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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 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.

Established in 2011, SuarezBaldomero, P.A. is a highly reputable firm based in Rutherford, NJ. Known for their professionalism, responsiveness, and quality, they offer a wide range of services for business owners, executives, and independent professionals. Their commitment to affordability, experience, and friendliness has earned them a growing international clientele. Founders Belarmino A. Suarez and Joseph A. Baldomero Jr. ensure the highest ethical and professional standards are met at all times.

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.

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.

Founded in 1996, Financial Sense, LLC, located in Darien, CT, offers expert daily money management services to individuals and families both locally and nationally. They specialize in personal bookkeeping, bill payment, income and expense tracking, and financial reporting. Financial Sense, LLC was established to help clients understand and manage their personal finances, giving them peace of mind and freeing up their time. They use technology to provide these services in a remote, efficient manner. Whether you're looking to organize your financial records, monitor your wealth, or better understand your spending habits, Financial Sense, LLC ca

Berard & Associates, CPA's, PC, founded in 1984, offers comprehensive accounting services in Suffern, NY, and surrounding areas. With over 30 years of experience, their highly qualified team caters to individuals, businesses, non-profit organizations, and common interest realty associations. They specialize not only in tax planning and preparation, but also offer audit services, financial statements, controllership services, bookkeeping, and advisory services. Their broad range of services and dedication to their clients makes them a reliable choice for all your accounting needs.

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.