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Taking Your Business to
the Next Level

Achieve your goals with personalized tax preparation and business services.

Services

Individual Tax

We can help you with a hassle-free tax preparation. Get expert guidance on compliance, records, and audit preparation. 

Business Tax

We can help you achieve tax efficiency in your business. We stay up to date on the changing landscape so you don't have to.

Accounting

Outsourced accounting solutions to quickly scale up your back-office capacity. 

Business Advisory 

Advisory services for new and expanding businesses, providing actionable insights to solve business issues and strategize for future growth.

What sets us apart

We’re motivated by every opportunity to work as your financial partner throughout the various stages of your life, from growing your business to raising your family to retirement planning.

Our goal is to provide holistic personal and business advice which reflects our years of combined service experience as one of the most highly regarded, full-service accounting, advisory, and wealth management firms in New York, serving clients here and throughout the U.S.

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