Your Trusted Financial Partner
Your Trusted Financial Partner

With over 37 years of industry experience, our team delivers tailored financial strategies that empower individuals and businesses alike.
Monday–Friday: 10 AM– 6PM
Saturday & Sunday: 11AM - 4PM (by appointment only)
Expert Financial Solutions Tailored to Your Needs

Accurate and timely tax services to meet all personal and corporate needs.

Effective solutions for resolving tax delinquencies with the IRS and State.

Strategic guidance to secure optimal investment returns and the right mortgage solutions for your needs.
*Investment products and services are offered through LifeMark Securities Corporation, member Financial Industry Regulatory Authority (FINRA)/Securities Investor Protection Corporation (SIPC).
Registered Mortgage Brokers with the New York State Department of Financial Services. Loan products are provided through third-party lenders.
Read how our personalized services have transformed financial challenges into success stories.

Empower your financial future with expert planning and strategy tailored to your unique goals.
Let's map out your financial journey together!
**Financial Planning Services provided by Certified Financial Planners, CFP©

Get personalized advice through our easy-to-book consultations.
Schedule a meeting to discuss how we can help you achieve financial success.


Comprehensive Tax, Financial, and Investment Solutions Tailored to You
Whether you're an individual, a family, or a business owner, we provide clear, reliable strategies to help you manage your taxes, strengthen your financial position, and build long-term wealth. Our team offers personalized support designed to simplify complex financial decisions and put you on the path to lasting success.
Clients see improved financial clarity in the first year
Successful tax resolution outcomes for qualified cases

Address:
524 Main Street, New York, NY 10044
Phone:
(212) 644-8231
Email:
[email protected]