
Comprehensive Tax Expertise
Benefit from decades of experience in tax preparation and resolution for individuals and businesses.

Customized strategies to meet your unique financial goals with precision and care.

We prioritize your financial well-being with continuous support and expert guidance.

For over 37 years, we have been at the forefront of financial management, offering tailored services that empower individuals and businesses to achieve their financial goals with confidence.
Monday - Friday : 10AM - 6PM
Saturday & Sunday: 11AM - 4PM (by appointment only)

Provided by Certified Financial Planner™ (CFP®) professionals
Mutual Funds • Stocks • Bonds
Securities offered through LifeMark Securities
Member of FINRA & SIPC

Mortgage loans arranged through third-party providers
NYS Registered Mortgage Broker

Life • Health • Property • Long-Term Care
Tax preparation & IRS resolution services provided by IRS Enrolled Agents®

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
Meet Our Financial Expert

Mr. Williams, a Certified Financial Planner (CFP®), has more than thirty years of experience in the financial services industry. He is President of Accountable Financial Management Corp. and is a graduate of Bernard M. Baruch College with a BBA degree, and Long Island University with a MBA degree in finance.
Mr. Williams taught at Long Island University’s School of Business for fifteen years as a Professor of Finance and Management.
He is a licensed stock broker, an insurance broker, a real estate broker and a mortgage broker. He has distinguished himself by becoming an Internal Revenue Service Enrolled Agent.
Mr. Williams’ professional experience is extensive and includes working as a consultant and problem solving for senior officers at banks nationally. His prior experience includes working as a credit and loan officer for several major international banks and working as a business development consultant in programs sponsored by the SBA and the U.S. Department of Commerce.
Mr. Williams previously served as Treasurer of the Roosevelt Island Residents Association.
Read how our personalized services have transformed financial challenges into success stories.

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