Services

Our Comprehensive Services

We specialize in delivering expert financial solutions tailored to meet your specific needs. Whether you're planning for retirement, managing your business, or seeking to resolve tax issues, our team is here to help you navigate your financial journey.

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Tax Debt Resolution

Resolve outstanding tax issues with expert assistance from our team. We help you negotiate with the IRS and state agencies to reduce debt and manage obligations.

*Tax preparation & IRS resolution services provided by IRS Enrolled Agents®

Tax Preparation and Planning

Get accurate, timely tax services that meet your personal or business needs. We assist with tax preparation, filing, and strategic planning for future savings.

Business Consulting

Enhance your business’s performance and strategy with tailored consulting. We help you optimize operations, improve profitability, and drive growth.

Investment Planning

Align your financial goals with smart investment strategies. We provide personalized guidance to help you grow and protect your wealth.

*Investment products and services are offered through LifeMark Securities Corporation, member Financial Industry Regulatory Authority (FINRA)/Securities Investor Protection Corporation (SIPC).

Real Estate and Mortgage Brokerage

Navigate homeownership and property financing with confidence. We provide personalized mortgage solutions and real estate guidance, working with a wide network of third-party lenders to help you secure competitive loan options aligned with your financial goals.

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

Financial Analysis& Advisory

Understand your financial position with in-depth analysis. We provide customized financial management strategies and advisory services to help you achieve your goals.

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