Family And Corporate Tax Solutions



Welcome to our Website!  This website has been designed to provide information about our firm and to serve as a source of valuable financial tools and information.

Our offices are located in Patchogue, New York,  providing convenient and professional services  in income tax return preparation, life and retirement planning, personal financial planning*, estate planning and small business accounting.

Under the About Us tab you can learn more about the services that we povide, our qualifications and find directions to our office. 

Visit the Learning Center if  you are looking for valuable financial information to help you better understand the many complex concepts behind taxes, insurance, investing, retirement, estate planning and wealth preservation. In our Learing Center you will find

  • Articles
  • Newsletters
  • Financial calculators
  • E-Seminars

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Most importantly, we hope you see the value of working with a skilled professional to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.