Do you wonder: where should I get my taxes done? What is the best way to file my taxes? Where can I get great tax advice? Are you an independent contactor? Did you receive a form 1099? We can help with taxes. Our Nassau County firm offers a full range of income tax planning and preparation services. We will work with you year-round if necessary in order to minimize your total tax burden. We are preparers of federal, state and local income tax returns for individuals and businesses (including IRS tax forms 1040, 1065, 1120, 1120S, 706, 709, 1099 and W2).

Divorces Happen. Where to get help & advice with your finances & taxes if you are getting divorced? In coordination with a legal professional we can advise on income tax, accounting & forensic matters in regard to divorce situations. Including: QDROs, marital property, equitable distribution, taxable / non-taxable alimony, dependents, child support, head of household and social security.

Can a 401k / 403b plan, a SEP, SIMPLE or IRA help me? Let us advise on your business retirement plan tax needs. You may be able to take advantage of tax deductions or pension benefits for you and your employees.

 Our firm offers legacy estate planning services in regard to both federal and state estate tax liabilities. We provide preparation of federal and state estate tax returns as well as gift and trust returns (IRS forms 706 / 709/ 1041 ). We also work with many non-traditional, LGBT, and modern families.

 We offer a wide range of financial consulting & planning services to help you improve business financial operations, boost efficiency, reduce costs, increase cash flow and save on taxes. We can help start ups as well as existing established businesses.

Selling your business or retiring? Stop wondering if and how your business will continue without you. By working with experts in business succession planning, our firm can suggest many courses of action to help your business with a smooth transition.