

Office Manager
Linkedin
Amanda Hess is the Office Manager at Sundack CPA and plays a vital role in overseeing the firm’s administrative and operational functions. She manages internal workflows, client communications, and firm systems to ensure day-to-day operations run smoothly and efficiently.
Amanda is known for her organization, attention to detail, and ability to keep both clients and internal teams informed and on track. She takes pride in creating a seamless experience for clients and supporting the firm’s professionals so they can focus on delivering high-quality advisory services. Clients and colleagues alike value her responsiveness, reliability, and proactive approach.
Outside of work, Amanda enjoys traveling, attending concerts and shows, spending time at the beach, and being with family.

Melissa Shangold

Client Services Associate
Linkedin
Melissa Shangold is a Client Services Associate at Sundack CPA, supporting client communication, scheduling, and administrative processes. She plays a key role in ensuring clients feel informed, supported, and well cared for throughout their engagement with the firm.
Melissa is known for her organization, professionalism, and approachable demeanor. She enjoys helping clients navigate firm processes smoothly and takes pride in being a reliable point of contact. Clients appreciate her responsiveness and attention to detail.
Outside of the office, Melissa enjoys spending time with family and friends, traveling, and pursuing interests that allow her to recharge.

Melissa Pepitone

Client Services Specialist
Linkedin
Melissa Pepitone is an Accountant at Sundack CPA, supporting client communications and internal workflows across the firm. She assists with coordinating client requests, managing documentation, and ensuring that engagements move forward efficiently and smoothly.
Melissa brings a client-first mindset to her role and is focused on creating a seamless experience from start to finish. She is known for her organization, follow-through, and ability to keep clients informed and supported throughout their interactions with the firm. Clients value her responsiveness and approachable style.
Outside of the office, Melissa enjoys spending time with family and friends, staying active, and pursuing interests that allow her to recharge and stay balanced.

Dylan Racaniello

Staff Accountant
Linkedin
Dylan Racaniello is a Staff Accountant at Sundack CPA specializing in tax compliance, bookkeeping, and QuickBooks support. He works closely with clients to ensure their financial records are accurate, up to date, and aligned with tax and reporting requirements. Dylan is particularly skilled at troubleshooting QuickBooks issues and helping clients streamline their accounting processes.
He brings a client-focused and educational approach to his work, ensuring clients understand their financials rather than simply receiving reports. Clients appreciate his responsiveness, technical expertise, and ability to explain complex issues clearly.
Outside of work, Dylan enjoys spending time outdoors, playing and watching soccer, and staying connected with family and pets.

Kristie Raynor

Accountant
Linkedin
Kristie Raynor is an Accountant at Sundack CPA with a strong background in bookkeeping, financial reporting, and client support. She plays a key role in maintaining accurate financial records, managing reconciliations, and working with new clients to identify their needs and help them create a framework for success. Kristie is known for her ability to identify issues quickly and bring structure and clarity to client financials.
Her work is grounded in a detail-oriented and methodical approach, ensuring clients have reliable information to make informed decisions. Kristie enjoys building relationships with clients and helping them feel confident and organized when it comes to their finances. Clients value her consistency, problem-solving skills, and willingness to go the extra mile. Outside of the office, Kristie is a musician who enjoys hiking, traveling, cooking, and playing shows with her band: and volunteers as a wildlife educator/public speaker for the NY State DEC and various environmental organizations throughout Suffolk County.
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.
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Our Approach

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.
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Sundack Tax Preparation

Filing taxes correctly and on time is essential to avoiding penalties and minimizing tax liability. We provide professional business and individual tax preparation services.
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Sundack Tax Planning

Effective tax planning requires a long-term approach. We work closely with clients throughout the year to develop tax-saving strategies that align with their financial goals.
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Sundack Tax Resolution Services

Businesses facing tax issues with the IRS require expert representation and negotiation skills.
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Sundack Accounting Services

Our monthly accounting services designed to help businesses stay organized, track profitability, and make informed financial decisions.
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Sundack Payroll Services

Processing payroll accurately and on time is essential to maintaining compliance and ensuring employee satisfaction.
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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.
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