Tax planning should be an important aspect of your total financial planning process.  We can also assist you with resolving tax notices and inquiries by representing you before tax authorities and handling tax audits and, when necessary, appealing positions with the tax authorities.

• Income Tax Preparation
• IRS and State Tax Representation
• Wealth Management

With our experience as business owners and dealing with a large, industry diverse client base, we can bring expertise and fresh ideas to you to help your business grow and succeed.

• Business Management and Planning
• Financial Reporting
• Fringe Benefits
• Succession Planning
• Representation
• Accounting System Design

Small businesses have unique concerns.   The concerns are as varied as the business themselves but may include a discussion of what type of entity should be utilized, what type of accounting system makes sense, budgeting and business planning are common as well.

• New Business formation assistance
• Tax Prep and planning
• Fringe benefits
• Succession Planning
• Accounting System Design
• Financial Reporting Services

Becoming a client with us is as easy as it is rewarding.

Call our office at (518) 348-2079 or click here to fill out our new account form and we will contact you shortly

For Wealth Management Services, please visit our Investment Website