You need more than just a good accountant. You need a great accountant who understands your business. There is no substitute for experience.  Follow are areas of our specialty and experience:

Co-Ops and Condominiums

We assist in providing specialized audit, accounting, taxation and advisory services required of cooperative housing corporations and condominium associations around the NY state area.

Our services include:
  • Audits
  • Reviews
  • Compilations
  • Preparation of tax returns
and 1099 forms
  • Assistance during the budgeting process
  • Representation during tax audits
  • Computation of stockholder tax deductions (mortgage and real estate tax) pursuant to IRC Section 216
  • Consultation on mortgage qualifications and assistance with mortgage refinancing

Private Schools

We understand the complex finances and strict regulations with which private schools are challenged. For more than 30 years, our firm has provided specialized accounting, tax, and advisory services to help private primary and secondary schools thrive. Our extensive experience working with private school administrators, boards, and donors helps to safeguard investments and ensure financial viability both now and long into the future.

Our services include:
  • Audit & Assurance - We conduct audits designed to meet the specific compliance needs of private schools and nonprofits receiving government grants.
  • Tax Planning & Prep - Our experienced CPAs stay up-to-date on latest IRS guidelines for 501(c)(3) organizations to minimize your tax liability.
  • Budgeting - We create customized budgets aligned to your school's strategic plans to keep finances on track.
  • Financial Reporting - We provide full financial statement services presented in the unique ways needed to report to boards and school committees accurately.
  • Donor Services - From endowment reporting to gift acceptance policies, we help schools manage donations and funds properly.
  • Board Training - We conduct specialized training to help private school Boards of Directors fulfill state and IRS financial oversight requirements.

Legal and Professional Services

Legal and professional service providers often grapple with intricate billing structures, trust accounts, and client expense tracking, making their financial management unique. We assist in accurately tracking billable hours, managing cash flow, managing client trust accounts, and ensuring compliance with industry-specific tax regulations, such as those related to legal fees.

We assist in the accurate and timely preparation of K-1’s for partners knowing how important the individual partner needs are for tax reporting purposes. We also take full advantage of state specific tax planning opportunities related to the partnership pass through entity tax structure. Our services will enable your legal or professional services firm to focus on delivering high-quality services while managing your finances effectively in a competitive landscape.

Our services include:
  • Improving Revenue Cycle
  • Financial Planning & Tax Planning
  • Succession Planning
  • Estate Tax Planning
  • Retirement Planning to Maximize your Tax Benefits
  • Profit Per Partner Analysis
  • State-Filings
  • Tax Planning and Compliance

Real Estate

Real estate transactions involve complex financial structures, property investments, and a multitude of tax considerations. We assist clients in property portfolio management, tracking income and expenses, and optimizing tax strategies, including deductions and credits specific to real estate holdings. Additionally, we are well-versed in navigating real estate tax laws and regulations, such as 1031 exchanges and capital gains tax implications. By providing tailored financial solutions, our real estate clients are able to efficiently manage their investments, minimize tax liabilities, and maximize returns on their real estate ventures.

Our services include:
  • Review and tax return services
  • Passive Activity Loss Analysis
  • 1031 Exchanges
  • Cost Segregation Studies
  • Property Acquisition Analysis
  • Rental Income Reporting
  • Property Development Accounting
  • Tax Incentives and Credits

Healthcare Providers

Healthcare organizations operate within a highly regulated and complex financial landscape, where precise record-keeping, compliance, and cost management are paramount. We are well-versed in healthcare-specific tax considerations, including Medicare and Medicaid reimbursement, medical expense deductions, and healthcare compliance regulations. By delivering personalized financial solutions, our clients are able to streamline their financial operations, minimize tax liabilities, and maintain the fiscal stability required to deliver quality patient care and navigate the challenges of an ever-evolving healthcare industry.

Our services include:
  • Tax planning strategies
  • Medicare and Medicaid Reimbursements
  • Value & risk-based modeling and reporting
  • Tax Credits and Incentives
  • Financial forecasts and analytics
  • Revenue Cycle Management
  • HIPAA Compliance
  • Medical Expense Deductions

Retail Stores

Retailers operate in a dynamic and competitive environment, with multipart financial transactions, inventory management, and sales tax considerations. We will assist in tracking expenses, managing inventory turnover, and optimizing cash flow, all while ensuring accurate financial reporting. Additionally, We are well-versed in the intricacies of retail tax laws, including sales tax compliance and deductions specific to the industry. Our expertise will allow your retail businesses to focus on customer service, product selection, and strategic growth, ultimately enhancing your competitiveness and success.

Our services include:
  • Tax Compliance & Advisory
  • Expense Tracking
  • Inventory Management
  • Cost of Goods Sold (COGS) Analysis
  • Point-of-Sale (POS) System Integration
  • Multi-state Tax Compliance


Nonprofits operate within a unique financial landscape, characterized by diverse funding sources, grant compliance, and stringent reporting requirements. We will assist in financial statement preparation, grant tracking, and compliance with nonprofit-specific tax regulations. Moreover, we are well-versed in identifying available tax exemptions, deductions, and credits that can maximize the financial resources available to nonprofits. Our tailormade approach to your not-for-profit entity will allow you to efficiently manage your financial affairs, maintain donor trust, and fulfill the organization’s mission of making a positive impact in your communities.

Our services include:
  • Nonprofit Tax-Exempt Status Maintenance
  • Financial Statement Preparation
  • Form 990 Preparation
  • Fund Accounting
  • Grant Compliance Reporting
  • Board Governance and Reporting
  • Unrelated Business Income Tax (UBIT) Analysis
  • Tax Credits and Incentives

Restaurants & Franchise Groups

Restaurants function in a fast-paced and often complex environment, where managing expenses, revenue, and compliance with tax regulations can be challenging. We will assist in tracking and categorizing expenses, optimizing inventory management, and ensuring accurate payroll processing. We are well-versed in the unique tax considerations of the food service industry, such as sales tax and tip reporting. By providing comprehensive financial solutions, we enable restaurant owners to maintain profitability, manage their tax liabilities efficiently, and stay compliant with the ever-evolving tax code, allowing you to focus on delivering exceptional dining experiences to your customers.

Our services include:
  • Tax compliance and advisory services
  • Cost of Goods Sold (COGS) Analysis
  • Sales Tax Compliance

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