Welcome to Our Web Site


We provide quality, affordable tax preparation services to individuals and small businesses, and will meet with you around your schedule.

  • Individual (Federal & All States)
  • Corporation & Partnership
  • Fiduciary
  • Non-Profit
  • Employee & Payroll Filings


Whatever your accounting needs are, from simple bookkeeping to financial statement preparation, we custom tailor our services to you.

  • Compilations & Preparations
  • Bookkeeping
  • Payroll services
  • Quickbooks Consulting


Business and individual taxpayers need more than just numbers; they need answers.  We offer our clients insights and answers.

  • Business Consulting
  • Business Plans
  • Business Tax Projections
  • Individual Tax Projections
  • W-4 Analysis

Important Links

Access Your Smart Vault

Clients are encouraged to open and utilize the SmartVault client portal, which provides encrypted and secure communications of documents with us. Open or access your SmartVault here, and call our office if you have any questions.


Latest News

Major changes concerning taxes have arrived since 2018.  Click here to read the latest.


Online Appointment

While we strongly advise that you drop off information or upload it to your SmartVault, you can also use our online appointment system to set up a meeting with Tony.

Our online appointment system can be accessed here.


Where's My Refund?

Check your Federal or State refund status by clicking below:




New York


IRS Taxpayer Online Account

The IRS offers an online taxpayer account access tool. With this tool, you can get Form 1040-series transcript types, check up to 18 months of your payment history, check on payoff amounts, and more. Click here to access the site.

Social Security Services

Various services are offered online via the social security web site. Services include requesting a replacement social security card, applying for benefits, getting a social security statement, and estimating your future benefits. Click here to access the web site.



Mind the Pennies

...and the dollars will take care of themselves. Cash flow planning is essential, whether you're an individual planning for retirement or a small business owner looking to cover expenses and expand. We can help.