We are a small, friendly yet professional accounting firm located in Mount Kisco, NY, providing tax and accounting services, as well as fee-only financial planning, to individuals and small business owners, serving Mount Kisco, Bedford, Chappaqua, Katonah and the surrounding area.

 

We place a high value on the relationships we have with our clients and we get tremendous satisfaction from helping people understand and simplify their financial matters..

Individuals and Families

 

As CPAs and Certified Financial Planners ®, we offer tax and financial planning services under one roof. Our clients choose the level of service they want, from tax return preparation to more involved financial planning.

 

Tax Return Preparation

 

Tax Planning

 

Financial Planning

 

 

Business Services

 

We guide small business owners through the maze of tax rules and compliance issues they face from start-up to retirement or sale of the business.

 

Tax and Accounting Services

 

New Businesses

 

Planning for the Small Business Owner

 

 

News and Articles

 

For information relating to taxes and financial planning please visit our News and Articles section.