Tax Preparation & Planning

We provide accurate and thorough tax preparation for individuals, joint filers, and businesses, including multi-state filings when needed. Our approach combines careful compliance with proactive tax planning, helping you manage estimated payments, reduce overall tax liability, and avoid unexpected issues throughout the year.

Accounting & Bookkeeping

Our accounting and bookkeeping services are designed to keep your financial records clear, accurate, and up to date. From monthly bookkeeping and reconciliations to financial statement preparation and payroll support, we help ensure your business runs smoothly with reliable financial data you can trust. We also assist with QuickBooks setup and ongoing training.

We offer experienced representation for clients facing IRS and New York State tax matters — including audits, unfiled returns, tax liens, levies, and wage garnishments. We work directly with the IRS and the New York State Department of Taxation and Finance to pursue installment agreements, offers in compromise, penalty abatement, and other practical relief options, including appeals and Collection Due Process hearings, so you can move forward with confidence.

Business Advisory & Financial Services

Our advisory services help business owners make informed financial decisions and plan for long-term success. We provide strategic guidance on entity structure, cash flow management, budgeting, forecasting, and valuation, giving you clearer insight into your business performance and growth opportunities.

Estate & Trust Tax Services

We deliver specialized tax preparation and planning services for estates, trusts, and beneficiaries. Our team helps ensure proper filing, compliance, and thoughtful planning around inheritances and gift considerations, while minimizing tax exposure and administrative complexity.

Compliance & Consulting

Our compliance services help businesses stay aligned with regulatory and reporting requirements. We assist with ongoing obligations such as sales tax, information returns, payroll-related filings, and entity formation, helping you meet deadlines and reduce the risk of penalties or oversight.