Our Firm

We are a full-service tax and financial services firm located in Patchogue, New York. Advice is given with a sensitivity to the complexities of our tax laws. We will also provide income tax return preparation in the most convenient way possible.

We are a small local firm committed to offering personal services to all of our clients. Over the years we have developed strong relationships with many other professionals whose experience we can draw upon when that additional experience is needed to help our clients. Bob is affiliated with HD Vest Investment Services SM, a nationally recoginzed financial services firm dedicated to helping tax professionals provide high quality financial services to clients.

Please call us if you have any questions about our firm or the wide range of financial products and services that we provide.