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Servicing individuals, closely held businesses and not-for-profit organizations. . .

Our Services

We offer a broad range of accounting and financial services. Please call or email us for specific information.

Among the services that we provide are:

> Tax planning
> Tax return preparation
> General financial planning and consultation
> Review of tax and financial implications of planned business decisions or major purchases -- eg: car leasing v. buying; home purchase, remortgage, sale
> Preparation and representation with regard to unfiled tax returns
> Representation before the IRS or New York State

> Preparation and interpretation of financial reports
> Assistance in securing loans
> Developing formats for periodic reporting; review, analysis and discussion of the operations of the business
> Full accounting service, including meetings -- monthly, quarterly, annually or on a call us when you need us basis
> Full compliance -- maintenance of general ledger, preparation or review of payroll taxes, etc.
> Continuing, mid and end-of-year tax planning and tax monitoring
> Preparation of corporate, S-Corp., partnership, fiduciary or tax exempt tax returns
> Representation before the IRS or New York State in routine or out-of-the-ordinary inquiries, examinations or audits
> Consultations &/or negotiations with respect to the purchase or sale of a business; the joining or leaving of a partner or any other business transition
> New business start-ups
◦ Set up of books and records
◦ Recommendation and implementation of computer systems

    Our Expertise

    Please contact us for information about our service expertise.

    • The Closely Held Business -- C Corp., S Corp., LLC
    • The Not-for-Profit Organization

    Clients and Affiliates

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