Questions clients ask.

Yes — the firm meets with clients by appointment only, Monday through Friday, 10am to 4pm. Book a consultation through the contact page or call 212 336-0841, and we'll find a time that works. (Draft — to be confirmed)

That depends on your situation, but common items include W-2s, 1099s, a copy of your prior-year return, and any IRS or state notices you've received. Bring what you have — anything else can be confirmed when you book. (Draft — to be confirmed)

Yes, both. The firm handles individual returns and business tax, along with trust and estate tax, planning, advisory, accounting, bookkeeping, and payroll. If your personal and business finances overlap, having one firm see the whole picture keeps things consistent. (Draft — to be confirmed)

Yes — IRS representation is one of the firm's core services. Bring the notice to a consultation; the firm can review it, explain what it actually means, and respond to or represent you before the IRS. (Draft — to be confirmed)

Through the firm's client portal — use the Secure Upload button in the menu. Please never send tax documents or personal information by plain email, and keep the website contact form to general questions only. (Draft — to be confirmed)

Every engagement starts with a consultation. From there, the scope of work and the fee are agreed before any work begins, so there are no surprises. For a quote specific to your situation, contact the firm. (Draft — to be confirmed)

The earlier, the better. Booking ahead of the filing rush leaves time to gather documents and resolve questions before deadlines rather than under them. If you know you'll need an appointment, reach out as soon as your documents start arriving. (Draft — to be confirmed)

The firm is based in New York City, but distance is rarely a problem — consultations can be held by phone, and documents move through the secure client portal. If your situation involves more than one state, mention it when you book so it gets proper attention in your consultation. (Draft — to be confirmed)

Size, and what it allows. A boutique practice keeps its client base small enough to know each client's situation well, so advice is personal rather than one-size-fits-all. It's also why the firm works by appointment — each meeting gets real time and attention. (Draft — to be confirmed)

Yes — the firm works year-round, Monday through Friday, 10am to 4pm. Planning, advisory, accounting, bookkeeping, and payroll all continue through the year, and the best tax planning usually happens well before filing season. (Draft — to be confirmed)