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  • Income Tax Preparation Services
    1. Individual
    2. Partnerships
    3. Not-For-Profit
    4. Small Corporations S&C
    Member: National Society of Tax Professionals
  • Mortgage/Refinance Services:
  • Investment Services:
  • Financial Consultant: Theodore G. Koniowka
  • 1. Financial Strategies: Assist in tailoring a program to
    help secure your financial future for:
    a. Retirement Investing - Roth IRA's, IRA's, SEP
    b. Estate Preservation
    c. College Investing
  • 2. Insurance Products: Access products through insurance and annuity companies including a "focus list" of highly rated carriers and products designed to meet your financial planning needs. Products include term life, whole life, universal life, variable life, fixed-rate annuities, health and accident policies.
  • 3.Long Term Care Insurance: Focus list of highly rated carriers and products designed to meet your needs.
  • Payroll Services
    1. Payroll processing
    2. Quarterly and Annual Payroll Reports (941, 940)
    3. W-2 and 1099 Processing
  • Accounting Services
    1. Bookkeeping Service:
    2. Profit & Loss Statements
    3. Balance Sheets Statement
    4. Cash Flow Analysis
    5. Auditing
  • Budget Service:
    Personal and Business Budget Planning
    Money Management
  • Computer Service:
    Internet and World Wide Web Site Design, Access and setup
    Computer Systems and Data Security and Planning
  • Convenient Consultations:
    Please call to arrange for a consultation at a time that is convenient to you. Day and evening appointments are available.
  • Fees Structure.
    Fees for services are both competitive and affordable. We offer several payment options and methods, which are tailored to fit your current cash flow.

  •  72 James Street
    Green Island, New York 12183
    (518) 423-2301