I have been coming here for years. Rosael is wonderful, quick, does everything I need and give…read moregreat advice. I would certainly recommend!

From the owner: As Tax Professionals for well over 28 years, we make an effort to get to know and understand the…read moreindividual as well as their business. We find this approach enables us to better serve our clients needs. Our team of associates are knowledgeable, professional and friendly. With Enrolled Agents and Registered Tax Professionals who maintain their skills by taking a multitude of Continuing Education credits each year exclusively in the tax arena, you can be sure that your tax needs will be handled with the utmost professionalism and expertise. Our clients are predominantly in the Performing and Creative Arts industries. However, the scope of our tax experience is wide ranging. We've worked with clients in many industries such as Construction, Design, Education, Hospitality, Life Coaching, Massage/Physical Therapy, and countless others. Our focus is on individual and small business taxation. Consultations are provided by appointment only.

I had a great experience with Capital Preservation Partners and I was able to easily set up my…read moreretirement account with them. I sat down with Michael and Leo to discuss my finances and my financial future, and what I could be doing to secure a path for a happy retirement. They are very friendly and very knowledgeable.

From the owner: Capital Preservation Partners are Investment advisors that understand life is unpredictable and…read moreeveryone person has their own specific financial circumstances. That is why we take the time to personally know our clients and form a tailored financial plan for them.

Our agent was Delroy Burrell from the New Rochelle Office. He was outstanding. There were some…read moreissues from the Main Company which is why only giving it 4 stars but Delroy was always great about solving them and letting us know what was going on. He always got back to us on a timely basis and this was during the crazy busy enrollment period. Recommend him highly.

From the owner: Our agents provide an expansive suite of insurance options, including core products offered by…read moreBankers Life and Casualty Company, Colonial Penn Life Insurance Company and Washington National Insurance Company.