Whether you are looking for tax strategy and financial planning or just a professionally prepared tax return, our team of CPAs and Certified Financial Planners is ready to help. We are based in Westchester and proudly serve clients throughout the New York metro area.
Tax Return Preparation: What You Can Expect as a Client
The first meeting with be a general review of both your financial and tax situation. This allows us to look for opportunities to save you money when we prepare this year’s tax return as well as future returns.
While our tax preparation service focuses on reducing your taxes for the current year, tax planning is more forward looking and often involves more than one tax year.
Our down-to-earth, client centered style makes it easy for you to discuss sensitive and personal financial issues.
Our clients include people of all ages - retirees and active workers from many different occupations. While many of them are from nearby towns (Armonk, Bedford, Briarcliff Manor, Chappaqua, Katonah, Lewisboro, Pleasantville, Somers, White Plains and Yorktown Heights), we also serve clients throughout Westchester, Putnam and Fairfield counties. We are centrally located right off Main Street in Mount Kisco.