It has been a pleasure working with Winnie and her team. They are attentive, kind, and consistently…read moreprofessional. Winnie is especially prompt in her email responses. Winnie demonstrates a high level of organization, attention to detail, and thoroughness. Winnie and her team truly provide peace of mind. They turn what could be a complex and overwhelming process into something much more manageable and less intimidating. Thank you!

Wow where do I start? I have been a client for about 15 years now. With Hyton Accounting &…read moreConsulting. Their service is second to none. I have referred many people to this team. I know the service is fair and they move with integrity.

Orley is compassionate and fantastic at what he does. He handled my delicate family situation with…read moregrace and understanding, all while I was going through tough times. If you get a chance to work with Orley, you will be impressed.

From the owner: Fiduciary Financial Planning…read moreFinancial Planning Process Financial Statements Cash Flow Management Financing Strategies Economic Concepts Time Value Of Money Client & Planner Attitudes Principles of Communication and Counseling Debt Management Education Planning Education Needs Analysis Education Savings Vehicles Gift/Income Tax Strategies Risk Management and Insurance Planning Evaluation of Risk Exposures Disability Income Insurance Long‐Term Care insurance Annuities Business uses of insurance Investment Planning Taxation of Investments Investment Risk Asset Allocation Portfolio Diversification Bond and Stock Valuation Investment Strategies Alternative Investments Tax Planning Tax Laws Income Tax (PERSONAL) Income Tax (BUSINESS) Income Tax (Trusts) Income Tax (ESTATES) Alternative minimum tax (AMT) Tax Reduction/Management Techniques Tax consequences of property transactions Charitable/philanthropic contributions and deductions Qualified Charitable Distribution (QCD) Retirement Income and Distribution Strategies Social Security and Medicare Types of Retirement Plans Qualified Plans Other tax-advantaged retirement plans Key Factors Affecting Plan Selection For Businesses Distribution Rules and Taxation Business Succession Planning Intra-Family And Other Business Transfer Techniques Estate Planning Strategies to Transfer Property Gift and Estate Tax Calculations Estate Liquidity Types, Features, and Taxation of Trusts Marital Deductions Postmortem Estate Planning Techn

Under typical circumstances I would have sought my accountant, web developer, attorney, head of…read moresales, and a financial advisor, but three consultations with Michael Telano, and I was able to successfully navigate the COVID crisis (couldn't be more grateful for this man). Mr. Telano was patient, beyond knowledgeable, and steps ahead of the pandemic in terms of business strategy. I thought I was going to be out of business in 120-180 days, but with his guidance I upheld day-to-day operations, kept my staff in tact (though some had to part-time), and because my clients were not operating, I shifted what had become a struggling B2B brick and mortar distribution to an omnichannel B2C. Under his guidance we saved my life's work, and my business/finances are now better positioned for the future than I could have ever dreamed. The guy even helped me rebalance my portfolio (yes, I bought Bitcoin... reluctantly, but am I glad!!!! Owe this man and his consultancy my life!

Very good tax planning services, they helped me saved a lot on tax, recommend to all small…read morebusinesses owners like me

From the owner: At Ivy Tax & Business Inc., we're not your typical accountants; we're dedicated tax reduction…read morespecialists. Our mission goes beyond traditional accounting services, as we are deeply committed to enhancing cash flow for small business owners and investors. Founded with a vision of offering a distinct kind of service, we don't merely document financial history; we proactively guide you with expert advice and strategies to help you earn more and retain more of your hard-earned money. At the core of our service is a team of top-notch tax strategists, providing you with proactive plans filled with court-tested, IRS-approved strategies for minimizing your tax burden. While 'the other guys' often settle for after-the-fact planning, which can lead to outdated information, unpleasant surprises come tax season, and a lack of control, Ivy Tax & Business Inc. stands out by offering ongoing coaching and proactive solutions. With us, you'll enjoy complete confidence, knowing you're paying the least amount of tax possible while you work towards your financial dreams.

If taxes scare you, don't walk but run to Sal Albanese. He is the best accountant I've ever come…read moreacross. Smart, quick, knows the law and was a Godsend to me. I will never use another accountant again.

From the owner: Salvatore Albanese & Company, Certified Public Accountants, was founded by Salvatore Albanese in…read more1984. Sal spent more than six years with a "Big 4" CPA firm splitting his time between the audit and tax departments of Arthur Young & Company (now Ernst and Young). He was responsible for audit and tax assignments for companies such as GE/RCA, American Express, Macmillan, Cheseborough Ponds, UBS/ PaineWebber etc. Sal continues to adhere to the same high standards of quality client service he acquired while working in the "Big 4". He combines this approach with a commitment to meeting client needs quickly, effectively and with a personal touch. We at Salvatore Albanese & Co. like to view ourselves as more than accountants and consultants -- we consider ourselves to be an extension of our clients' management teams. The successful growth and viability of our firm, combined with an impressive list of long standing clients, attests to the effectiveness of our performance.

Honest, reliable and has been doing my tax returns for 10 years, highly recommended. Will work with…read moreyou for whatever needs you have.

Richard is a smart, trustworthy, and very knowledgeable accountant. He is the only person that I…read morewould trust to do my taxes. I highly recommend him.

Having met Glenn Werner quite a few years ago, I started to invest with him a couple of years later…read moreafter first meeting. Based upon his demeanor/professionalism/level of comfort I felt we with him, I turned over my investment account to him. Fast forward to today(going thru retirement/losing spouse/relocating to Florida/buying new home) Glenn was always there making changes/adjustments/keeping me informed and updated. I cannot express my gratitude and good fortune in finding someone like Glenn to make my retirement years as fruitful and financially safe/secure as it is now. I really owe a tremendous amount of gratitude to Glenn. A sincere, heartfelt THANK YOU

Con artists and hustlers. Daniel Lerner in particular is the biggest piece of shit of them all…read more I got suckered into the Energy 12 after telling them I needed a no risk investment with monthly payments. Instead they locked up the funds. Almost immediately, the value PLUMMETED and the monthly payments stopped. DAVID LERNER CANNOT BE TRUSTED AND SHOULD BE AVOIDED AT ALL COSTS!!! Don't have to believe me, check the number of lawsuits against them. Start with FINRA. YOU'VE BEEN WARNED!!