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  • What We Do
  • Who We Are
  • Resources
    • Resources Library
    • Advantage Magazine
    • QuickReads
    • eBooks
    • Forms, Documents & Links
    • Refund Tracker
Get In Touch

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Select online apps from the list at the right. You'll find everything you need to conduct business with us.

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Canopy

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QuickBooks Online

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Video Conferencing

Zoom

Advantage

Making tax season work for you...

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May-Jun 2025

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Jul-Aug 2024

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From the firm: Making tax season work for you

This time of year is about more than just filing returns–it’s an opportunity to build a stronger foundation for your business. Learn how we're priorit...

Read more about From the firm: Making tax season work for you ➞

Protect your business: Your essential cybersecurity checklist

Cyber threats are on the rise for small businesses! Take action now to protect your business, data and reputation. Use this essential cybersecurity ch...

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Sales tax in 2025: What small business owners need to know

Learn about the latest sales tax law changes impacting businesses in 2025.

Read more about Sales tax in 2025: What small business owners need to know ➞

Choosing your workplace model: Remote, in-person, or hybrid?

Remote, in-person, or hybrid? 🤔 Learn which work model suits your business best.

Read more about Choosing your workplace model: Remote, in-person, or hybrid? ➞

How to make the most out of your slow season

Learn how to make the most out of your slow seasons and keep your business thriving year-round.

Read more about How to make the most out of your slow season ➞

Life and living: How to rediscover the joy of business

Feeling disconnected from the passion that started your business? Use these eight tips to reignite your entrepreneurial spirit...

Read more about Life and living: How to rediscover the joy of business ➞

Mind flex: AI sidekicks for your business

Learn which AI tools can help your small business tackle meeting notes to marketing…and everything in between!

Read more about Mind flex: AI sidekicks for your business ➞

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May-Jun 2025

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Nov-Dec 2024

Sep-Oct 2024

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Jul-Aug 2024

May-Jun 2024

Contact Us

Hauppauge Office

230 Adams Avenue
Hauppauge, NY 11788

p:  (631) 242-0548

e: 

Mailing Address

PO Box 735
Melville, NY 11747
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