About Our Income Tax Specialists
Founded in 2004
Our Mission
We pride ourselves on utilizing the following key skills to cut our clients’ tax bills:
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Critical Thinking
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Problem-Solving
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Thought Leadership
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Proven Tax Strategies
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Unique Audit Reduction Formulas
Trust your most important annual financial document, your tax return, to someone with credentials, experience, professional education, and a proven record of success.
Our Accountants
Robert Greene
CPA, CMA
Robert Greene is a CPA that specializes in taxation and serves clients in ALL 50 STATES, including California, for 30 years.
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Passed the Certified Public Accountant exam (19.5 hour, 2.5 day, 4 part test) the first time he took it.
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Passed the Certified Management Accountant exam (17.5 hour, 2.5 day, 5 part test) on the first try.
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Worked at Certified Public Accounting firms in the New York metropolitan area.
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Audited other CPA's, as part of the professional policing activity of the prestigious American Institute of Certified Public Accountants, for 5 years.
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Understands from experience the process of audits, audit appeals and tax court.
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Has developed unique formulas to minimize both federal and state audit risk.
Takes continuing education seminars every year, specifically on taxation,
necessary to keep up with the constantly changing tax environment.
Uses his extensive knowledge of tax laws to safely provide you with the maximum tax refund, at a reasonable cost.
Nicholas Roe
MBA, Senior Accountant
Nicholas Roe is a rising tax professional.
He has been working under the direct supervision of Robert Greene CPA, CMA for multiple years and benefits immensely from Robert's 30 years of tax preparation experience.
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Nicholas utilizes the exact same tax preparation system and framework as Robert.
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A graduate of SUNY New Paltz with a Bachelor’s Degree in Accounting and Master's Degree in Business Administration with a focus in Public Accounting.
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Nicholas is a CPA candidate working toward obtaining his CPA licensure.
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He has completed extensive studies on New York State’s new audit program.
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Contributed significantly to the new Audit Defense Package.
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Takes continuing education seminars every year to keep up with the changing tax laws.
Our FOCUS
A minimum of 32 hours of continuing education each year, specifically focused on taxation, with the top leading tax organizations and subscriptions to various leading tax publications allow all members of our team to stay up-to-date on the ever-changing tax environment.
Robert has also had articles published in Worth, Business Week, Wealth Building, and Spare Time magazines about his innovative tax-saving strategies that allow our corporate clients to save tens of thousands of dollars each year through tax-free fringe benefits, non-taxable reimbursements, and non-taxable income.
Excellence
From Our Clients
"Robert Greene is THE tax guy. Bring all of your questions and be sure to ask him because he will never make you feel stupid for not knowing something AND he will never act like you are bothering him by asking questions. Most people hate tax time and you might still hate it but at least you get to work with Robert. A true breath of fresh air during such a stressful time of the year for many people. So glad I found him!"
Theresia D.