Tax Preparation, Tax Management, Financial Advising, Accounting Services, Bookkeeping/Payroll, IRS Representation, Consulting, among many other services. If you are looking to start up a business, need a will, looking for real estate, life insurance, or just looking for a better deal on home/auto insurance we can likely help. Other services include investing opportunities, retirement plans, and college savings funds. I would like you to think of me as your one-stop-shop for all your Tax and Financial needs. This will allow you to put your mind at ease and focus on living your life and growing your wea
We pride ourselves on integrity and accuracy. I have partnered with a mentor of mine, John Baldi. He and I are both licensed CPAs and he is a Certified Financial Advisor (CFA) who has been in business for 25+ years. We have multiple locations including Melville, Hauppauge, and Bohemia, in New York. We are happy to all provide services locally as well as out if state or internationally. Please give me a call to set up an appointment!