“Andrea and her team are absolutely top flight. They are extremely knowledgeable and they don’t just crunch numbers and complete forms, they add value for their clients.
An example of this is, when I was discussing required minimum distribution from an IRA, Andrea reminded me that I could direct it to a qualified charity and thus reduce adjusted gross income. This assists in deducting more medical expenses, since medical expenses are subject to a limitation based on adjusted gross income. I would have never thought of that.
Andrea’s firm handles payroll for us and was invaluable in knowing what forms needed completed and retained, to avoid state or city penalties. I highly recommend Andrea’s firm, especially for any New York State or New York City tax issues.”
-Kathy Bell, CPA
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