Overview of Accounting and Tax Service

I deliver a wide array of comprehensive and cost-effective financial services for small businesses and individuals throughout New York City and New Jersey. Whether you need tax planning and preparation, accounting and auditing, one-on-one financial consulting, I am here to help. Listed below are the services I provide.


In the increasingly complex world of taxation, I have the skills & experience to ensure you obtain the maximum tax benefit allowable within the tax code. Tax software will not give you advice customized to your particular situation or provide you with sufficient audit support, if needed.

Services Provided:

• Tax preparation, including Individual (1040), Corporation (1120), S-Corporation (1120-S) & Partnership (1065), including free E-Filing of all returns.
• Review of prior year returns to ensure you received the max benefit & filing an amended return if necessary (for new clients)
• Payroll Tax returns
• Sales Tax returns
• Tax planning & implementation of tax strategies customized to your specific needs.
• I will not put my clients in danger of being audited. Beware of tax preparers who are non-accountants & have no certification. They will promise you significant refunds by ignoring tax rules & fabricating deductions, sometimes without your knowledge. You may gain in the short-term, however, your risk of being audited in the long-term is high. Always make sure you know what is being done on your return because the burden of proof & ultimate responsibility lies with you, the taxpayer.


Financial Statements are vital in measuring the performance of your business as well as enabling you to make informed & prudent decisions in improving the efficiency & productivity of your business, thus paving the way for growth. For these purposes, you must ensure that you are correctly & accurately capturing all transactions, while adhering to GAAP (Generally Accepted Accounting Principles).

Services Provided:

• Accounting Review Services: If you do your own bookkeeping, I can come to your place of business or you can send me your files and I can review your books and make any corrections or adjustments on a monthly, quarterly or annual basis
• Bookkeeping services, so you can save time by not having to do it yourself & money by not having to hire a part-time or full-time employee
• Financial projections & forecasts


With all of the federal & state rules, regulations & requirements, you may view starting your own business as a complicated undertaking, but it doesn’t have to be with my guidance. I can help you:

Services Provided:

• Choose the right type of entity for your business, whether it be a Corporation, S-Corporation, Partnership, and/or LLC/LLP. Each type has it’s own advantages & disadvantages.
• Implement a sound business plan
• See services provided under “Tax Planning & Preparation"


I highly recommend QuickBooks software because it is the most effective bookkeeping program on the market in helping small businesses start, run & grow. It tracks every dollar coming in and going out with in-depth reporting & instantly creates invoices, tracks payments, and manages expenses. Based on my extensive experience with this program, I can provide comprehensive training at your place of business, regarding every aspect of this program.