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Author: Ross Turner

Filing Your Tax Return Is Compliance. Tax Planning Is Strategy.

Tax Planning

A tax return tells you what already happened. It reports the results of the previous year: revenue, expenses, payroll, investments, and distributions. But a return also contains valuable information that can guide decisions for the year ahead: When analyzed properly, your return becomes a roadmap for better financial decisions. What Business Owners Should Review After […]

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Jessica Cordero

Manager

As a New York native, Jessica earned her bachelor’s degree in accounting from SUNY Old Westbury. Growing up, she watched her parents run their businesses which fostered her passion for helping the small business owner. She has over 15 years of experience working with small business owners, assisting in reviewing financials and finding new ways to streamline costs and save money. She enjoys being able to assist clients with their accounting and tax needs while they work on building their business. When not in the office, she enjoys spending time with her husband, two daughters and two dogs.