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From the Business: I help medium to high net-worth individuals and families by providing premium wealth management services. As a CFA charterholder, CIPM and a PhD, I love working as a fiduciary for educated healthcare and technology professionals and entrepreneurs. Services including investment management, financial planning, life insurance and fixed annuities. Off...

From the Business: Basant Pal has over 25 years of experience in high quality and affordable bookkeeping solutions including payroll, comprehensive tax preparation for small and large corporations. She continues to maintain contracts with several large government contractors, and small businesses as well. Attention to detail, accuracy, professionalism and dedicat...

From the Business: Perfect Tax is a well-known business service firm of USA specialized in providing international Tax Planning and structuring International Business Operations so as to assure lowest worldwide Taxes and full proof liability protection for Business operators with complete lawful compliance of Tax Laws of respective countries. We are a full range of ...

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    Financial & Taxation Services Articles
    Why Filing Taxes Isn’t Just a Responsibility—It’s a Power Move! in New York, NY

    Why Filing Taxes Isn’t Just a Responsibility—It’s a Power Move!

    Let’s face it: nobody jumps out of bed yelling “Yay! It’s tax season!” (unless you’re a CMA with a caffeine addiction). For ...

    Understanding the Child Tax Credit: Maximizing Your Benefits in New York, NY

    Understanding the Child Tax Credit: Maximizing Your Benefits

    What is the Child Tax Credit? The Child Tax Credit (CTC) is a U.S. tax benefit that helps families manage the financial res...

    How Global Events Like the Ukraine Conflict Affect Your Investments and Taxes in New York, NY

    How Global Events Like the Ukraine Conflict Affect Your Investments and Taxes

    International conflicts can have far-reaching consequences, not just on geopolitics but also on the global economy. The ongo...

    How to Spot a Great Finance & Tax Expert in the U.S. (Even If You Slept Through Math Class) in New York, NY

    How to Spot a Great Finance & Tax Expert in the U.S. (Even If You Slept Through Math Class)

    So, taxes are due, deductions look like gibberish, and financial jargon makes you want to run. You tell yourself, “I’ll Goog...

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