Offers online services
About
We offer personalized service at rates that are below national chains. All taxes are prepared by a Registered Tax Preparer. We have been in business since 1980, and still have many of our original clients. I also hold the CFP designation which requires interdisciplinary knowledge.
My goal is to pay as little as is legally necessary. We are ehtical fiduciaries and proud of it.
Highlights
Hired 1 time
2 employees
44 years in business
Serves Port Washington , NY
Offers online services
Reviews
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MC
Margaret C.
Very professional
July 29, 2020
•Hired on Thervo
Frequently asked questions
What is your typical process for working with a new customer?
The first meeting is without cost or obligation. After determining a price, it is adhered to, no matter how long it takes to prepare the taxes.
What education and/or training do you have that relates to your work?
I have an MBA from NYU Graduate School of Business(now Stern School)
I am a Registered Tax Preparer with the IRS which allows me to represent clients at hearings. I also take 20 hours of continuing tax law education per year.
Services offered
Wills And Estate Planning
Business Tax Preparation
Individual Tax Preparation
Accounting
Financial Services And Planning