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Integrity. Creativity. Dependability. Accountability.

Our Services

Comprehensive and creative strategies to achieve your needs and goals.

Estate Planning

  • Last Will & Testaments
  • Life Estates
  • Health Care Proxies
  • Living Wills
  • Revocable Living Trusts
  • Irrevocable Trusts
  • Medicaid Compliant Trusts
  • Probate & Estate Administrations
  • Life Insurance Trusts
  • Credit Shelter Trusts

Tax Check Up


One-Time Tax Check-Up - GOOD!

  • Tax Analysis Report
  • Tax Audit Risk Assessment
  • Six (6) year filing compliance check
  • Identify income not reported
  • Uncover tax liens and levies

Full Account Check-up – BETTER!
One-Time Tax Checkup PLUS

  • Audit Risk assessment on last 4 tax returns
  • Review for First Time Penalty Abatement opportunities
  • Review of refund opportunities for current year and prior 3 years

All-Year Tax Monitoring - BEST!
One-time Tax Check-Up PLUS
Full-Account Check-Up PLUS

  • Early Notification of Audits
  • Early Notification of Exams
  • Early Notification of the IRS’s intent to Propose Changes to Your Tax Return
  • Detect IRS notices before they are sent
  • Track estimated payment

Business Matters

  • Tax Exempt 501(c)(3) Organizations
  • Charitable Organizations
  • Corporate Formation
  • Corporate Dissolution
  • Operating Agreements
  • ​Shareholder Agreements
  • Buy and Sell Agreements

Tax Matters

  • Personal & Business Tax Matters
  • ​IRS and NYS Audit Defense
  • Trust Returns
  • Corporate Returns
  • Partnership Returns
  • Charitable Organization Returns
  • Property Tax Reductions
  • Property Tax Exemptions

Real Estate Matters

  • Residential Sales and Purchases
  • Commercial Sales and Purchases
  • 1031 Property Exchanges
  • NYC Construction Violations & Zoning

Personal Matters

  • Guardianship
  • Personal Injury
  • Criminal Defense
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