So How Did We Get Here, Anyway?!?

Those of a certain age will remember Sy Sperling and his Hairclub For Men. Well, after dealing with the IRS 15 years ago, fortunatle my own hair is just fine. But my sanity, bank account and even my waistline were another story. But I recovered. If I can do so, you can as well. It may not be everything that you hoped for. But my team can guide you to a better place, financially speaking. While I try not to take myself too seriously, I am hyperfocused on my client's needs.

How does it work? It beginas with a conversation about where you are. I will ask objective questions without turning it into an inquisistion. Once we know your current situation (it may be an eye opener for you too), we can get to work. Records will need to be gathered or re-created. Various team members who cann be helped will be called. The IRS and NYS will be advised that we are on the job, and we have the necessary paperwork to let us handle it while you work on other things.

Sometimes you're not in a mess. You're just brand new as a business owner and are unsure where to start. That's easy. We'll set up the correctprocesses and procedures for you from the beginning. You're the customer, so you're the boss. But once you understand the systems that are in place, we're sure you'll see tha value. If not, we'll make adjustments that are practical AND legal. I wouldn't have it any other way, and you shouldn't either. After all, this is your financial future we're talking about. I take that with the utmost seriousness.

We have simple ways to take care of complex finances. For more information, call us at (631) 943-2600.