Three partners. Four CPAs. One office on Calvert Street. We have looked after the books, the returns, and the long-term plans of Westchester families and closely-held businesses for more than two and a half decades.
We do not specialize in any one season or any single discipline. The same partners who file your April return are the ones thinking about your succession, your retirement plan, and the structure of your next business in December.
Individual, corporate, partnership, trust, estate, and gift. New York, multi-state, and federal. We file. We also plan — quietly, throughout the year.
Books that close on time, every month. Reports that tell you what actually happened, not just what your software shows. QuickBooks ProAdvisor-led, with hands actually on the file.
The conversations that don't fit on a return. Entity choice, succession, buy-sell agreements, retirement-plan design, and the unglamorous discipline of looking at your numbers before the year ends.
Generational work. Trust accountings, estate returns, and the quiet coordination between your attorney, your wealth advisor, and the family members who eventually inherit the file.
Independent attest services for closely-held businesses, nonprofits, and entities with bank or regulatory reporting requirements. Honest scope. No surprises in the engagement letter.
Setup, cleanup, training, and the recurring tune-ups that keep your books usable instead of just present. ProAdvisor-certified, with experience across Online, Desktop, and Enterprise.
No more emailing tax documents from your phone, no more driving W-2s and 1099s up to Calvert Street. A secure, named portal for every client — invited by us, encrypted end-to-end, mobile-friendly, and always on.
You receive an email from our office. You create a password. That is the only way in. We don't share links, and we don't email documents in either direction.
Documents are stored in our Microsoft 365 SharePoint environment, encrypted by Microsoft, covered by our written information-security program (WISP) and access-logged.
Snap a photo of a 1099. The portal cleans it, names it, and files it in the right folder. A small thing — but it is the difference between filing in January and filing in April.
Need your 2024 return at midnight on a Tuesday in October? It is there. Every document we have ever produced for you, organized by year, by entity, by topic.
We are a general practice with depth in the industries that have walked into our office most often over twenty-five years. If your situation lives in one of these, the conversation starts faster.
At larger firms, your file rotates through associates you may never meet. Here, your file lives with a partner. That is the entire reason we have stayed this size.
Tax and management advisory. Paul founded the practice and continues to run point on closely-held business clients and the more complex individual returns. Known around the office for picking up the phone in the middle of August.
Tax planning, entity structuring, and management advisory. Mark leads our work with professional practices and family-held real estate. AICPA and NYSSCPA member; graduate of Marist College.
Attest engagements, nonprofit work, and review/compilation practice. Heads our QuickBooks ProAdvisor team and oversees the firm's quality-control review.
A small reading room of guidance, calculators, and timely notices for our clients. Nothing on this site replaces a conversation with your CPA, but it should answer the question before you reach for the phone.
Tell us a little about your situation. A partner will reach out within one business day. New clients are typically scheduled for a 30-minute introductory call.