Our Services

Our services include:

 *      Income Tax Preparation

             *   Individuals, Businesses, Trust and Estate, Not-for-Profits, Federal and all States' Tax Returns

 

 

 

 

 

 

 

 

 *      Monthly Accounting Reporting

              *Financial Statements, Account Reconciliations, Compilations & Reviews

 *      Payroll Processing

              *  State of the art preparation of payroll with on-line convenience for employers.

 *      Income Tax Resolution Services

                   *  Letters from the IRS or NYS regarding tax penalties, levies, garnishments or more?  We can help.  We are local, professional, confidential and we get results.

 *      Fiscal Physical - How much is your business worth?

                   *  Before you sell or refinance your business, come to us for a comprehensive review and analysis of your business for your location, your type of business, your projections.

 *      FAFSA Preparation

                  *   College is expensive!  All Financial Aid is determined through the FAFSA - if completed incorrectly, your student could lose aid.  Our experience in FAFSA preparation can guide you for a better financial aid package.

 *     8 Wealth Management Issues

                  *  Comprehensive financial review for you and your family in these areas:

                                        Retirement Planning

                                        Family Risk Management (Insurance)

                                        Education Planning

                                        Investment Strategies

                                        Business Investment Planning

                                        Legacy and Estate Planning

                                        Special Situation Planning 

                                        Cash Flow and Debt Management

   *    New Business Orientation                                    

                 *  Starting a new business?  Our services can assist you in setting up your financial records, tax reporting, and more to get off on the right foot!  We welcome entrepreneurs!