Tax Preparation & planning

We view our client relationships as ongoing partnerships, and we pledge to provide you with quality, up-to-date tax return preparation and planning. Whether it’s personal or business, our CPAs thoroughly review your tax return to ensure accuracy and mitigate any issues. With us you get the support and experience required to guarantee compliance with tax laws and the accuracy of your tax data. Let us assist you with:

  • 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.
  • Pay for your child's college education by accurately estimating the amount of money you'll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.

Real Estate Audit

Co-ops and condos have become a specialty for our  practice. We have a decided edge on the rapidly expanding co-op and condo market. We use our experience and talents to bring the best possible perspective to the financial problems of co-op and condos. Stockholders, creditors and private investors often need assurance that the financial statements accurately represent the true position of a company.

An Audit allows you to...

  • Satisfy stakeholders such as employees, customers, suppliers and pressure groups, as well as the investing community, as to the credibility of published information.
  • Facilitate the payment of corporate tax, goods and services tax, and other taxes on-time and accurately, thereby avoiding interest, penalties, and investigations.
  • Comply with banking covenants.
  • Help deter and detect material fraud and error.
  • Facilitate the purchase and sale of businesses.

Accounting Service

As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.

Each month or quarter we'll do the following things for you...

  • Reconcile your bank account
  • Generate an income statement 
  • Generate a balance sheet
  • Clean up your general ledger
  • Provide unlimited consultations

Financial disclosure

Presenting a professional and attractive appearance  for your company's financial statement is as important as determine that the information contained within is accurate and up-to-date. Our internal control procedures ensure that each financial statement issued has been throughly reviewed for content and design. By adhering to strict firm guidelines, we are able to avoid embarrassing mistakes that could delay the smooth running of your business.

Tax Resolution Services

Nothing strikes fear into the taxpayer’s heart more than a notice from the Internal Revenue Service. Our tax resolution experts work with you to collect all the needed information and communicate with the tax authorities on your behalf. 

  • Tax audits: IRS, NYS, NYC, and Labor
  • Payment plans
  • Offers in Compromise
  • Fresh Start Program

Computer system

Computers are one of the greatest assets in todays's business world, but the rapid development of the new software and equipment makes it difficult to determine what is the best for your business. Our firm stays on top of this ever-changing technology. We are able to discuss your computer capabilities and guide you in the direction that will help you maintain your competitive edge.