Toll Free: 1-866-478-6489                   
Fax: 518-377-9108
376 Broadway, 2nd Floor
Schenectady, NY 12305
                                                                      

Services

We offer a free review of your prior year's tax returns.  There is no contract to sign. 
You do not have anything to lose by contacting us.

BASIC SERVICES

            • Developing a budget to be used as a roadmap
            • Summarizing financial data each month
            • Providing monthly statements that detail receipts & disbursements
            • Providing tax and business recommendations

ADVANCED

            • Consulting on how to provide liability protection
            • Implementing more advanced tax planning
            • Setting up and preparing payroll returns
            • Consulting about retirement plan options 

TAX SERVICES

            • Yearly preparation of income tax returns
            • Tax planning and communication during the year
            • Consulting on tax issues outside of your business 

 

 

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