Our firm primarily serves the East End of Long Island. We provide a variety of services for individuals, partnerships, trusts, estates, and corporations.  These services include tax preparation and governmental agency compliance reporting, along with planning and forecasting for taxes.  We prepare compiled financial statements and business valuations for succession, planning and estate purposes.  Our firm also provides a variety of bookkeeping services for all levels of client expertise.   For business clients we handle the sales tax, excise tax, payroll tax and other recurring tax compliance needs in addition to annual income tax returns.  We prepare compiled financial statements for businesses, nonprofits and individuals.  Computer training; pricing; cost analysis; budgeting are some of the additional services we offer our clients.  We help you measure, adjust and move forward with your goals. The hallmark trait we pride ourselves on is the ability to provide individualized services to meet your business and personal requirements in these rapidly changing economic times.  Energy credits, rebates and the greening of your business; working with you to get the loans you need while helping you manage debt; helping you look at trends in your business and industry.  These are just some of the ways we work with you toward reaching your financial goals.

We offer the following services: Tax Accounting Business Bookkeeping & Compliance Services Business Valuation Financial Advising Management Advisory Services Estate & Retirement Planning Non-Profit Advisory Services