We are experienced in business, individual, estate, trust, and state & local tax filings. We handle tax controversy issues, representing clients in front of the IRS and state tax agencies. We are resources for our clients at all stages of their life. We advise on topics including business transactions, business succession, insurance, and retirement planning.
Services
Accurate and timely financial statements are critical to every owners' ability to operate their business and make important decisions. We work with our clients and their teams to implement accounting best practices that lead to healthy financial statements. Our team performs periodic assessments and monitors key performance indicators to ensure clients are on track to succeed.
We are a boutique accounting firm offering advisory and tax services to closely held businesses in the tri-state area. Our firm has over three decades of experience providing professional, personalized services to clients across multiple industries. Every business should have an accountant who acts as a partner in its success - we strive to be that resource.
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