I am passionate about collaborating closely with clients to assist the growth of their businesses through advantageous tax planning and compliance solutions. I help startups, nonprofits, and other organizations achieve their current and long-term goals. How I Deliver Value to You As a tax leader, I primarily provide tax consulting services to companies in the real estate, manufacturing, distribution, and service industries. I have a successful track record of helping startups and international companies grow in the U.S. marketplace. My areas of focus include in-bound international operations, business planning, estate and trust planning, an...

At Liberty Tax Service in Port Chester, NY, we are dedicated to providing expert tax preparation and accounting services to both individuals and businesses. With a team of experienced professionals, we ensure accurate and efficient handling of your financial needs. Whether you're seeking assistance with business tax preparation or need support with your personal taxes, our tailored solutions are designed to meet your specific requirements. Trust us to simplify your tax processes and help you achieve financial peace of mind.

I specialize in preparation of personal and business tax returns including trusts,estate and gift tax return filings and surrogate accountings for trusts, estates and guardianships., and have been in the business for more than 30 years I am a CPA,PFS,CFP and CFS and can also assist clients with coordination of cash flow needs and investments with my series 6,7,24 and 26 license with FINRA to oversee third party money managers invest client assets depending on client prepared profile and investment objectives.I also have my Insurance license to review clients Life, accident and group health insurance needs. I am on Linkedin which will have add...

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Our Mission is to never be afraid to challenge conventional wisdom and always have our client’s best interests at the core of what we do, no matter how small or large, simple or complex their situation may be. Coordinated tax and financial planning is at the heart of every recommendation and decision. Having a coordinated approach allows me to know we are always working in the best interest of our clients.

I come from the world of public accounting where I was able to master different tax strategies for Fortune 500 companies. In the more recent years have been a controller where I got exposed to an array of different tax and accounting complications, having a good handle on the books using Quickbooks and could be a real asset to your business.

I have over 27 years of experience and constantly keep myself updated with current tax laws. My staff has a combined over 25 years of experience as well and are required to constantly take continuing education classes. We are more than tax preparers, in addition to tax preparation and tax resolution services we provide payroll, bookkeeping and other accounting related services. We are available year around. If can't come to us we will come to you or you use our app to setup an account with us and have your taxes prepared from the comfort of your home without the intrusion of strangers entering your home. I enjoy the challenge of finding a re...