Individual Tax Services
We believe there's more value in providing ongoing strategies for holding onto as many of your financial resources as possible, rather than just preparing your tax return. We offer a full complement of tax-planning and consulting services designed to help you meet your personal financial objectives. We will work closely with you to develop an effective plan for reducing the amount of taxes you pay over time.

Our individual tax-planning services include:
• Individual Federal, State and City return preparation
• Projections of your current tax liabilities and cash flow needs
• Analysis of the tax aspects of your investments
• Personal finance planning
• Family income-splitting
• Planning for retirement, including plan distributions

  Business Tax Services
Knowing your business, understanding your expectations,
anticipating problems, and proposing solutions to help you achieve your goals, while effectively addressing your tax-related issues, is a priority for us. History has taught us that integrated business tax consulting services provide greater efficiency and effectiveness for our clients. We combine our collective industry knowledge and experience so we can offer you exceptional ideas, problem solving, and developments related to your particular areas of interest.


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  Our federal services include:
Organization: We will help you decide which is the best structure for your business whether it's to incorporate, form an LLC, or Partnership and how to properly and compliantly complete the organization process. (Includes Not-for-Profits as well).

Tax Planning: Our tax planning experts can help minimize your personal and business tax liabilities.

Return Preparation and Compliance: We are your source for a complete range of business tax preparation and compliance services and tax experts specializing in S Corporations, C Corporations, partnerships,
and consolidated returns. You can expect our tax consultants to be on top of all legislative requirements and changes.

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