Services

A full range of tax and accounting work, handled by one experienced professional

The practice is large enough to cover what individuals and small businesses actually need, and small enough that Bob studies your situation personally before advising on it. Services are grouped by the situation that brings people in.

01

Prepare and Plan

Individual, business, estate, and trust tax preparation supported by planning that happens before the return, not after it.

02

Resolve IRS Problems

Representation for audits, notices, disputes, balances, and other federal or state tax matters — with an Enrolled Agent authorized to speak to the IRS on your behalf.

03

Strengthen a Small Business

Accounting, bookkeeping, payroll, sales tax, financial statements, and software guidance for owner-led Long Island businesses.

Not sure which of these you need?

Describe the situation and Bob will tell you what is actually involved — including when the answer is that you do not need much at all.