Taxes • Estates • Estate Planning

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Our Credentials



(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.






Memberships & Affiliations


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


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Certified Public Accountants

New York & New Jersey