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If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. We are experienced and we're friendly. Please call us for a complimentary initial consultation.
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Our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, maximization of business selling price for public and/or private equity, IRS problem resolution, estates and trusts, business formation, financial planning and investment analysis, including guaranteed annuities and life insurance contracts. We will structure your Company's Pension Plan, buy/sell agreements and plan for estate tax liquidity needs.
Additionally, a major division within our firm is a leader in the governmental auditing and consulting field.
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Our firm's reputation for providing quality service reflects the high standards we demand of ourselves. All of our CPA's hold valid N.Y.S. CPA certificates and our principal is an investment advisor registered with the SEC. He is also licensed by the State of N.Y. Insurance Department. Our high standards, responsive service and specialized staff spell the difference between our firm and the rest.
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Reduce your taxes... Make better business decisions... and learn how to grow your wealth by reading our Free Reports on financial strategies for business owners, individuals, and investors. You also get the latest breaking tax saving strategies in our monthly newsletter. | | | |
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Balance your checkbook, save for college educations, check the current tax rates, tax due dates, when you'll get your tax refund, incorporate your business, get the latest version of QuickBooks, securely send us your accounting files, pickup a previous years tax returns, or simply pay our fees online.
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