Our Beliefs

CLIENTS come first. They must receive quality services in every contact.

TEAMWORK is critical. We will make it together, or not at all.

INDIVIDUALS make the difference. They deserve to be treated with fairness and dignity.

EXCELLENCE is our standard of performance. The pursuit of excellence is a journey never completed.

PROFITABILITY and financial strength are essential to our success. They provide opportunities for growth and expanded services.

OUR PURPOSE is to be a premier firm “helping clients succeed” by providing value through excellence in accounting, auditing, tax preparation, retirement planning, business valuation, financial services, information technology and consulting services.

OUR MISSION is to be recognized as the most proactive, team-oriented and innovative accounting, auditing, tax and consulting firm servicing closely-held businesses throughout the Hudson Valley and the New York Metropolitan area.