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Services

Our firm offers a wide range of services to our individual and business clients.  Because our firm is relatively small, our clients benefit by getting personalized, quality service.  With many years of experience advising individuals and businesses from start-ups to established enterprises, we strive to be a trusted partner in your business and personal financial needs.  Below is the list of services that we offer our clients.  If you don’t see a service listed, we would be happy to refer you to a qualified professional.

But our dedication to you doesn't stop after April 15. All through the year, we keep up to date on current tax laws to minimize your tax liabilities and to maximize your future opportunities.

Our professional services include:


Tax Services

  • Investment Consulting
  • Financial Planning to Achieve Specific Goals
  • Retirement Planning
  • Estate and Business Succession Planning
  • Insurance Consulting

Auditing Services

  • 401(k) plan audits

Accounting Services

  • Accounting Services
  • Financial Statement preparation
  • Reviews and compilations
  • State & City Returns

Consulting Services

  • Accounting Services
  • Financial Statement preparation
  • Reviews and compilations
  • State & City Returns

Other Services

  • Trustee Services,/li>
  • Financial Planning

Information Request for Services Listed Above