CONNECT

Address:

660 White Plains Road
Suite 445
Tarrytown, NY 10591

Phone:

914-468-0300

Fax/Other:

914-468-0301

Tax Planning & Preparation

 

 

 

 

 

 

 

 

 

As a boutique firm we have the comprehensive capability of offering tax planning and preparation services to individuals, families, and small businesses in addition to wealth managment.  Having the experience of both wealth and tax management allows our clients to benefit from the in-depth knowledge of two of the most impactful subjects that are faced in ones financial lives.  There are many overlaps that allow us to advise appropriately and help our clients be informed.

Founder and President Leonard Sander spent the first 13 years of his career with the U.S. Department of Treasury/Internal Revenue Service (IRS) and the U.S. Attorney's Office and maintains the Enrolled Agent (EA) certification.