OUR  MISSION: 

"To deliver world class financial services that enhances information and improves decision making while maintaining a proactive and common sense approach to our clients needs."


WHAT WE'VE ACHIEVED:

Transfer of Deceased Spousal Unused Exclusion to the surviving spouse effected by filing of an estate tax return.

Facilitation of corporate asset sale to foreign multi-national firm.

Structuring of installment real estate sales to secure the most favorable tax treatment of the long term gain.

Catskills, NY

Reinstatement of non-profit status after automatic revocation due to non-filing.

Setup and implementation of accounting systems and software for for-profit and non-profit entities.

Exclusion of physicians DANY grants from taxable income for Federal and State purposes.

Successful amendment of improperly prepared part year resident state returns to obtain refunds.