We have one goal - helping our clients
achieve their objectives. We listen carefully and then propose
strategies to meet your needs. We implement solutions -
working with our clients and all associated parties whose
actions are necessary to assure success.
Each client is treated with an individual
approach to suit their needs. We minimize tax costs by assisting
with the planning of transactions and implementing appropriate
tax strategies, advising on compliance and reporting matters,
and representing clients in audits and appeals. We partner
with clients by reviewing business plans, structuring business
ventures, implementing management information systems, and
dealing with bankers and other outside professionals as
needed. We assist clients with every day accounting and
financial reporting, ranging from audits of financial statements
to complete out-sourced accounting and tax compliance.
Through our New York City office, conveniently
located in mid-town Manhattan, and using the latest
online technologies available to the profession, we are
able to regularly provide services to clients throughout
the U.S., Europe and other parts of the World.
Our clients include both large and family
owned businesses, financial institutions, and individuals.
Some areas of expertise:
• Real Estate (Open and Closed
End Funds & REIT’s)
• Financial Institutions (Large Banks and Broker-Dealers)
• Advertising, Public Relations, & Graphic Arts
• High net worth individuals & Retirement Plans
• Professional Practices (Medical, Legal & Engineering)
• Retirement Plans & ERISA Audits