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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

Steven Golodny CPA, P.C., established in 2012, is a boutique tax and accounting firm situated in Midtown Manhattan, New York, serving the surrounding areas. Boasting over 50 years of experience, they offer a wide range of services to both businesses and individuals. They also have a large network of professionals in law, financial planning, investments, insurance, real estate, special needs, and eldercare to provide a comprehensive solution to your unique needs.

Lawrence Pappas CPA, located in Bloomfield, NJ, is a dedicated firm committed to the prosperity of small businesses and middle market companies. With over a decade of experience serving clients in New Jersey and New York, they offer personalized services designed to add value to your business and support you in the current economic climate. They believe in the importance of a trustworthy accountant who not only helps you save on taxes but also assists with crucial business decisions.

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.

H&B Premier Tax and Accounting LLC, located in Baldwin, NY, is a full-service accounting, tax preparation, and tax resolution firm. They are dedicated to enabling and empowering individuals and businesses to take control of their finances. More than just accountants, they are seen as profitability consultants and business partners by their clients, serving the Greater New York Metropolitan area, Long Island, and its suburbs.

Parker & Russo Associates, based in Hoboken, NJ, is a comprehensive accounting firm. They specialize in providing a wide range of services including accounting, payroll, taxes, financial analysis, and consulting for small to medium-sized businesses. They also offer tax return preparation for individuals, businesses, non-profit organizations, and more. Parker & Russo Associates are known for their commitment to their clients in New Jersey, Philadelphia, and New York City.

Howard Wurzel CPA PLLC, based in New York, NY, offers over 25 years of dedicated service in tax, financial planning, and consulting. They prioritize their clients' needs, boasting a high retention rate of over 98%. As a certified public accountant and financial planning expert, Howard Wurzel CPA PLLC specializes in personal and business tax filings, financial planning and budgeting, and providing invaluable advice to growing businesses. Their mission is to help clients navigate the complexities of financial planning and establish the best organizational structures for their needs.

Oscar Abraham CPA, founded in 1975, is a full-service Accounting firm located in Brooklyn, NY, and the surrounding areas. Dedicated to professionalism, responsiveness, and quality, they offer a wide range of services for business owners, executives, and independent professionals. Whether for profit or non-profit organizations, their affordable, experienced, and friendly team excels in delivering outstanding service across various industries and professions.

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.