We specialize in services for individuals and small to medium-size closely held businesses.

Our services include:

  • Preparation of Individual Federal, State and City Tax Returns
  • Electronic Filing Available
  • Tax planning and Tax Savings Ideas--Individual & Business
  • Tax audits and reviews
  • Preparation of Corporate and all other types of Income Tax Returns
  • Personal Financial Planning
  • Estate Tax Planning
  • Use of Family Limited Partnerships
  • Monthly, Quarterly and/or Annual Financial Statement Preparation

Out-Sourced Accounting/Bookkeeping Services:

  • Bank Reconciliations
  • Accounts Payable
  • Payroll and Payroll Tax Returns

Business Consulting Services:

  • Planning for Growth and Succession
  • Advisory Boards
  • Profit Enhancement Services
  • Strategic Planning
  • Business Plans
  • Capital and debt financing
  • Business Valuations