Description

My financial firm was established 14 years ago to provide efficient, expert solutions for businesses and individuals. Primarily we perform services include Business & Individual Income Tax Planning, Consulting, Preparation. College funding services, debt solution, mortgages, retirement planning for individuals and business owners. Life, disability, accident and long term care insurance (for individuals & groups). Annuities. Our mission is to serve you by providing the highest level of expertise possible. Special Tax Service fee of $75 includes: Federal (one form, without any additional forms or schedules), Full Year NY Residence state plus Electronic Filing. Additional charges will apply for more complex returns and multiple states. Our fees for tax return preparation are based on the complexity of the tax returns, without regard to the amount of refund or time taken to prepare the return. Member of The National Association of Tax Professionals (NATP).

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