PHONE (914) 245-7001 FAX (914) 206-4320
SERVICES
TAXATION AND PROBLEM RESOLUTION
Individual Federal and State Income Tax
Corporate, Partnership, Limited Liability Company Federal and State Income Tax
Trust Estate and Gift Tax
Nonprofit Tax
Non-Resident Income Tax
Sales Tax
Payroll Taxes
1099’s
BUSINESSES AND INCORPORATIONS
Incorporation and entity selection
Filing startup paperwork
Federal and state tax ID applications
Tax planning advice
QuickBooks set up and installation
Payroll services
FINANCIAL PLANNING AND RETIREMENT SERVICES
529 College Saving Plans
FAFSA Forms
College Tuition Tax Benefits
1098 Tuition Forms
401k Plans
Traditional / Roth IRA’s
Gift Tax
Charitable Contributions
Social Security Benefits
Tax Planning
Wills and Living Wills
BOOKKEEPING AND QUICKBOOKS SERVICES
Year round tax planning
Financial statement preparation
Set-up and installation of QuickBooks
QuickBooks training
Ongoing QuickBooks support
QuickBooks file clean up
MANAGEMENT ACCOUNTING
We stay up-to-date on all the regulatory and legislative developments so you don’t waste time and energy trying to make sense of all the accounting complexities. Contact us today and see how we can help you.