We use the same financial philosophy for individuals as we would for a business. We go beyond just preparing your personal tax returns by evaluating your current financial status, identifying the strengths and weaknesses, and by making suggestions. We assist you in defining your financial goals whether it be for retirement, college savings, or for any short or long term financial goal. We facilitate in evaluating business opportunities for our individual clients. We are sensitive to what banks and other financial lenders are looking for in a customer and therefore we work closely with them and help you fortify strong relationships. Most of all we thoroughly believe in forecasting your financial needs so that you are way ahead of the curve and your competition.
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More Business Info

The realization of your idea is our purpose

Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Services/Products
  • Bookkeeping Services
  • Accounting & Auditing Services:
  • Bookkeeping & Auditing Services
  • Business Asset Auditing
  • IRS Audits & Negotiations
  • Investment Planning
  • Business Consultants
  • Financial Planning
  • Investment Services
  • Corporate Tax Return Preparation
  • Tax Consulting
  • Individual Tax Return Preparation
  • Sales & Payroll Tax Services
  • Individual & Business Tax Planning & Preparation
  • Business & Management Consulting
  • Business Tax Return Preparation
  • Taxation:
  • Business Accounting
  • Accounts Payable & Receivable
  • Individual & Corporate Tax Planning & Preparation
  • Irs & State Audit Representation
  • Tax Planning
  • Tax Return Preparation
  • Financial planning services
  • Auditing
  • Compilations of Financial Statements
  • Bookkeeping
  • State Tax Returns
  • Federal Tax Returns
  • Management Consulting Services
  • Financial Planning Services
  • Audits
  • Reviews
  • Website:
  • Business Planning
  • Investment Research
  • International Taxation
  • Asset Management
Neighborhoods
Westerleigh, North Shore
Accreditation

Member of AICPA, NYSSCPA, IBBA, Series 6 Registered Rep.

Categories
Financial Planning Consultants, Accountants-Certified Public, Accounting Services, Financial Planners, Financial Services, Tax Return Preparation
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