Call us at 631.723.1777

Tax Services

Besides preparing all federal, state and local tax returns for individuals and businesses. Our Tax Practice offers a full range of tax planning, preparation, representation, and compliance services. We can work with you year-round in order to minimize your total tax burden. We continuously monitor federal, state, and local tax law changes to notify our clients on how to minimize current and future tax liabilities. Let us implement a custom made due-date tax compliance monitoring system to prevent costly interest and penalty assessments attributable to late filing.

Accounting Services

Our Firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use.

Accounting Software Selection & Implementation

Need help with accounting software selection and implementation? We will help you select the software that’s right for you and will teach you how to use it effectively. We are a XERO Certified Partner and participate in the QuickBooks ProAdvisor Program.

Bookkeeping/Write-Up

Again our Tax Practice provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis. Monthly and/or quarterly reports available; i.e., profit & loss, aging, and trail balance.

Payroll and Sales Tax Services

Customized payroll preparation and payroll tax reporting services are available. We prepare all federal and state returns and offer full magnetic media and electronic filing capabilities. We also prepare all sales tax filings and offer full sales tax audit representation.

Business Consulting

Through the Advisory Services Practice we offer a well defined consulting engagement. Our five phase process can help your business runs at peak performance. From general management to financial analyses to process re-engineering our skilled team is ready to help business owners and managers eliminate inefficiency and realize a business’s full profit potential.

Personal Financial Concierge Service

Our Private Client Representatives can help individuals with daily money management, bill paying, elder care services, medical insurance claims, medicare & medicaid support, and more.