Mission Statement

Our commitment to excellence will be consistently reflected in the work we do.

Firm's History

In a shared storefront space long ago in the West Village of New York City, a sign was hung up in the window displaying “Income Tax Returns Prepared Here.” That part time startup quickly outgrew the space and the business was moved to our prior location on Canal Street, just north of the civic center, in lower Manhattan. We were surprised, how many clients from the former West Village location seeked us out.

Over the years the firm expanded twice at that location, acquiring the space left and right of the original 500sf. In 2014 it was decided to relocate the office to our current location at 41 Elizabeth Street, just a short walk from the prior location. We're still within the same vibrant community, near the entrance way of the Manhattan Bridge.

Predominantly every member of the firm that our clients have gotten to know over the years remain the same. We continue to be that boutique team of highly skilled professionals. 

Over the years the firm has essentially been built on client referrals (we do not advertise), a testimony to the regard and esteem our clientele has for us. Our client base has vastly diversified beyond the community we originally intended to serve. We are very proud of this accomplishment.

It's also an honor that the younger generation of our long time clients continue the trusted relationship with us for their own tax, accounting, business and advisory needs.

The Practice Today

The firm is multilingual, fluent in Cantonese, Mandarin, Spanish and English.

We're an energetic team that is forward thinking and remains knowledgeable and current on all matters of the tax codes, both individual and corporate.

Our research skill on tax matters is highly refined, filtering through the ever changing regulations and complexity of the US Tax Codes, which span more than 70,000 pages. We're an authorized e-filer with the Internal Revenue Service. 

Our firm utilize the latest in technology. Including time saving remote conference with our clients and their fiduciaries. Only advance level tools are used in our practice that includes digital vaults at various off site locations. We have strict security protocols to protect our network infrastructure. Our investment in technology is to improve processing, ensure accuracy and enforce security.

Every client's situation is different and dynamic. By reviewing past returns and asking precise questions, we're able to formulate tax saving strategies for our clients to rightfully not pay more than the fair share. Tax planning is a significant part of one's personal finance.

Beside governmental compliance, we are essentially an indispensable member of our client’s business team, helping with planning and decisions. We have no vested interest in any product suggested nor collect a commission on any referrals.

The primary goal of a trusted adviser is to provide insightful advice, free of bias and conflict of interest. Our clients are always informed of all potential best and worst case scenarios.

Our fees are based on our experience of the time and expertise required for a particular task. Our clients attest to our standard of honesty and integrity.

We're an established ethical firm with 30+ years of licensed professional practice. We are experienced and knowledgeable at what we do because tax and accounting are the only things we do.