Weekend hours by appointment
277 Willis Ave, Roslyn Heights, NY 11577
We are a full-service accounting & financial services firm.
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A powerful team of accountants &
management consultants
What we doContact us
A powerful team of accountants
Individual Services

Our individual services include Estate Planning, Real Estate, Retirement Planning & Financial Planning.

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Business Services

We offer a broad range of business services such as entity formation, strategic planning, cash flow management & CFO-on-the-go services.

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Quickbook Services

We offer setup & tune-up services for QuickBooks for small businesses & individuals.

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Tax Services

As an accounting firm, we offer the following tax services: Tax Planning, Tax Preparation & Tax Issue Mediation.

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Tax Planning For Small Business Owners

Many small business owners ignore tax planning. They don't even think about their taxes until it's time to meet with their accountants, but tax planning is an ongoing process and good tax advice is a valuable commodity.

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Tax Savings Strategies: A Helpful Checklist

This Financial Guide provides tax saving strategies for deferring income and maximizing deductions and includes some strategies for specific categories of individuals, such as those with high income and those who are self-employed.

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Evaluating Your Market: A Basic Review

Market evaluation is the most critical element of successful business planning. It provides the basic data that will determine if and where you can successfully sell your product or service and how much to charge.

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Your Retirement Plan: How To Get Started:

To enjoy your retirement years, you need to begin planning early. This Financial Guide provides you with the information you need to get started on this important task.

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Seasoned mix of accounting professionals & management consultants
25+ years of experience.

"Andrew & his dedicated staff have been instrumental to the growth of my business." 

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Latest Blog News

Tax Relief for Victims of Hurricane Harvey

The IRS offers tax relief to affected taxpayers (individuals and businesses) in any area designated by the Federal Emergency Management Agency (FEMA), as qualifying for individual assistance and is part of a coordinated federal response to the damage caused by severe storms and flooding and is based on local damage assessments.

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Seven Facts About Dependents & Exemptions

Some tax rules affect everyone who files a federal income tax return. With that in mind, here are seven facts about dependents and exemptions that taxpayers should know about.

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