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..

We've moved!


We're just around the corner, right next to the Boys & Girls Club


Our new address is:

359 E. Main Street  Suite 4A

Mt. Kisco, NY  10549

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





For information relating to taxes and financial planning please visit our Blog.