Certified Public Accountants

Welcome and thank you for visiting our website. For our existing clients, we offer the “Electronic Tax Notebook” which you can use to enter tax information via our website. You can then mail us your tax documents and we will do the rest.

As you browse through our website, you will see that not only have we highlighted background information on our firm and the services we provide, but have also included useful resources such as informative articles (in our Newsletter section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external websites that we felt would be of interest to our clients and visitors (in our Internet Links section). Please feel free to contact us with any questions or comments you may have - we'd love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.

Disclosure: Securities offered through: TFS Securities, Inc., Member FINRA/SIPC, a full service broker dealer located at 847 Broadway, Bayonne NJ 07002 (201) 823-1030. Investment advisory services offered through TFS Advisory Services, a division of TFS Securities, Inc. 

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GainsKeeper provides you the ability to aggregate your investments from multiple accounts into a single location.  From there, cost basis is automatically tracked and adjusted for corporate actions (splits, mergers, etc) as well as wash sales.  Provides full capital gain calculations for the Schedule D, as well as tax-smart trade advice and asset allocation. 

GainsKeeper arms you with accurate cost basis, capital gain tax lot data, and trade decision tools that maximize after tax returns - powering better results for your investment portfolios.  Also, you can provide your tax professional the ability to access your yearly gain/loss data to help in preparation of your tax return.
Access your files with our secure, online document sharing application. Click here to enter your username and password.