We offer personalized, comprehensive solutions aligned with your unique needs and business objectives
CFO + Client Advisory Services
We provide strategic financial guidance and enhance processes to empower you to achieve your business goals
Audit & Assurance
We enable better decision making and foster stakeholder trust through financial statements and forecasts
Tax
We offer comprehensive tax planning services to optimize tax outcomes, ensure tax compliance and mitigate risks
Family Office
We develop tailored financial guidance for families, empowering them to grow their wealth and legacy
We understand the intricacies associated with each of the below industries to show up as a true trusted partner to you
We have a team of dedicated professionals committed to delivering exceptional accounting services to meet every client’s unique needs and goals
Who We Are
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60 SECOND VIDEO
across the industries we serve
Trump Accounts: How to Open an Account for a Child
In our March newsletter article, we provided an overview of the newly established Trump Accounts, a tax-advantaged savings vehicle designed to help families build long-term financial security for children. That…
Read moreProposed Changes to New York PTET Credit Could Increase Tax Burden for NYC Business Owners
Written by Jeffrey S. Gold, CPA LMC Tax Director UPDATE: The final budget approved on May 27, 2026, did not include any of the proposed changes to the PTET credit.…
Read moreAri Shamir Named a 2026 NYCPA Emerging Leader by the New York State Society of CPAs
Ari Shamir, Partner and Family Office Co-Lead, has been named a 2026 NYCPA Emerging Leader by the New York State Society of CPAs. The 2026 Emerging Leaders were recognized at the…
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