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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

Founded in 1989, James P. O'Day C.P.A., P.C. operates in Glen Head, NY, and the surrounding areas. As a leading firm in the region, they offer a blend of personal service and expert advice. Their services range from accounting and auditing to cash flow management, business valuation, and strategy planning. They are also adept in handling IRS problem resolutions, estate and trust matters, and business formation. Their dedication to helping clients make informed financial decisions is what sets them apart.

Founded in 2008, AATC is a Bronx, NY-based company that empowers people and businesses financially. Their services cover a wide range, from individual tax preparation to financial planning, and from business taxes to business planning. They specialize in supporting small to medium-sized businesses and startups at any stage of their development. AATC prides itself on its customer-first approach, striving always to exceed expectations with their thorough, quality service. Whether you're looking for individual financial support or help growing your business, AATC has something to offer.

Tepp Accounting Services, located in Westfield, New Jersey, offers expert tax, accounting and financial services to small businesses and individuals. With a strong commitment to excellent client service and technical expertise, they provide robust business planning, tax strategy development and financial reporting. Their entrepreneurial spirit and community commitment set them apart in navigating today's business environment. The president, David Tepp, is a licensed CPA with extensive experience in addressing the financial needs of small businesses.

PM Taxes, founded in 1980, is a reputable and experienced tax firm located in Brooklyn, NY, and serving the surrounding areas. As a team of dedicated tax professionals, they offer quality work and guidance to help clients make informed financial decisions. PM Taxes provides a full range of accounting services, IRS audit strategies, and business consulting, ensuring your business's growth and success. They pride themselves on their expertise and the individual attention they provide to each client.

Founded in 2016, Wadsworth Financial is a full-service, virtual accounting, bookkeeping, and tax preparation firm based in South Orange, NJ. The firm is committed to transparency, professionalism, and integrity, aiming to make finances fun, informative, and unintimidating. Passionate about client legacy, Wadsworth Financial educates, encourages, and challenges its clients to build, enhance, and safeguard their financial futures.

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 1982, Bruno DiBello & Co., LLC serves Totowa, NJ, and surrounding areas. They are dedicated to providing superior client service, which has earned them a spot in the Top Fifty Accounting Firms in New Jersey by NJBIZ magazine. Their focus is on delivering professional service and guidance of the highest quality. This commitment to excellence is what makes Bruno DiBello & Co., LLC a trusted name in accounting.

Established in 1933, Alexander Summer, LLC is a reputable, family-owned real estate firm based in Paramus, NJ, serving the surrounding areas. With a long history of providing top-tier real estate solutions, their primary goal is to preserve and create real estate value for their clients and partners. Their strategic capability and robust service approach stem from the owner's or investor's perspective they bring to their asset management assignments, ensuring services of the highest caliber.