2 Depot Plaza Suite 403 Bedford Hills, NY 10507
Telephone: (914) 358-9888 - Facsimile: (914) 358-9887


Committed to Details. Committed to People.

Tax Planning & Return Preparation

We spend the entire year planning for our clients’ taxes and preparing the necessary returns.  “Tax season” is no longer a once a year event.  A thorough tax plan is done on a proactive basis and is essential in the current tax environment.  We have experience working with clients in a variety of industries and family circumstances.  Our planning model is focused on tax minimization, proper income, deduction and credit timing, multiple generations, and industry specific tax rules andregulations.    

Our tax services include:

  • Individual Income Tax (including all 50 states)
  • Estate, Trust, & Gift
  • Private Foundations & non-profit organizations
  • Partnerships & S-Corporations, & Corporations (including multi-state filing)
  • Foreign Bank Account Reporting
  • Household Employee Reporting
  • Sales & Use Taxes