Services

Tell people about all the different services that you provide.

Tax Services

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Financial Planning

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Audit Defense

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  • Tax Management Services
  • Audits & Compilation
  • Financial Projections
  • Bookkeeping
  • Budgeting Analysis
  • Benefits & Pension Plans
  • Accounting Services
  • Retirement Planning
  • IRS Representation
  • Entity Selection
  • Payroll Services
  • Estate Tax Preparation

Tax Services

Personal & Corporate Tax Preparation

  • Tax Management Services
  • Audits & Compilation
  • Financial Projections
  • Bookkeeping

Financial Planning

It’s Never Too Early or Late to Start Saving for the Future

  • Budgeting Analysis
  • Benefits & Pension Plans
  • Accounting Services
  • Retirement Planning

Defense

In a Sticky Situation? We Can Help

  • IRS Representation
  • Entity Selection
  • Payroll Services
  • Estate Tax Preparation

Management

We Keep Everything Organized For You In One Place

  • Budgeting Analysis
  • Benefits & Pension Plans
  • Accounting Services
  • Retirement Planning

Tools & Resources

Use These Tools to Manage Your Own Finances

  • 401k Calculator
  • Retirement Planner
  • Interest Calculator
  • Payroll Deduction Calculator
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Mauris blandit aliquet elit, eget tincidunt nibh pulvinar a. Nulla quis lorem ut libero malesuada feugiat. Quisque velit nisi, pretium ut lacinia in, elementum id enim. Donec sollicitudin molestie malesuada. Donec rutrum congue leo eget malesuada.
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Contact Us

631-642-7066

123 Main St. #1000, Sag Harbor, NY 11963

M-F: 8am-5pm, S-S: Closed

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