For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Planning

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Notary Services

Whether you’re refinancing your home or participating in any number of legal processes that require legitimization of paperwork, we have an in-house, licensed public notary that can help you.

The Word on Payment Methods for Jamaica, NY Businesses

…payment methods!Try to come up with one thing that’s more important to your Jamaica, NY business than taking in revenue smoothly. Yeah, I couldn’t, either.And making sure that revenue is coming in becomes almost an obsession when you’re feeling the squeeze of...

Alleviating Cash Flow Management Pains for Jamaica, NY Businesses

[1] Because we’re talking cash flow management today… with a recession looming on the horizon and the effects of inflation being felt so hard in everyday life, it’s difficult not to freak out over what lies ahead for your Jamaica, NY small...

Why Should Jamaica, NY Businesses Care About FASB and GAAP?

 Yes, inflation isn't slowing down, even here in Jamaica, NY.Though it's not the main thing I'll be writing about today, I did want to point out this economic elephant in the room for my Manhattan business owner readers and clients, and not just speed on by...

An Accounting Methods Rundown for Jamaica, NY Businesses

Before I get into accounting methods basics today (a subject near to my heart) ... I hope you were able to get in on some Memorial Day activities this past weekend (though I know some Jamaica, NY business owners are in the thick of things during this commemorative...

Making the Most of Your Jamaica, NY Business’s P/L Statement

In the arena of not-so-good news, along with so many other things these days, it looks like IRS interest rates have gone up for Quarter 3. Inflationary insults to injury for Jamaica, NY business owners. With that said, the IRS has also done some good for some...

W. Scully, CPA, P.C.’s Guide to the Profit and Loss Statement

As a small business owner, you’re often preoccupied with all the things that go into running your Jamaica, NY business – the daily logistics, managing employee workflow, paying the bills, bringing in more customers… making a profit. Let’s focus on that last one,...

Three Financial Statements Jamaica, NY SMBs Need To Get Right

If you’re a successful Jamaica, NY business owner in this high-pressure time, you’ve learned to master the art of the pivot. You have learned it's good to sometimes change direction to take advantage of new opportunities to improve your business.Pivot on pricing,...

Customer Relationship Management Software for Jamaica, NY Businesses

Apparently, it is National Small Business Week. And while I tend to think these kinds of “national weeks” or days, or what have you, are often pretty silly … well, as someone who has been in the trenches with the SMB community over the last few years, I...

Time Management Software Choices for Jamaica, NY Businesses

Tax “season” is over – at least for most of us. For all tax-exempt organizations operating on a calendar year basis, just a little nudge regarding the May 16th filing deadline. Plus, if you are military or know someone in the military, they may have a filing deadline...

What is the Best Payroll Software for Your Jamaica, NY Small Business?

Tax season is finally over, and although I love helping my clients with filing their taxes, I am here relaxing before I take on my next challenge. But, please, read on…Every Jamaica, NY business owner in today’s inflationary environment is looking for ways to...

How You're Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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