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 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.

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.

Founded in 1984, Anderson & Gilbert, Inc. is a trusted partner in success for businesses in Keene, New Hampshire and the surrounding areas. With a personal approach, they work to provide the best solutions for each client's unique needs. Their seasoned expertise allows them to offer a full range of professional services, including accounting and tax preparation. They take care of your business needs, so you can focus on what's most important. Anderson & Gilbert, Inc.: large enough to serve you, small enough to know you.

Brian Shaltakoff CPA, PLLC, founded in 1995, serves as a highly experienced full-service Certified Public Accounting and financial services firm based in New York. They offer a comprehensive range of services including taxation, tax issue resolution, mortgages, new business consulting, and payroll. Notably, they cater to a diverse clientele of over 400 clients across 30 states and 5 continents, ranging from artisans to multinational corporations, physicians, bankers, and attorneys.

HKMP, LLP, based in New York and its surrounding areas, offers a comprehensive range of professional advisory services to individuals, businesses, and organizations nationwide. With strategic, forward-thinking support, they aid their clients in achieving growth and prosperity. HKMP is dedicated to delivering top-tier accounting advisory services and specializes in financial, tax, accounting, and business services. Their unwavering commitment to excellence ensures the unique financial needs of their clients are their highest priority.

Marcum LLP, founded in 1951, is one of the largest independent public accounting and advisory services firms in the nation, headquartered in New York City and serving the surrounding areas. They offer a full spectrum of traditional tax, accounting, assurance services, advisory, valuation, litigation support, and an extensive range of specialty and niche industry practices. Marcum LLP serves privately held and publicly traded companies, as well as high-net-worth individuals, with a focus on middle-market companies and closely-held family businesses.

Established in 2009, TaxFirst, Inc. serves New York and surrounding areas with a focus on the unique accounting, bookkeeping, and tax needs of small businesses and individuals. As a local Manhattan CPA firm, they deliver personal service and competitive rates. Specializing in business valuation services, TaxFirst assists with litigation, insurance needs, mergers, and buy-sell agreements. They are also experts in tax planning and preparation, business valuations, forensic accounting, and offer support in QuickBooks, financial statements, budgets, and new business advisory.

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.

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.