Phone: (212) 269-8628 | Address: 15 Maiden Ln # 500, New York, NY 10038

Our Services

Our firm offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. Here are some of the services that we offer to our clients along with a brief description. Feel free to inquire about a service if you do not see it listed.
Tax Preparation and Consulting Services

Whether it be individual income taxation, multi-state entity taxation,  corporate, partnership, estate and trust taxation, we can be of service.  Our firm's 95 year history has led us to see a diverse set of complex tax matters that puts our experience unparalleled.  We can solve your tax issues, and plan for the future.

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Strategic Business Management Advisory Services

We can assist your company to create a strategy for rapid growth, obtain financing, advise on mergers, acquisitions, spin-offs, sales of business interests, consolidations and troubled entities,  and overseas expansion.  We have excellent relationships with major lending institutions, law firms, valuation consultants, and other financial professionals.

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Our staff are kept current on recent Financial Accounting Standards Board (FASB) pronouncements called Accounting Standards Updates (ASU's), and have extensive knowledge of Generally Accepted Accounting Principles. We can provide you with guidance on all accounting matters including: Audits Reviews Compilation and Preparation of Financial Statements Disclosures Proper Recording of Transactions

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Financial and Estate Planning (Trustee Services)

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all

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Sales Tax Consulting

State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

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Phone: (212) 269-8628 
Address: 15 Maiden Ln # 500, New York, NY 10038
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