​​​​Working directly with our clients in every aspect of business and taxation located in New Hartford, NY and serving Utica, Rome and the surrounding areas. 
 Locally and throughout the country businesses, individuals, schools, and goverment agencies are taking precautions to help stem the srpead of the coronavirus.  As part of this effort we are asking that our clients mail in their tax information.   Upon completion we will in turn mail the prepared copies back to you.  If there is reason for you to see us you can call to make an appointment.  We thank you for your assistance during these trying times.  ​​


Taxes affect just about every aspect of our lives.  Getting a job, starting a business, getting married, having children, buying a house, investing, all create different tax situations. 

Keep control of these events and their tax implications.  Call us and let us help you through these important events in your life and keep your taxes and finances under control.

​Don't wait until tax time and then find out there could have been savings.
Certified Public Accountant
   New Hartford, N.Y  
        Phone 315-797-7011
        email                        We provide direct one-on- one
contact with our clients.   
Tax matters -
  • Preparation of returns filed electronically
  • IRS tax matters; audit, or collection we have the experience you  need on your side .
  • Tax planning for individuals and businesses.   
Business issues -
  • Financial statements
  • Bookkeeping
  • Payroll
  • Budgeting
or Personal finances

We will guide you through the entire

Tax time is now upon us, come in and let's discuss your options.

​First Consultation is Free,  so call us soon.


 Tax News
Coronavirus Aid, Relief and Economic Security  (CARES)
   Consulting and Advisory Services

   Establishing goals and planning will make the future 

​   much easier and brighter.

   We can provide services from planning to business          valuations.
Checklists &
Helpful Hints​

We take pride in knowing that we provide one-on-one personal service to our clients.  This enables us to understand the needs of our clients and where we can help, especially with small businesses.  

For many of our business clients we  act as a pseudo controller.  Assisting the owners with in various areas such as, taxes, financial planning, budgeting, cash flow analysis, and financing.

If you are a small business owner or an individual with questions on your finances and taxes let us help you figure it out.

We also provide assistance in many areas by including articles and checklists here on our website, check out some of the helpful tips we have.

"Any one may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one's taxes."
Judge Learned Hand,  Gregory v. Helvering, 69 F.2d 809 (2d Cir. 1934)

We have the knowledge and expertise to help you keep your taxes as low as is legally possible.   Whether its preparing your tax returns, representing you on an audit or collection action, we will provide you with our many years of experience and training.

  1. Personal Attention
    Personal Attention
    We provide one on one direct contact with our clients.
  2. Client Help
    Client Help
    There are many events in peoples lives that affect their finances and taxes. We are there to readily help when these issues arise.
  3. Client Success
    Client Success
    We work hard to ensure the success of our clients. Whether they be corporations, small businesses or individuals.
Let us Help You
We offer  tax and accounting services tailored to meet your needs.​​
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