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Many of our clients find that the June, July & August months are ideal to review various financial matters. This review can include home buying, retirement, college savings for children, personal budget analysis and overall credit review. Appointment times are available.
Our office will be closing on Friday May 21, 2004 at noon for our scheduled office maintenance. We will reopen again on Monday May 24, at 9:00 am.
Please advise us if you receive any prior year assessments from NY State Department of Taxation & Finance. Many minor assessments for penalties are incorrect.

