Peter Mertz, CPA and Attorney

- 226 E 85th St, New York, NY 10028

Introduction / Overview

Navigating the intersection of law and finance can be one of the most challenging aspects of modern life. For residents of New York seeking a professional who understands both sides of this equation, Peter Mertz, CPA and Attorney, offers a uniquely valuable skill set. Based in the heart of New York City, this firm, established in 1979, is led by Peter Mertz, a professional who combines the precise knowledge of a Certified Public Accountant (CPA) with the legal acumen of an attorney. This dual qualification provides a significant advantage for clients, ensuring that legal strategies are soundly rooted in financial reality. Whether you're an individual grappling with debt, a family planning their estate, or a business managing tax and corporate issues, Peter Mertz provides comprehensive and integrated solutions. The firm's approach is defined by a deep passion for the work and a genuine commitment to client care, as noted by clients who appreciate his direct, knowledgeable, and caring demeanor. This blend of professional expertise and personalized attention makes Peter Mertz a trusted resource for those facing complex legal and financial challenges in New York's dynamic environment. His ability to address both the legal and accounting aspects of a situation from the outset can lead to more efficient and effective outcomes for his clients.

Location and Accessibility

Peter Mertz, CPA and Attorney, is located at 226 E 85th St, New York, NY 10028, USA. This address places the firm in a prime, easily accessible location on Manhattan’s Upper East Side. The office is conveniently situated near public transportation, making it a practical option for clients from various parts of the city. The office operates on an appointments-recommended basis, which allows Peter Mertz to dedicate his full attention to each client and their specific needs. This helps ensure that every consultation is thorough, productive, and tailored to the client's individual situation. For the comfort and convenience of all visitors, the office is equipped with a restroom. While navigating legal and financial matters can be stressful, the firm's central and accessible location helps to simplify the process of meeting in person. The focus on scheduled appointments underscores a commitment to providing a high-quality, focused, and professional service, ensuring that your time is respected and your concerns are addressed in a dedicated setting. The business hours are Monday through Friday from 11:00 am to 7:00 pm, with the office closed on Saturdays and Sundays. It is worth noting that some sources indicate a 24/7 availability for initial consultations, which speaks to a high level of responsiveness for potential new clients.

Services Offered

• Tax Preparation and Law: Peter Mertz offers a full range of tax-related services, leveraging his CPA expertise. This includes individual tax preparation, corporate tax help, and handling various tax issues and tax law matters. The dual license allows for a holistic approach to tax-related legal challenges. He also provides bookkeeping services, sales tax preparation, and quarterly tax preparation for businesses and individuals.
• Estate Planning: The firm provides comprehensive services for estate planning, including the creation of wills, trusts, and other essential documents. This also encompasses wills probate, revocable trusts, and the role of an estate attorney to help clients protect their assets and ensure their wishes are carried out.
• Bankruptcy Law: For individuals and businesses facing significant financial distress, Peter Mertz provides debt relief solutions and representation in bankruptcy proceedings. His services are designed to help clients navigate these difficult times and find a path toward a fresh financial start, covering different types of bankruptcies such as Chapter 7, Chapter 11, and Chapter 13.
• Real Estate Law: Peter Mertz assists clients with a variety of real estate matters. This includes legal support for real estate law, residential and commercial closings, selling property, and drafting property leases. His expertise helps to streamline the often-complex process of property transactions.
• Business and Contract Law: The firm offers legal guidance for businesses, from contract law and corporate law to general business law. He provides legal services to help businesses with their day-to-day operations and significant transactions, including LLC filing and assistance with trademarks and copyrights.
• Financial Planning: Leveraging his expertise as a CPA, Peter Mertz offers financial planning services to help clients manage their assets, plan for the future, and make sound financial decisions.

Features / Highlights

• Dual CPA and Attorney Qualification: This is a significant feature that sets Peter Mertz apart. The ability to provide both legal advice and accounting expertise in-house allows for a more integrated and efficient approach to cases involving both tax and legal issues, from estate planning to business matters.
• Comprehensive Service Offering: The firm covers a wide range of interconnected legal fields, including tax, bankruptcy, estate planning, and real estate. This allows clients to address multiple financial and legal concerns with one trusted professional.
• Personalized, Passionate Service: Clients have noted that while Peter Mertz can be intense, his passion for his work is clear. He is described as a professional who genuinely cares about his clients and their success, a quality that fosters trust and a strong working relationship.
• Accessible and Professional Environment: Located in a convenient Manhattan location and operating on an appointment-recommended basis, the firm is structured to provide a professional, focused, and comfortable setting for clients to discuss sensitive legal and financial matters.
• Over 36 Years of Experience: Since being established in 1979, Peter Mertz has built extensive experience in providing legal and financial services, offering clients the benefit of his long-standing expertise.

Contact Information

Address: 226 E 85th St, New York, NY 10028, USA

Phone: (212) 737-8588

What is worth choosing

For New Yorkers seeking a legal professional, the choice of who to work with is crucial, and Peter Mertz, CPA and Attorney, presents a compelling case. The most significant factor that makes him worth choosing is his unique combination of expertise as both a Certified Public Accountant and an attorney. This dual qualification means that he doesn't just address the legal aspects of your case but also understands the intricate financial and tax implications. For matters like estate planning, business law, or real estate transactions, this integrated perspective can save clients time and money by providing a more complete and strategic solution from the outset. Rather than needing to consult with separate legal and financial professionals, you can rely on one expert who can see the whole picture. The firm's diverse service offerings further enhance its value. Whether you need a tax preparation service to file your annual returns, a lawyer to help with a real estate closing, or an attorney to guide you through a wills and trusts process, Peter Mertz is equipped to handle these interconnected needs. Clients have consistently praised his dedication and knowledge, noting his passion for his work. One client remarked that despite his intensity, "he genuinely cares and is knowledgeable in his field." This feedback highlights a crucial quality: a commitment to achieving the best possible outcome for his clients. The personalized, appointment-based approach ensures that when you meet with him, you have his full and undivided attention, allowing for a more thorough discussion and a more effective strategy. Located in a central and easily accessible part of Manhattan, the firm also provides a convenient meeting place for busy New Yorkers. Finally, the firm’s long-standing history, since 1979, speaks to its reliability and proven track record in serving the New York community. Ultimately, choosing Peter Mertz means selecting a professional who brings a comprehensive, passionate, and strategic approach to your legal and financial matters, offering a level of service and expertise that is rare to find in one individual.

Peter Mertz, CPA and Attorney

226 E 85th St, New York, NY 10028, USA