If you are looking for a blend of personal service and expertise you have come to the right place. Our office brings financial services directly to your home or business enabling you to more actively participate in your personal financial growth and management. We offer a broad range of services ranging from individual and business income taxes to full service bookkeeping for small businesses and family offices. Please take a look through our site to learn more details about our services. We pride ourselves on providing outstanding service to clients always at fair and reasonable prices as we work hard to see your long-term financial goals come to fruition. We stand behind our work and are sure you will be completely satisfied. We always place our clients first. We can work with you in person, via video conference, phone or in any way you desire. You can drop off tax documents, we can pick them up, you can mail them or upload them to our secure file sharing platform. We aim to make the process smooth and effortless for our clients.
We would love to hear from you. We have locations in Bridgehampton, NY I New York, NY I Metro Atlanta and service all types of clients across the country. Please feel free to contact us with any questions that you may have or to set up a free confidential consultation.