We are a small, friendly yet professional accounting firm located in Mount Kisco, NY, providing tax and accounting services, as well as fee-only financial planning, to individuals and small business owners, serving Mount Kisco, Bedford, Chappaqua, Katonah and the surrounding area.
We place a high value on the relationships we have with our clients and we get tremendous satisfaction from helping people understand and simplify their financial matters.As CPAs and Certified Financial Planners, we offer tax and financial planning services under one roof. Our clients choose the level of service they want, from tax return preparation to more involved financial planning.
We place a high value on the relationships we have with our clients and we get tremendous satisfaction from helping people understand and simplify their financial matters.As CPAs and Certified Financial Planners, we offer tax and financial planning services under one roof. Our clients choose the level of service they want, from tax return preparation to more involved financial planning.
Services
We are CPAs and Certified Financial Planners who provide tax services, accounting services, and financial planning for both individuals and small business owners. We are located in Mt Kisco, NY, and we proudly serve Westchester and the New York Metro Area. We combine professional competence with a down to earth style to offer a rare level of personalized service.
Whether you are looking for tax strategy and financial planning or just a professionally prepared tax return, our team of CPAs and Certified Financial Planners is ready to help. We are based in Westchester and proudly serve clients throughout the New York metro area. The first meeting with be a general review of both your financial and tax situation.
During our first meeting, we become acquainted with your overall financial and tax situation. This allows us to look for opportunities to save taxes for you not only on this year's return but in the future as well. When we review your tax records, we look for every legal way to reduce your tax burden while avoiding scrutiny from the tax authorities.
Tax planning could simply be just a tax projection so you know what to expect when your return is prepared. Our professional staff consists of CPAs and Certified Financial Planners so we are uniquely qualified to look at the whole picture. Many of our tax planning clients also become financial planning clients at Main Street Financial, a related company.
As independent and objective professionals, we can assist you in evaluating new business opportunities. We will guide you in putting together all financial planning pieces of your business plan or just double check what you already have. We look at your business forecasts, tax laws and your personal situation to help you choose whether to operate as a sole proprietorship, partnership, corporation, or LLC.
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