Accountant in Roslyn Heights, NY
A full-service accounting and financial services firm serving business owners, families, and independent professionals. Individual services cover estate planning, real estate, retirement planning, and financial planning, while business services include entity formation, strategic business planning, cash flow management, succession planning, financing options, and CFO-on-the-go support. Tax work spans tax planning, preparation, and tax issue mediation, and the firm also handles QuickBooks setup and tune-ups. Industry focus areas include construction and contractors, restaurants and hospitality, healthcare and medical, and real estate, and the team combines accountants with management consultants and more than 25 years of experience.



