We apologize for the inconvenience

The people search feature on Superpages.com is temporarily unavailable. You can still search for people on yellowpages.com since Yellow Pages and Superpages are part of one company.

You will be automatically re-directed to People Search on yellowpages.com in .

REVIEWS write reviewWrite a Review

Be the first to review!
First-classBetter than mostAbout what I expectedNot the worst...Disappointing

The realization of your idea is our purpose

General Info
We use the same financial philosophy for individuals as we would for a business. We go beyond just preparing your personal tax returns by evaluating your current financial status, identifying the strengths and weaknesses, and by making suggestions. We assist you in defining your financial goals whether it be for retirement, college savings, or for any short or long term financial goal. We facilitate in evaluating business opportunities for our individual clients. We are sensitive to what banks and other financial lenders are looking for in a customer and therefore we work closely with them and help you fortify strong relationships. Most of all we thoroughly believe in forecasting your financial needs so that you are way ahead of the curve and your competition.
Regular Hours
Mon - Fri:
Sat - SunClosed
Social Links
Financial Planning Consultants, Accountants-Certified Public, Accounting Services, Financial Planners, Financial Services, Tax Return Preparation
    Bookkeeping ServicesAccounting & Auditing Services:Bookkeeping & Auditing ServicesBusiness Asset AuditingIRS Audits & NegotiationsInvestment PlanningBusiness ConsultantsFinancial PlanningInvestment ServicesCorporate Tax Return PreparationTax ConsultingIndividual Tax Return PreparationSales & Payroll Tax ServicesIndividual & Business Tax Planning & PreparationBusiness & Management ConsultingBusiness Tax Return PreparationTaxation:Business AccountingAccounts Payable & Receivable
    Individual & Corporate Tax Planning & PreparationIrs & State Audit RepresentationTax PlanningTax Return PreparationFinancial planning servicesAuditingCompilations of Financial StatementsBookkeepingState Tax ReturnsFederal Tax ReturnsManagement Consulting ServicesFinancial Planning ServicesAuditsReviewsWebsite:Business PlanningInvestment ResearchInternational TaxationAsset Management
Westerleigh, North Shore

Member of AICPA, NYSSCPA, IBBA, Series 6 Registered Rep.

Other Information

Certifications: Certified Public Accountants

Data provided by one or more of the following: Thryv, Data Axle, Yext.