TAX ALERT download
  • Periodic newsletter of general tax information on current tax developments as it pertains to personal, estate and business taxes.
  • An annual update of new developments in QuickBooks and a discussion of problem areas, such as billing or inventory management.
PAYROLL download
  • An annual update on payroll requirements, such as Social Security limits, etc. and payroll department issues, including subcontractors.
990 UPDATES download
  • An annual update of requirements for Not-For-Profit organizations who file a 990, 990-EZ, 990-PF or 990-T.
Family Documents Checklist download
  • This checklist should assist you in documenting your valuable papers. We recommend you keep a copy with the executor of your estate, key family members, and others who should be informed.
Sample Governance Documents 
  • Sample documents recommended for non-profit organizations.
  • Whistleblower Policy
  • Conflict of Interest Policy
  • Document Retention/Destruction
  • Disaster Recovery Plan


106 Prospect Street
Southampton, NY 11968
ph: 631.283.2370
fx: 631.287.4347