Joseph Locashio and Wai-Mon Chan offer independent advice on personal financial planning in addition to regulatory compliance matters with Securities Exchange Commission, Commodity Futures Trading Commission and the Internal Revenue Service.
Services Provided
- Accounting , Auditing & Tax Consulting;
- Tax preparation, planning, e-filing, audit representation for Federal & NY, NJ & CT Income Tax;
- Business start-ups;
- Personal financial planning;
- Life, Health & Accident Insurance agents;
- Financial investments analysis;
- Futures Industry financial and compliance reviews.
Go to Resources for more information.
View the Fee Schedule
|
To view and print PDF files you need the Adobe Acrobat Reader, which
you can download free of charge by clicking here.
|
