Tax Preparation
Tax return preparation, planning, and year-round support.
A tax and accounting firm. Based in New York City, it serves individuals, families, and businesses nationwide with year-round financial guidance. Services include tax preparation and planning, accounting support, financial planning, investment guidance, retirement strategies, and estate planning. The firm works with business owners on accounting, entity structure, and planning, while supporting trusts and estates with related filings. Individuals and families receive tax planning across different life stages, including retirement guidance involving required minimum distributions and Roth conversions. Its affiliated wealth management team provides integrated tax and wealth solutions focused on growing and protecting assets. The firm also helps clients coordinate retirement income and tax-efficient strategies. Its listed office is at 2493 Richmond Road, Staten Island, New York, with weekday hours from 9:00 AM to 5:00 PM.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Tax return preparation, planning, and year-round support.
Financial planning and investment guidance aligned with client goals.
Support for estate planning, trusts, and related filings.
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