01 CLIENT SERVICES


Our firm offers a wide range of services to our individual and business clients. We offer our clients personalized quality service. Below, we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.


  • Tax Preparation for Individuals and Entities
  • Tax Planning
  • Estate & Trust Tax Preparation
  • IRS, State and Local Representation
  • Tax Resolution Services
  • Financial Statement Preparation
  • Business Consulting
  • Business Entity Selection
  • Bookkeeping/Write Up
  • Payroll Services
  • Sales Tax Services
  • Insurance Audits

01 CLIENT SERVICES


Our firm offers a wide range of services to our individual and business clients. We offer our clients personalized quality service. Below, we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.


  • Tax Preparation for Individuals and Entities
  • Tax Planning
  • Estate & Trust Tax Preparation
  • IRS, State and Local Representation
  • Tax Resolution Services
  • Financial Statement Preparation
  • Business Consulting
  • Business Entity Selection
  • Bookkeeping/Write Up
  • Payroll Services
  • Sales Tax Services
  • Insurance Audits

02 ACCOUNTING SERVICES


Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day- to-day tasks associated with bookkeeping.

03 CONSULTING SERVICES


Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company...) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company. We will work with your attorney coordinating their legal recommendations in choosing the entity with our knowledge as to the entity type that best suits your tax needs.


04 TAX SERVICES


Tax Resolution Services

Our accounting team assist Taxpayers owing back taxes or are delinquent in tax filing with getting into compliance. Our Accounting staff researches all programs available, utilizing those that best suit the client's needs. In addition, our team assists in establishing payment plans where required.


Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. Our Accounting team will work with Client's' attorneys handling the legal issues, we can provide assistance in guiding you through the complex process of getting your financial affairs in order. Our Accountants work with attorneys all the time.


Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner. In doing so, we explore the benefits of using third party payroll services and help with finding the right professional to guide you through the complex compliance issues that affect all employers.


Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different localities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner. In addition to assisting in sales tax preparations, we can provide guidance on all compliance issues pertaining to sales and use tax.


Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.


Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts and estates. Through the use of these resources and an annual tax organizer, we make the process of filing your returns as efficient and EASY as possible.


IRS, State and Local Representation

During our years of experience dealing with many tax authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state local tax agencies.


Track your tax return through the IRS website.


Income Tax Refund Status for New York


Home of the IRS on the Web. The IRS has definitely done a nice job on their Website.


New York Department of Revenue

☏ (718) 263-4000