Our Credentials

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Taxes • Estates • Estate Planning

Certified Public Accountants

New York & New Jersey

We are staffed all year to better serve you

 7 days a week | 9:00am - 9:00 pm


Memberships & Affiliations

(IRS) Enrolled Agents

Empowered by the U.S. Treasury Dept. to represent clients before all administrative levels of the IRS for audits, collections and appeals


Accredited Tax Advisors

Certified Fraud Examiners

Certified Public Accountants

Certified Estate Planners

Certified Financial Planners

Registered Investment Advisors

Stock Brokers

(Series 6, 7, 24, 63, 65 and 66)

Mortgage Bankers

Insurance Brokers/Agents

Real Estate Brokers

Real Estate Instructors

Continuing Professional Education Instructors

Approved sponsor by the U.S. Treasury Dept. and NY/NJ accountancy boards to conduct continuing professional education to Enrolled Agents nationwide and CPAs in NY & NJ.


National Association of Enrolled Agents

American Institute of Certified Public Accountants

NY, NJ, PA Societies of Certified Public Accountants
National Institute of Certified Estate Planners


Association of Certified Fraud Examiners

National Association of Realtors

National Association of Public Accountants

National Association of Tax Professionals

American Association of Attorney - Certified Public Accountants

Financial Planning Association

National Society of Tax Professionals

*Not all Members/Employees hold above licenses or are members of above Associates