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Main Office

100 Merrick Road
Suite 514
Rockville Centre, NY 11570
Phone: 516-763-1166
Fax:     516-763-1178

Suffolk County Office
197 E Main Street
Patchogue, NY 11772
Phone: 631-475-3322
Fax:     631-244-6939

The firm offers a broad spectrum of individual and business services, including Tax, Auditing and Accounting and Management Advisory Services, and Financial Servies.
Tax Services
  • Federal and State Business and Personal Tax Planning and Preparation
  • Payroll, Sales and Miscellaneous Tax Planning and Preparation
  • Taxpayer Representation (Audits, Installment Plans, Offers in Compromise, etc.)
  • Estate and Trust Administration and Compliance
  • Retirement Plan and Required Distribution Analysis
  • Personal and Business International Planning and Preparation
  • Tax Projections
    Auditing and Accounting Services
  • Audits, Reviews and Compilations
  • Budgeting, Cash Flow & Working Capital Analysis
  • Forecasts & Projections
  • Forensic and Matrimonial Accounting
  • Bookkeeping
  • Operational and Internal Controls Reviews
  • Acquisition Due Diligence
    Management Advisory Services
  • Mergers and Acquisitions
  • Buy/Sell Agreements
  • Lending, Investment and Appraisal Contacts
  • Succession Planning
  • Strategic Organizational Structure and Entity Planning
    Financial Services
  • Employment Benefit Plan
  • Investments Review
  • Retirement Planning
  • Succession Planning
  • Charitable and Gift Giving Strategies