Our Comprehensive

Services

At Accountable Financial Management Corporation (AFMC), we deliver expert, tax-focused financial solutions designed around your goals. Known for our work alongside highly rated mortgage professionals in NYC and recognized by clients seeking experienced advisors, we support individuals and businesses through every stage of their financial journey.

Whether you are preparing taxes, managing debt-related tax concerns, securing mortgage financing, planning retirement, or pursuing structured tax settlement options, AFMC provides clarity, compliance, and confident guidance.

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Tax Debt Resolution

Resolve outstanding tax matters with knowledgeable support from our experienced team. Our tax services address IRS and state tax challenges by assisting clients with debt analysis, tax compliance restoration, balance negotiation, and structured settlement solutions.

We focus on practical outcomes that reduce financial pressure, improve tax standing, and support long-term recovery through compliant tax strategies and documented relief programs.


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Tax preparation, tax representation, and IRS resolution services are provided by IRS Enrolled Agents®

Client meets with advisor during a tax debt resolution session, reviewing documents and discussing financial solutions.

Tax Preparation and Planning

Receive accurate, timely tax preparation supported by proactive tax planning. We assist individuals and businesses with tax filings, tax reporting, tax compliance reviews, and forward-looking tax strategies that align with retirement planning, cash flow management, and business expansion.

Our integrated tax services help minimize future debt exposure while supporting smarter financial decisions.

Business tax planning meeting with consultants reviewing documents, discussing tax preparation and tax debt resolution strategies.

Business Consulting

Strengthen your organization with tailored consulting services that integrate tax efficiency, operational improvement, and debt-aware financial planning. We support business owners with profitability analysis, growth strategy development, and risk-conscious decision-making.

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Investment Planning

Align your long-term goals with personalized investment strategies and structured retirement planning services. Our advisors provide guidance designed to grow, preserve, and transition wealth while accounting for tax exposure, income planning, and future security.

*Investment products and services are offered through LifeMark Securities Corporation, member FINRA / SIPC.

 Happy family moving into a new home after mortgage approval, carrying boxes together in a bright living room.

Real Estate and Mortgage Brokerage

Navigate homeownership, refinancing, and property investment with experienced mortgage guidance. AFMC delivers personalized mortgage solutions through a broad network of third-party lenders, helping clients secure competitive mortgage options aligned with their tax and financial strategy.

Our mortgage services in NYC are trusted by individuals and business owners seeking transparency, efficiency, and responsible financing support.

*Registered Mortgage Brokers with the New York State Department of Financial Services. Loan products are provided through third-party lenders.

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Financial Analysis& Advisory

Gain clarity through detailed analysis and advisory support. Our advisory team delivers customized guidance that supports informed decisions, risk control, and sustainable financial progress—whether managing assets, resolving tax matters, or planning future milestones.

*Financial Planning Services provided by Certified Financial Planners, CFP© 

Guiding you toward financial clarity and long-term security with advice you can trust.

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