We can enhance your back office with accounting, payroll, and bookkeeping support. When it comes to complex issues, rely on us. 

We’re dedicated to our clients.  We can address your Federal and State tax questions and concerns.  We can develop strategies for both business and individual clients.  Let us tackle your most pressing financial issues.

Located in the Hudson Valley, we proudly serve clients in New York, Pennsylvania, New Jersey, and beyond.  Regardless of your location, we are ready to handle your Federal and State tax needs. 

E. Stephen Shortess, EA, Founder

Terrence Smith, EA, Partner