Services

Tax Planning and Preparation Services

Our firm offers a full range of tax planning and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden.

Tax Preparation Services
Our firm offers professional preparation of all federal, state and local tax returns for individuals and businesses at competitive, affordable rates.

Payroll Tax Services
We prepare all federal and state returns and offer  full magnetic media and electronic filing capabilities. You will also benefit from the overall professional acumen of our firm and our intimate knowledge of your total financial picture

Sales Tax Services
Our firm prepares all sales tax filings and offers full sales tax
 audit representation.

Estate, Gift and Trust Tax Return Preparation
Our firm provides expert preparation of federal and state estate, gift, and trust tax returns.

IRS and State/Local Representation
Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS.


Compilation and Review Services

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.

Bookkeeping/Write-Up
Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.

Financial Statements
Our firm prepares professional, GAAP-compliant financial statements as well as tailor-made financial analysis that can help business owners and managers eliminate inefficiency and realize a business's full profit potential. 

 Professional Payroll Services
Our firm offers complete payroll preparation and payroll tax reporting services specifically designed for YOUR business.
 
Buying & Selling a Business

Our firm advises prospective business purchasers about local market conditions, industry trends, and the financial condition of an acquisition candidate. If you are selling a business, we can offer advice for obtaining the best possible sales price and contract payout terms.


Financial Planning Services

Investment Review
Our firm offers a complete array of financial planning services and will work closely with you to help you achieve your financial goals.  Our firm will perform a custom portfolio analysis and review the risks and returns of specific investments including stocks, bonds, mutual funds, annuities, REITs, and limited partnerships. We will also determine an optimal asset allocation for you by taking your unique personal and financial goals and resources into account. Securities offered through North Ridge Securities Corp., Members NASD/FINRA 1895 Walt Whitman Road, Melville, NY 11747 (631)420-4242

Retirement Planning
It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement...NOW. We can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations

Estate Planning

Our firm offers estate planning services so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.

Pension & Profit Sharing Plans
Would you like help setting up a pension or profit sharing plan? Talk to us!