We are a full-service Accounting firm. We are affordable, experienced, and friendly. Protecting your personal assets has never been more important. Our accounting services safeguard you and your family and optimize all your hard-earned dollars. Don't pay more in taxes than you have to! Take full advantage of all deductions and credits with our tax planning, compliance, and preparation services.
Services
We'd like to provide you with an opportunity to get to know our staff as well as our firm's values before you come to see us. The following pages should give you an idea of what we're all about. We hope you enjoy them! Our firm provides outstanding service to our clients because of our dedication to the three underlying principles.
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth. The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.
Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
When it comes to paying employees, laws and the IRS have made the payroll function a time consuming nightmare for the small business owner. Small business owners spend an average of eight hours a month performing payroll functions. That's 12 full days a year that could be spent generating sales, prospecting new business opportunities, improving products or services, or servicing customers.
Reviews (2)
Michael Slatkin
Jul 15, 2018
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I work in advertising and Sergio's been doing my taxes for the past six years or so and I couldn't be happier.
He's helpful and knowledgeable, full of advise when I need it. If it wasn't for Sergio, I wouldn't be living in the home I own today. He was the one who looked at my finances and said I really needed to 'buy' as a matter of practical financial sense. It was an invaluable recommendation that changed my life. I trust him completely and wouldn't think to go elsewhere at this point.
Over the years I've referred family, my girlfriend and many other friends and coworkers. No one's had a negative
He's helpful and knowledgeable, full of advise when I need it. If it wasn't for Sergio, I wouldn't be living in the home I own today. He was the one who looked at my finances and said I really needed to 'buy' as a matter of practical financial sense. It was an invaluable recommendation that changed my life. I trust him completely and wouldn't think to go elsewhere at this point.
Over the years I've referred family, my girlfriend and many other friends and coworkers. No one's had a negative
Andrew Holland
Jul 20, 2017
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I’m an independent contractor in the entertainment industry. Whenever tax time rolls around, I wouldn’t know how to begin to file without Sergio. In the last ten or so years he’s been taking care of me, I’ve never second-guessed his instincts. He’s a total pro, easy to be around and most importantly, I trust him. It’s never crossed my mind to work with anyone else.
If you’re looking for someone new in your tax corner, you oughta give Sergio a call and see how it goes… you won’t regret it!
If you’re looking for someone new in your tax corner, you oughta give Sergio a call and see how it goes… you won’t regret it!
