Practice Areas & Categories
Tax preparation, accounting, payroll, business advisory, and assurance services for individuals and privately held businesses across Staten Island, Manhattan, and Brooklyn.
Business Services
Comprehensive financial infrastructure and strategic compliance for businesses at every phase of growth.
Payroll
Payroll processing, employee classification, tax remittance, and compliance for businesses in Staten Island, Manhattan, and Brooklyn. We handle weekly, bi-weekly, and monthly payroll cycles with accurate record-keeping and reporting.
Tax Management and Planning
Strategic tax planning for businesses, including entity selection, deferred compensation, retirement plan design, and ongoing tax compliance to minimize liability and maximize efficiency.
QuickBooks Help & Assistance
QuickBooks setup, chart-of-accounts design, bank reconciliation, class-tracking customization, and month-end cleanup for small businesses and sole proprietors.
Business Accounting
Full-charge bookkeeping, month-end close, financial statement preparation, accrual-to-cash conversions, and account reconciliations for privately held businesses.
Audits, Reviews & Compilations
Independent review engagements, compilation of financial statements, Sarbanes-Oxley advisory, and attestation services for businesses requiring stakeholder assurance.
Assurance & Advisory Services
Business valuation, forensic accounting, litigation support, transaction due diligence, and advisory opinions on accounting matters and financial reporting.
New Business Formation
LLC, corporation, or partnership formation; EIN registration; operating agreements; partnership agreements; and state/federal registration for new ventures.
Mergers, Acquisitions & Sales
Buy-side and sell-side advisory, business valuation, deal structuring, transfer agreement drafting, and transition planning for ownership changes.
Litigation Support & Forensic Accounting
Expert witness testimony, damages analysis, financial reconstruction, fraud investigation, and court-report preparation for family law, commercial disputes, and insurance claims.
Cash Flow & Budgeting Analysis
Cash flow forecasting, budget vs. actual analysis, variance reporting, seasonal planning, and working capital management for businesses at every stage.
Employee Benefits, Pension & Profit-Sharing Plans
Design, setup, tax compliance, and advisory for employer-sponsored 401(k), defined benefit pension, SEP-IRA, SIMPLE IRA, and profit-sharing plans for businesses in Staten Island, Manhattan, and Brooklyn.
Individual Services
Personalized wealth protection, multi-state tax filing, and dedicated IRS representation.
Tax Planning
Year-round tax strategy, estimated tax optimization, income bunching deferral, and compliance with federal and state tax codes for individual taxpayers.
Tax Audit Representation
Representation before the IRS and state tax authorities, preparation of audit responses, taxpayer rights protection, and negotiation of settlements for individuals under examination.
Personal Financial Planning
Retirement planning, education funding, investment policy statements, risk management, and integration of tax strategies with overall financial goals.
Tax Simplification
Streamlined return preparation, document organization, deduction maximization, and clarity on tax obligations for individuals with complex financial situations.