Founded in 1987, Wallace Investments, based in New York and serving surrounding areas, has proven to be a trusted partner for individuals and families seeking to protect and grow their assets. Their unique, proprietary investing approach has consistently outperformed most hedge funds, providing clients with higher income from their 401k, IRA, and other investment accounts. Besides investing, the firm offers a full range of accounting services, tax preparation, and business consulting. They pride themselves on their commitment to putting their clients' interests first, offering personalized financial planning with a focus on income replacement

Ayzenberg Consulting LLC, based in New York, is a specialized boutique firm with a dual focus on Certified Public Accountant (CPA) and Attorney services. This firm, led by CPA and Attorney Daniel Ayzenberg, places a strong emphasis on corporate and individual tax returns, audited financial statements, and real estate services. Ayzenberg Consulting LLC goes beyond simply providing financial statements and reports, they work closely with clients to ensure comprehensive understanding of their financial situations, aiding them in making informed business decisions.

Founded in 2003, Acuity Knowledge Partners is a renowned provider of high-value research, analytics, and business intelligence. Based in New York, NY, and serving surrounding areas, Acuity supports over 300 financial institutions and consulting companies. Leveraging a team of 2,500+ subject-matter experts globally, Acuity empowers its clients to drive revenue higher, innovates with proprietary technology, and enables transformation of operating models and cost bases. They specialize in customized research and analytics for the global financial services sector.

Legendary Lin Tax Service, founded in 2001 and located in New York, NY, is an expert accounting and consulting firm. With over 15 years of experience assisting clients throughout the U.S, they specialize in helping small businesses and individuals understand and fulfill their tax obligations. They are known for spotting valuable deductions often missed by other tax preparers. Their aim is to provide a worry-free tax filing experience, ensuring a better life for individuals and prosperity for small businesses.

Founded in 1981, Burton & Co., CPAs is a trusted accounting firm based in New York City and Florida. With a heritage of excellence and professionalism, the company offers personalized, quality services to startups, small businesses, and individuals. Whether you need help with tax obligations, record-keeping, or understanding the complexities of tax law, Burton & Co. is committed to empowering clients with the necessary tools. With a blend of traditional and modern accounting expertise, they aim to ensure total client satisfaction.

XYG CPA PLLC, based in New York and the surrounding areas, is a Certified Public Accountant firm specializing in providing comprehensive financial services for individuals, small businesses, self-employed professionals, freelancers, and non-profit organizations across various industries. Their expert team, led by Tracey, offers individual and business income tax management, payroll and sales tax, audit, bookkeeping, QuickBooks setup and training, and business formation. XYG CPA PLLC goes beyond simple financial statement preparation and tax returns, working collaboratively with clients to equip them with the necessary information for sound bu

Founded in 2009, Custom Accounting Inc is a reputable full-service accounting firm based in Brooklyn, NY. Known for its uncompromising integrity, the firm provides a broad range of affordable, experienced, and friendly services for business owners, executives, and independent professionals. With a focus on quality accounting services and money-saving tax strategies, Custom Accounting Inc is committed to helping build your business and personal wealth.

Founded in 2008, Moshe F Teitelbaum, CPA is a trusted accounting firm based in Brooklyn, NY. They offer a comprehensive suite of professional accounting and tax services to businesses, individuals, and not-for-profit organizations. With a reputation for high standards, they strive to provide insightful advice and outstanding service to assist clients in making informed financial decisions. From business formation and QuickBooks services to personal tax preparation and IRS representation, Moshe F Teitelbaum, CPA is dedicated to exceeding client expectations.

AFG Wealth Management, established in 2018, is a distinguished wealth planning firm serving Hoboken, NJ, and surrounding areas. They offer an extensive range of services, with a prominent focus on investment. However, AFG is not just about investments - they devote equal attention to retirement planning, estate management, education funding, and tax analysis. With their comprehensive approach, they provide an all-encompassing wealth planning solution for their clients.

Established in 2008, Walls Financial Group is a comprehensive financial concierge firm based in New York. They offer diverse services such as financial planning, bookkeeping, tax preparation, and estate planning to both businesses and individuals. The firm prides itself on its commitment to its clients' financial success, with a dedicated team led by Brian Walls, a seasoned professional with decades of industry experience. Walls Financial Group serves as the one-stop destination for all finance-related needs.