Tax Minimization Strategies & Preparation

Personalized and expert tax service for your Individual and Corporate needs.

Individual Service

We take the time to go through the papers with you and help you understand the process for your best accounting experience

3 levels of service choose your desired level of service


Individual service levels with preset fees
  • -Individual tax returns
  • -Foreign bank account reporting
  • -Foreign income reporting
  • -Tax reduction planning
  • -Tax payment budgeting
  • -Retirement account benefits
  • -IRS audit representation
  • -NYS audit representation
  • -Tax notice assistance
  • -Estimated tax planning and calculation
  • -Multi-state filing requirements
  • -FAFSA & College Planning
  • -Personal wealth Planning
  • -Where’s my refund
  • -Retention guides

Business Entity


Make the best decisions to gain efficiencies, strategically move your business forward with confidence. We answer the phone, meet when you can, and listen intently.
  • -Corporation tax returns
  • -Tax reduction planning
  • -Tax payment budgeting
  • -Estimated tax planning and calculation
  • -Multi-state filing requirements
  • -IRS audit representation
  • -NYS audit representation
  • -Tax notice assistance
  • -Retention guides
  • -Payroll compliance
  • -Sales tax reporting and compliance
  • -Insurance reporting and compliance
  • -Tax reduction planning
  • -Tax payment budgeting
  • -Retirement account benefits
  • -Real time accounting
  • -Paperless bill pay systems
  • -IRS audit representation
  • -NYS audit representation
  • -Tax notice assistance
  • -Keeping you informed of the latest changes in the tax law
  • -Payroll – through monitored 3rd party payroll company

Trust and Estates

Services to support your specific needs.