How can we help.
After an analysis of your needs, we'll work with you to determine which services are necessary and worthwhile for reaching your goals.
How can we help.
After an analysis of your needs, we'll work with you to determine which services are necessary and worthwhile for reaching your goals.
WHAT WE DO
Our services
Tax Preparation
Individual & Corporate. We analyze and review the tax structure of every individual and corporation. Each situation is different and gets the detail and attention needed to maximize all available tax benefits.
Business & Financial Planning
With careful review of each situation, we help clients plan for the present and the future to ensure financial success.
New Business
Start-Ups
Your future starts here! We help you get approval for the corporate structure that fits your needs and complete all Federal and NYS incorporation paperwork. Once your corporate book is done, you're good to go.
Bookkeeping
Monthly reconciling is important for any business to ensure accuracy in cash flow. We keep your books clean and current.
Payroll Services & Compliance
Payroll services sized for your small business. We file all quarterly and annual Federal and State forms for compliance.
Sales Tax Compliance
With so many changes in retail, it's important to be registered with NYS and to file accurately and on time. We can help you with that.
IRS & State Tax Resolution
We will always do our best to resolve any Federal or State inquiry brought to our attention.
Financial Consulting
Over the years we've built relationships with knowledgeable, respected financial consultants. For short- or long-term financial planning, just ask and we'll guide you to the right person.
Estate Services
Planning for your family's future can feel overwhelming. We have access to diverse estate planning professionals who can help make it a smooth process.
College Aid Applications
College planning starts early in high school. We assist with the FAFSA application and most other college forms.
Authorized IRS
e-file provider
We are authorized by the IRS and many states to e-file tax returns, the fastest and most secure way to file and get your refund.
WHAT WE DO
Our services
Tax Preparation
Individual & Corporate. We analyze and review the tax structure of every individual and corporation. Each situation is different and gets the detail and attention needed to maximize all available tax benefits.
Business & Financial Planning
With careful review of each situation, we help clients plan for the present and the future to ensure financial success.
New Business Start-Ups
Your future starts here! We help you get approval for the corporate structure that fits your needs and complete all Federal and NYS incorporation paperwork. Once your corporate book is done, you're good to go.
Bookkeeping
Monthly reconciling is important for any business to ensure accuracy in cash flow. We keep your books clean and current.
Payroll Services & Compliance
Payroll services sized for your small business. We file all quarterly and annual Federal and State forms for compliance.
Sales Tax Compliance
With so many changes in retail, it's important to be registered with NYS and to file accurately and on time. We can help you with that.
IRS & State Tax Resolution
We will always do our best to resolve any Federal or State inquiry brought to our attention.
Financial Consulting
Over the years we've built relationships with knowledgeable, respected financial consultants. For short- or long-term financial planning, just ask and we'll guide you to the right person.
Estate Services
Planning for your family's future can feel overwhelming. We have access to diverse estate planning professionals who can help make it a smooth process.
College Aid Applications
College planning starts early in high school. We assist with the FAFSA application and most other college forms.
Authorized IRS
e-file provider
We are authorized by the IRS and many states to e-file tax returns, the fastest and most secure way to file and get your refund.
INDUSTRY EXPERTISE
Who we work with
From sole proprietors to established corporations, we understand the industries our clients work in.
Not sure which service you need?
With a thorough review and consultation, we're sure our tax, accounting, and consulting specialties can help you.