We are a local successful CPA firm, & for the past 40+ years, have worked with small to medium sized We are a small local CPA firm.
We work with small & medium sized business owners who want to grow their businesses & achieve a greater sense of personal satisfaction to realize their goals. We are proactive in our approach to serving our clients, which why believe that our clients have trusted our guidance for the last 36 years. We assist our client's in measuring & monitoring the business' key performance indicators, through u
09/01/2026
An executor of a decedent’s estate must administer the estate and distribute assets in the statutory order of priority; failure to follow those legal requirements can expose the executor to personal liability.
Executor Liability for a Decedent’s Unpaid Taxes Supporting children, helping aging parents, and protecting your own retirement can turn you into the family CFO. Here’s how to manage the financial overlap.
Succession planning helps ensure a smooth transition, protects business continuity, and reduces disruption when key people leave or pass away.
08/28/2026
New York City has begun notifying property owners who may be subject to its new pied-à-terre tax. Learn who may be affected and more.
08/27/2026
Here are the September 2026 Business Due Dates
September 2026 Business Tax Due Dates Review September 2026 business tax deadlines for S corporations, partnerships, corporations, employers, estates, and trusts.
08/27/2026
The third 2026 estimated tax payment is due September 15. Learn who should pay, safe harbor rules, penalties, and how to avoid a surprise tax bill.
08/26/2026
Here are the September 2026 Individual Due Dates
September 2026 Individual Tax Due Dates Review key September 2026 individual tax deadlines, including tip reporting and the third estimated tax payment, plus important safe harbor rules.
08/26/2026
Your final decade before retirement can have the biggest impact on your financial future. Learn the key planning opportunities at ages 50, 55, and 60—and why proactive tax planning matters.
The 10-Year Retirement Countdown: Smart Financial Moves at 5 Your final decade before retirement is critical. Learn key planning opportunities at ages 50, 55, and 60 and how tax planning can help.
08/25/2026
Donating long term appreciated stock (publicly traded shares held more than one year) to a qualified charity is a high impact way for donors to support causes while obtaining favorable tax treatment.
Donating Appreciated Stock: Tax Benefits Learn how donating long-term appreciated stock can provide a charitable deduction, avoid capital gains tax, and create a more tax-efficient gift.
An HSA can help you save for healthcare expenses while offering valuable tax benefits. Learn who qualifies and how these accounts work.
08/21/2026
The holiday season starts earlier than many business owners realize. Discover seven proactive financial moves to strengthen cash flow, manage inventory, and optimize taxes before Q4.
Holiday Rush: 7 Financial Moves to Make Before Q4 Prepare your business for the holiday rush with seven financial moves to improve cash flow, manage inventory, and optimize taxes before Q4.
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