The vast majority of Americans overpay taxes, a large amount of small businesses fail within the first several years, and financial freedom or even retirement is an unrealistic expectation for most Americans. These simple yet powerful facts highlight the growing need for a one stop Financial Services shop to provide solutions to address these client needs in an efficient, expedient, and cost-effective manner.
We build the bridges that allow our clients to reach their financial destination while providing the necessary guidance to help them succeed along their financial journey.
Our firm provides quality and affordable Accounting, Tax, and Advisory services across a multi-functional business solutions platform directly to clients in our Westchester office and online throughout the country. Our breadth of services coupled with our ability to deliver these services efficiently at an affordable price point sets us apart from any other provider in the Financial Services industry. This allows our firm to extrapolate synergies, reduce inefficiencies, and accelerate growth for our clients.
We are proud to serve our community by offering a complete platform of synergistic Financial Service solutions to both Individuals & Businesses. Our team's years of combined experience advising a vast range of clients from Blue & White Collar Workers, Small & Mid-Sized Business Owners, Fortune 500 Companies & High Net Worth Individuals has taught us what best practices and systematic steps must be taken in order to achieve paramount financial success. We utilize this wealth of experience to advise our clients and guide them toward achieving success at their desired level.
Our firm is built on the cornerstone of professionalism and integrity, through which we continue to generate trusted relationships with our clients.
We believe in taking a holistic approach to business and provide expertise from all areas of the Financial Services industry. We have formed strategic partnerships with complementary service providers that provide best-in-class services for those seeking a complete multidisciplinary experience.
We have incorporated the latest technologies and business systems into our operations which allows us to provide services direct from our offices and across the country through our encrypted web-based video conferencing client portal.
We look forward to serving you, your family, and our communities.
Our firm offers the full spectrum of the most important Financial Services that you, your family, and your business need to achieve financial success. We provide these services directly to you in our offices or online through our web based video client portal. We also provide custom solutions and work with a series of industry experts to provide additional services to help you meet all of your financial objectives.
Promotions & Newsletter
Please see our list of current promotions, offers, referral programs, and job opportunities. You can always count on us to deliver value and savings in many forms.
Our firm is built on the cornerstone of professionalism and integrity. We are driven by our Mission, our Promise, and our Core Values. Our most valuable asset is our people, and we are proud to bring you a team of experts who are dedicated to help you achieve all of your financial needs.
We have compiled a variety of free resources to assist you in creating your path to financial success. Please let us know when you are ready for us to show you how we can help you turn these calculations into a reality.
Areas of Practice
Estate, Trust, & Non-Profit Tax
Audits, Reviews, and Compilations
Litigation Support & Forensic Accounting
Real Estate Services
Transaction Advisory Services
Divorce & Matrimonial Services