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With over 30 years of combind experience in individual and business income taxes, we will provide you with help and answers in the ever-changing world of Taxation. We believe that your needs come first and we pride ourselves on prompt and accurate responses to all concerns and questions.

We handle the preparation of your Income taxes for you.

We monitor all tax changes and assure that no eligible deduction goes unclaimed.

We can prepare income tax returns for you no matter which state you need to file in. We continue to prepare taxes for many of our clients who have moved out of the area but who want to take advantage of our long term relationship with them.

We are always available to offer you personal advice on any financial events that may occur such as the purchase of a home, the positives and negatives of an automobile purchase vs. lease, or any other question that impacts your finances.

In the event that your financial circumstances change due to retirement or any other reason, we are available to project your subsequent year's taxes and plan accordingly.

We respond to any notices you may receive from the IRS or any State Government

We represent you if you should be audited by the Internal
Revenue Service or State governments

Should you have a business which you are operating, we can assist you with planning and record keeping. We are conversant with all aspects of Quickbooks and can provide you with training, if necessary. We prepare all business taxes and payroll tax reports.

Estates and Trusts:
Our experience extends to estates and trusts. In the unfortunate situation where a loved one dies, or in the event that financial planning leads you to form a trust, we are here to assist you in all tax related matters of estates and trusts.

Financial Planning:
We are available to provide you with a wide range of financial planning including:

Tax Planning
Investment Planning
Retirement Planning
Estate Planning


Contact us now for more information:




365 ROUTE 304, SUITE 202, BARDONIA, NY 10954

845-623-4500 · fax: 845-623-3064