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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

Kiwi Partners Inc., founded in 2004, is a reputable company located in New York, NY, and its surrounding areas. They are committed to providing high-quality Accounting, Consulting, and HR services, primarily to the nonprofit sector. With over 500 clients, Kiwi Partners focuses on taking on the necessary work, allowing clients to concentrate on their mission and contributing to a better society.

Founded in 2014, P&K CPAs LLC is a reputable accounting firm located in Parsippany-Troy Hills, NJ and its surrounding areas. They are renowned for their technical accounting and consulting services, tailored to each client's unique needs. A distinctive feature of P&K CPAs LLC is the direct involvement of the firm's partners in every engagement, ensuring a high level of expertise and personalized attention.

Founded in 2017, Zelitsky & Company, LLC, located in Mahwah, NJ, offers comprehensive and personalized accounting services. As a specialized CPA firm in Bergen County, they excel in all areas of taxation and provide a full range of bookkeeping and accounting services. They also offer guidance in Quickbooks and serve as business consultants. Their primary goal is their clients' success, ensuring quality service is at the heart of all they do.

Reade & Company LLC, based in Roslyn Heights, NY, is a leading, full-service accounting firm known for its quality service. With a reputation built on high standards, the firm provides a broad range of services tailored to meet the needs of business owners, executives, and independent professionals. The experienced, friendly team offers personal and professional attention to each client, ensuring affordable and efficient solutions. Whether you're asking "What's the Bottom Line?" or seeking comprehensive accounting assistance, Reade & Company LLC is your reliable partner.

Founded in 1984, Angelo & Associates CPAs is a full-service accounting firm based in Clark, NJ. They are dedicated to propelling clients' financial success by providing personalized, professional services for both individual and business needs. They offer a range of services, including tax preparation, business consulting, and QuickBooks setup and support. They also partner with financial services firms to offer wealth management services. Committed to helping clients save money, avoid errors, and free up time, they stand out through their excellent and knowledgeable service.

Established in 1986, Czarnowski & Beer LLP is a leading certified public accounting, auditing, and management consulting firm based in Midtown Manhattan, New York. Reputed as an industry leader, the firm represents over 130 cooperatives, condominiums, and government-funded housing corporations. They offer a comprehensive range of services including auditing, accounting, tax services, and long-term financial planning. Their expertise extends to both traditional and non-traditional areas of finance, serving a broad client base in the NY area and beyond.

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.

Albert Haft CPA, situated in Oceanside, NY, and serving surrounding areas, is an esteemed accounting firm offering a range of services. They specialize in accounting, tax, financial planning, and consulting services tailored to individuals and small businesses. Notably, they possess expertise in international tax planning, tax preparation, and compliance issues. Their mission is centered on providing highly personalized services that meet clients' compliance and planning needs, helping them protect and expand their wealth.