Financial Planning

Utilizing a unique process of in-depth data collection and clarification of client objectives, we develop comprehensive financial planning solutions tailored specifically to our clients goals and vision.

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CPA & Accounting

We strive to build lasting relationships with our clients. You can count on us during tax season and through-out the year for your personal and/or business accounting needs.

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Payroll Services

Our dedication to providing accurate, efficient and personalized service to our clients allows our clients to focus on running their business confidently knowing that we are taking care of their employees.

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Health Insurance & Medicare

As a trusted resource for our clients, we will work to educate you in the best health insurance options available to meet the specific needs of yourself, your family, or your employees.

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HR Services & Benefits

HR matters because people matter. Offering a variety of tools and services allows our clients to provide a compliant and positive work environment for their employees.

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Client Portals

Use the links below to access our secure and convenient client portals.

CLICK HERE to request a portal.

CLICK HERE to request access.

Helpful Content

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News & Events

CLIENT ALERT: 2020 Personal Income Tax Deadline Extended to May 17, 2021

3.22.2021

Both the IRS and New York have extended the due date for the filing of personal income tax returns and the payment of related taxes for the 2020 tax year from April 15, 2021 to May 17, 2021. The extension is automatic and no special forms need to be filed in order to be entitled to the extension.

The postponement includes individuals who pay self-employment tax, but does not apply to estimated taxes for the 2021 tax year which are still due April 15, 2021.

Individuals who need additional time beyond May 17, 2021 can request an extension to file until October 15, 2021 provided the 2020 taxes are properly estimated and paid by May 17, 2021 to avoid penalties and interest.

Preparing To Apply For Independent Restaurant & Bar Grants

03-15-21

A $28.6 billion restaurant and bar grant program will be made available soon. Members of the Independent
Restaurant Coalition partnered with members of Congress to craft the legislation.

While the Small Business Administration prepares to stand up the program, businesses should take steps to organize the materials necessary to submit an application once it is available. Click the link below for more information about the program, and what businesses can do to prepare for the application:

For more information click here.