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Our Services

Auditing, Accounting, Tax and Consulting Services

Our CPA firm and Multi-Family-Office ( has been providing personalized auditing, accounting, tax and consulting services to our clients for 30+ years.

By keeping current on new audit and tax laws and regulations, and our strong emphasis on IT-infrastructure/training, we provide our clients with excellent auditing, accounting, tax and consulting expertise and knowledge.

Auditing Services include:

  • Audits of private for-profit and not-for-profit businesses
  • Participant in the AICPA/NYSSCPA Peer Review Program
  • Licensed Members of the New York and Connecticut State Societies of CPAs

Accounting Services include:

  • Weekly Bill-Payments services, with monthly account reconciliations and reporting
  • Mail processing, Household Payroll processing, Family Office Services
  • Bookkeeping (monthly/quarterly/annual),
  • General ledger & financial statement preparation
  • Business tax return preparation
  • Personal financial statements

Tax Services include:

  • Tax planning & return preparation for Individuals, Businesses, Estates and Trusts
  • Taxing authority representations
  • Tax effects of buying/selling a business

Business Valuation, Capital Raising and Consulting Services include:

  • Valuations
  • M&A support, Debt and Equity financing support - Affiliated Investment Bank - Young America Capital, Member SEC/FINRA/MSRB - URL:
  • Management consulting