Business Details
We have been providing financial services for over five decades, with a team of professionals who have the ability and expertise to assist with nearly all areas of financial services. Our group offers a wide range of services, including business accounting, corporate financial management, QuickBooks consultations and setup, controller services, capital budgeting and cash budgeting, tax and retirement planning, health insurance and employee benefits consulting, and more. We have a strong commitment to client satisfaction and strive to deliver world-class financial services that enhance information and improve decision-making. Our team is led by experienced professionals, including Don Benson, who has over 30 years of public accounting experience and specializes in providing tax reduction strategies to business clients.
We have a proactive and common-sense approach to our clients' needs, and we are dedicated to helping them achieve their financial goals. We have a strong presence in our local community, with offices in Oneonta, New York, and Cocoa Beach, Florida. Our team is active in various not-for-profit organizations and has received recognition for our contributions to the community. We are proud of our achievements, which include facilitating corporate asset sales to foreign multi-national firms and structuring installment real estate sales to secure the most favorable terms for our clients. We are committed to continuing to provide exceptional financial services to our clients and to helping them navigate the complexities of the financial world.
We have a proactive and common-sense approach to our clients' needs, and we are dedicated to helping them achieve their financial goals. We have a strong presence in our local community, with offices in Oneonta, New York, and Cocoa Beach, Florida. Our team is active in various not-for-profit organizations and has received recognition for our contributions to the community. We are proud of our achievements, which include facilitating corporate asset sales to foreign multi-national firms and structuring installment real estate sales to secure the most favorable terms for our clients. We are committed to continuing to provide exceptional financial services to our clients and to helping them navigate the complexities of the financial world.
Highlights and features
- We have over 30 years of public accounting experience
- We offer a wide range of financial services
- We have a proactive and common-sense approach to client needs
- We are dedicated to delivering world-class financial services
- We have a strong commitment to client satisfaction
Services
Tax Planning
We provide tax planning services to individuals and businesses. Our team of experienced professionals will work with you to develop a comprehensive tax plan that minimizes your tax liability and maximizes your savings. We will help you navigate the complexities of the tax code and ensure that you are taking advantage of all the tax savings available to you.
Accounting
We provide accounting services to individuals and businesses. Our team of experienced professionals will work with you to develop a comprehensive accounting system that meets your unique needs and helps you achieve your financial goals. We will help you with financial statement preparation, budgeting, and financial analysis.
Wealth Management
We provide wealth management services to individuals and businesses. Our team of experienced professionals will work with you to develop a comprehensive wealth management plan that helps you achieve your long-term financial goals. We will help you with investment planning, retirement planning, and estate planning.
Business Consulting
We provide business consulting services to individuals and businesses. Our team of experienced professionals will work with you to develop a comprehensive business plan that helps you achieve your business goals. We will help you with business strategy development, operational improvement, and financial management.
QuickBooks Consultations
We provide QuickBooks consultations to individuals and businesses. Our team of experienced professionals will work with you to develop a comprehensive QuickBooks system that meets your unique needs and helps you achieve your financial goals. We will help you with QuickBooks setup, training, and support.
