We are dedicated to providing quality service and exceptional customer care.

Robert is a partner in the firm. He has over 35 years of experience in individual and business taxation, internal accounting, auditing, compilation, review, and management advisory services for a diverse clientele.

Robert has also been involved with varied small businesses, not for profit organizations, trusts and foreign entities with operations in the United States.

Robert is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. He is also a member of the AICPA Tax Section.

Robert graduated with a B.S. degree in accounting, with honors, from Long Island University C.W. Post School of Professional Accountancy.

James is a partner at the firm. He has over 30 years of experience in taxation, internal accounting, auditing, compilation, review, and management advisory services. His client base is varied and includes high net worth individuals, large and small corporations, real estate, investment, and professional partnerships, not-for-profit organizations, trusts, and estates.

James is also involved in assisting foreign entities that have operations in the United States with their tax filing requirements.

James is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.

James graduated with a B.S. degree in accounting from New York University's Stern School of Business.

Maureen has been with the firm for over 30 years. She is responsible for compilations, reviews, and tax preparation. She has worked extensively with small businesses, supporting the integration and use of their computer accounting packages, including QuickBooks.

Maureen is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.

Maureen graduated with a BBA degree in accounting, with honors, from Adelphi University.

Dan has been with the firm for over 10 years.  He is experienced in preparing and reviewing complex partnership, corporate, S-corporate and individual tax returns as well as audit management, compilations, reviews and preparation of trust accountings.  Focuses include tax planning for high net worth individuals, tax compliance for private equity funds and Federal Acquisition Regulation (FAR) overhead audits.

Dan is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. Dan graduated with a B.S. degree in accounting from Fordham University and also holds a Master's degree in accounting from Hofstra University.

Meaghan has been with the firm for over 7 years. She is experienced in preparing and reviewing partnerships, S-corporate, private foundations, exempt organization, and individual tax returns. She works with individuals, businesses and organizations supporting their internal recordkeeping and payroll functions.

Meaghan is a member of the American Institute of Certified Public Accountants and the New York Society of Certified Public Accountants.

Meaghan graduated with a B.S. in Professional Accounting from the State University of New York at Oneonta.

Chris joined the firm after beginning his career at Deloitte, where he focused on individual tax compliance for high-net-worth individuals, foreign reporting and compliance for US Citizens and permanent residents, and multistate tax considerations at the individual and business level.  He continues to focus in these areas and is also involved in foreign and domestic entity tax compliance, private equity tax compliance, tax planning, and assurance engagements. 

Chris is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.  Chris graduated from Stony Brook University with a Master of Science in Accounting and a Bachelor of Science in Business Management and Economics.  He is also a CFP® certificant.

John was a partner at the firm for more than 35 years and is now a consultant to the firm and our clients.

His experience and expertise include audits and tax work for U.S. subsidiaries of foreign corporations as well as accounting, consultation, and tax work for private domestic companies and their owners. John's consulting engagements include the starting of new businesses as well as succession planning for multi-generational family business entities. He also advises clients on estate planning and estate administration.

John is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.

John received a B.S. degree in accounting from Saint Francis University and a J.D. degree from New York Law School.

Linda was a staff member of the firm for over 30 years. She is experienced in complex personal tax returns. She also enjoys working with individual clients to help manage their finances.

Linda is also proficient in estate administration, and the complexities of trust accountings and fiduciary income tax returns. Compilations are also a part of her client base.

Linda holds an MBA in accounting from St. John's University and is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.