Your personal tax coach
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Our services
Our services We can provide you with assistance in all your tax, financial, and business affairs — assistance that will improve your total financial well-being. With our experience and expertise, you can rely on us for all the advice that you need.

We want you to get the best financial and tax help possible.  You can count on us for professional, timely and reliable services, which include the following:
  • keeping your taxes as low as the law allows
  • building your personal wealth through sound tax and financial planning
  • designing recordkeeping and accounting systems that improve business operations
  • helping you solve your business problems and increasing profitability
  • preserving your estate and protecting your most valued assets
  • maximizing your overall savings
  • other areas that are specific to your particular situation

Our commitment to personal service keeps our clients coming back.  Learn more about our services by browsing through our site, and let us know how we can help.

PLEDGE OF CONFIDENTIALITY – Our firm maintains the strictest confidence concerning our clients’ affairs.  You can rest assured that no one will learn about your business or tax status – even the relatives, associates or friends who might have referred you to us.

NEW CLIENTS – If you are a potential client, don’t wait until the last minute to get your tax information in order.  Call us today for a free initial consultation.  We will be happy to evaluate your position and recommend steps that could result in significant tax savings – both for the current year and for many years to come.
Tax preparation & planning
When you have your individual or business tax returns prepared with us, you will experience "The Douglaston Difference":

- A seasoned tax professional to review your tax situation and search for every possible legal deduction to save you the most money

- Year round tax advice: never a fee for routine phone calls and emails. If you have a tax question- just ask!

- Your tax return stored on our secure website and available for you to download at any time

- 3 hours of FREE IRS audit representation if any return we prepare is audited by the IRS (so you have one less thing to keep you awake at night)

- Accuracy guaranteed: we pay penalties and interest if we make a mistake on your return

- We constantly monitor the tax regulations and alert you when we see something that could save you money

- And finally - The best client service in the business!

We prepare and file all types of federal and state tax returns for individuals, businesses, partnerships, corporations, non-profit organizations, estates and trusts.

Your tax professional should do more than put numbers on a form.  We work hard to ensure our clients pay only what they are required to pay by law and not a penny more.

We also offer detailed tax planning services to help our clients save money and plan for such things as retirement, and buying or selling a business.
IRS representation
We are authorized to represent clients before the IRS in all 50 states.  We represent clients in all phases of IRS audit, collection, and tax resolution proceedings including:

- Examinations (correspondence, field office, and onsite)

- Installment agreements

- Offers in compromise

- Interest and penalty appeals

- IRS liens and levies

We will give you an honest assessment of your situation and advise you on the right course of action to settle your tax affairs with the IRS.  The tax resolution salespeople who advertise on late night TV offering to settle your tax debt for “pennies on the dollar” are just that: salespeople.  Such cases are extremely rare.
International tax
We provide international tax consulting to individuals who have relocated to the US.  We specialize in assisting British expatriates in the United States.

We prepare and file United Kingdom tax returns, and we work to ensure our clients obtain the maximum benefits from the various foreign income and tax credits and deductions, and the double taxation treaty between the US and UK.

We can also advise on international aspects of gift, estate, and inheritance tax between the US and UK.
Accounting & bookkeeping
Our accounting and bookkeeping services will help you unlock the value contained in your books.  Your financials should not just be a record of what you did in the past week/month/year, but serve to help you find opportunities to increase profits and plan for the future.

The primary focus of our services is to help you find opportunities to increase profits and improve cash flow.  We will also save you time so you can spend more time making sales and satisfying your customers.

Our range of accounting and bookkeeping services include:

-        Preparation of monthly/quarterly books and key reports to aid management decision making

-        Quarterly “check ups” to identify profit making opportunities and better cashflow

-        Quarterly estimated tax preparation and filing

-        New York State/New York City sales tax return preparation and filing
QuickBooks consulting
As a Certified QuickBooks ProAdvisor, we can help you with all phases of QuickBooks.

QuickBooks is a great tool to reduce administrative burden and free up resources needed to run your business.  However, it is a complex software package with many different features that can be used.  Let us help you get the most out of QuickBooks with the following services:

-         Implementation of QuickBooks and customization to fit your business and goals

-         Cleanup services to ensure everything stays on track

-         Training in either one-on-one or group formats and tailored for your business
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