Firm Profile

The Firm began operations in May 1986 and consists of nine individuals; two partners, five professional staff and two administrative personnel. Geographically, our clients are located approximately as follows:

Our client base is mainly; closely held businesses, including manufacturers and wholesalers, with sales to $45 million; real estate related, including general partnerships, limited partnerships, developers, owner-user properties, cooperatives and condominiums; professionals, including physicians, dentists and attorneys; investment partnerships; charitable organizations; and high net worth individuals.

In addition, we perform a substantial amount of work in the financial planning and estates and trusts area. The backgrounds of the partners and staff are well-diversified, allowing us to enjoy a broad range of knowledge and expertise. Our current structure allows us to offer quality "hands on" services to our clients.

The Firm owns and occupies suites in a condominium office building conveniently located in western Nassau with easy access to the Floral Park station of the Long Island railroad and all major highways.

We believe in the value of relationships.  We view every client relationship like a partnership and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.

We provide a variety of services including:

Our continual investment of time and resources in professional continuing education, state-of-the-art computer techology and extensive business relationships is indicative of our commitment to excellence.