I want to welcome clients of Alison Green to my website, and I thank you for your trust. I promise to keep providing the exceptional service that you have grown accustomed to. Please contact me with any questions you may have!
Veteran-Owned CPA Firm
Boutique, Personalized Tax and Advisory Services
New York-based, serving individuals, families, and closely-held
businesses across the Northeast, Mid-Atlantic, and select Southern states.
Protect What Matters with Trusted Tax and Financial Strategy
Are you an individual or family member navigating life’s most important financial decisions? Whether you’re preparing taxes, planning for long-term care, or supporting an aging parent, thoughtful guidance brings clarity and peace of mind. With a focus on purpose, professionalism, and understanding, these services are designed to help you make confident, informed choices.
Strategies for Your Present and Future
• Navigate complex estate tax and step-up basis rules with confidence
• Collaborate with your attorney to implement tax-smart wealth transfer strategies
• Plan ahead to protect your assets and minimize burden for your loved ones
• Leverage trust structures to align your legacy goals with tax efficiency
Estate Planning
• Strategic guidance tailored to your life, business, and legacy goals
• Help interpreting your financials so you can make smart, confident decisions
• Ongoing support for major events - from starting a business to planning for retirement
• More than a service - a trusted relationship for when life gets complex
Advisory
• Accurate, timely tax return filing for individuals, families, and small businesses
• Trust and estate income tax returns (Form 1041) prepared with attention to detail
• Entity returns (LLC, S corp, partnerships) with planning insights built in
• IRS correspondence support and peace of mind that your return was done right
Tax Preparation
• Have access to proactive, year-round strategies to reduce your tax liability - not just during tax season
• Receive personalized guidance for retirement contributions, charitable giving, and capital gains
• Benefit from integrated planning for families, business owners, and investors
• Get clear answers, not just spreadsheets, so you can make better financial decisions
Tax Planning
The Mission
To help individuals, families, and business owners navigate tax and financial decisions with clarity, so they can protect what matters and move forward with lasting confidence.
Integrity • Trust • Dedication
Simplicity • Guidance • Insight
