Bookkeeping and Comprehensive Tax Services for both Individuals and Businesses

Highly Skilled and Technical

Effective Management of Tax Preparation & Tax Planning

Our firm provides high-end bookkeeping and comprehensive tax services for both individuals and businesses.

With over fifty years of combined taxation expertise, we are dedicated
to reducing your tax liability by implementing all available deductions, credits and strategies.

Managing Director

Tax Services

Controller Services

Growing businesses eventually reach a point where they need professional financial guidance in making important business decisions and many other areas. This is usually the point at which you consider hiring a full-time controller. However, hiring an internal controller with full salary and benefitsis expensive and may be out of your budget.Or o...

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Bookkeeping Services

Regardless of the size of your company, organizedfinances are essential to long-term success. Bookkeeping can be tedious, time-consuming and, if neglected,overwhelming, resulting in serious issues when it becomes timeto report. Our expert bookkeepers are highly skilled in QuickBooks and other widely-used applications that carefully record all tr...

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Tax Planning

Individual

Each individual has different financial goals. Our firm considers those goals in crafting a personalized tax plan for every client.While it is common for everyone to seek to minimize tax liability and keep more of one’s hard-earned money, specific issues are always considered in creating an individuali...

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Tax Preparation

Individual

Completing tax forms can be complex and time consuming. As such, it is always wise to work with a professional who will carefully assess all tax implications to guarantee the most advantageous result. Every return is accurately prepared and filed timely while assuring full compliance with tax law and avoidin...

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Bookkeeping Services

Regardless of the size of your company, organized finances are essential to long-term success. Bookkeeping can be tedious, time-consuming and, if neglected, overwhelming, resulting in serious issues when it becomes time to report. Our expert bookkeepers are highly skilled in QuickBooks and other widely-used applications that carefully record all transactions and provide necessary tools for management decisions that directly impact profits, thus saving you the cost and hassle of hiring, training and maintaining an entire accounting department.

Our bookkeeping staff will maintain your financial information current and organized throughout the year, guaranteeing accurate real-time information for full transparency of your business and availability of critical data when needed.

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E-Commerce Business

The E-Commerce industry is rapidly expanding in today’s day and age. With low overhe...

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Healthcare

Caring for patients is the main priority for healthcare providers. Doing so while dealing...

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Real Estate

The real estate industry is highly competitive, with the focus being on clients. An outsou...

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Start-ups

With already being tech-forward, start-ups are a perfect candidate for outsourced bookkeep...

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Restaurants and Bars

The restaurant industry is dynamic, and fast-paced, particularly in NYC. Due to the compet...

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Our

Controller Services

Growing businesses eventually reach a point where they need professional financial guidance in making important business decisions and many other areas. This is usually the point at which you consider hiring a full-time controller. However, hiring an internal controller with full salary and benefits is expensive and may be out of your budget. Or on the other hand, your business may not have the needs to justify a full-time employee. In either of these cases, our controller services could be the cost-effective solution for you.

Controller Services include, but are not limited to:
  • Management of accounting and bookkeeping processes
  • Budgeting and forecasting
  • Cash flow management and projections
  • Accounting documentation, including processes, procedures and operations manuals
  • Job costing
  • Inventory tracking
  • Key metric benchmarking
  • Third party accounting software selection and implementation
  • Reporting and oversight of month-end closings
  • Audit preparation and advisory service
  • Management of accounting and bookkeeping processes

Our Controllers are CPAs that go beyond simply overseeing day-to-day functions. They are available to attend board meetings, investor meetings, and any other meetings that may require financial representation. When audit time sneaks up, reduce your risk of errors and delays by having our professional controller service in place. A drawn out audit can become very costly, save time and money by avoiding unwanted surprises.

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About Myself

I was raised on Long Island where I excelled both in the classroom and on the athletic fields for Chaminade High School. I then went on to major in Economics at Yale University. After I graduated I held multiple jobs in finance before the great recession of 2008. I was offered a job to run a $500k per year event space in NYC and within two years I turned it into a $2MM business. People began to notice my ability to work with small businesses in any field. I was offered a job as a part-time CFO of a small security company in NJ and my career in accounting unexpectedly began. I then went back to school and completed my formal CPA studies and began taking on new clients in different industries. I realized that working with small business owners to maximize their growth and profits was my passion. I specialize in organizing and turning around small business in all different fields. I am currently a licensed CPA in New York State and have helped business owners with sales tax as well as business and personal tax planning. I believe that with so many small businesses being individually owned, the importance of having bookkeeping and tax expertise is invaluable. He spends his free time volunteering as a hockey coach for local kids in Manhattan.