"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."


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.