Accountants in White Plains

“We had the same accountant for ten years until he sold his family-run firm to a larger one. Everything changed after that - the service we got was terrible and we were anxious to find someone we could have a personal relationship with and trust. I’m in finance and have complicated compensation structures; my husband is self-employed and also has personal investments involving a high level of complexity. We interviewed a number of candidates in westchester and decided to go with Ed Heller and his team. We are so glad we chose them. They are efficient, responsive and creative in their approach. Not only did he end up finding things we had missed in previous returns but he and his team were an absolute pleasure to deal with. Highly recommend!“

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“I’ve been with this company for over 15 years, nothing for professionalism and great service. Even if you were audited, he will support you and help you.“

“Very good service, Franz Martinez attended to me personally. Franz is an excellent person, very professional, efficient and very polite. He explained the entire procedure to my partner and me., He had the patience to go step by step so that we understood what he did for us and what our best options were. He helped us in the entire process of creating a business and also in my personal taxes, the price is fair and the results are very satisfactory, in addition he is always available when we require his help or services, for all these reasons I highly recommend his services.“

“Steve M Kaplan teamed with a mediator for our separation agreement. Steve addressed the concerns of my spouse as regards financial transparency, best practices to split the financial assets, answered pointed questions as to past portfolio financial performance with clarity.

Steve also provided guidance for current and future tax planning that left us with effective tools.

I will soon be a repeat Steve client to discuss Required Minimum Distribution planning.“

“JAMES V TAYLOR/CAROLINE TAYLOR, C/O GELFAND AND RENNERT FELDMAN Contributed to Earthquake Victims of Nepal through owner of Bodhi Adventures Pvt. Ltd. Mr MAN RAJ GURUNG. So on behalf of such a Great Kindness and Compassion we’d like to express our heartiest warm ness to JAMES AND CAROLINE TAYLOR.???“

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