Your Tax, Legal, and Business Services Advisors

Serving NY

Ask someone what keeps them up at night, and money issues will usually be a reason. Taxes, contracts, wills, estates, setting up a business... These topics are too important to leave to chance. You can spend hours and days trying to understand tax code and planning for the inevitable. Or we can help you.

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Tax Planning & Preparation

We provide assistance with tax planning and preparation. Our services include:
  • 1040 returns
  • e-Filing
  • Deductions and credits
  • Business tax returns
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Business Services

Starting a business? Wondering whether to set up as an LLC, partnership, what tax laws and corporate structure are right for you? We help groups and individuals:
  • Pick a business structure
  • Understand business and employment laws and regulations
  • Create agreements and templates including contracts, NDAs, and sub-contractor agreements
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Retirement & Estate Planning

We offer several services related to your "golden years," including:
  • Wills
  • Wealth transfer & estate planning
  • Healthcare proxies
  • Power of attorney
  • Probate Administration
  • Pension negotiation (firefighters, police, government)
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