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

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

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