Specialties
Individual tax returns, and working with individuals in Tax trouble (non filers etc.) We do many returns of people who are sole proprietors or LLC owners of their business or are independent contractors and are paid by "1099"s. These include many real estate agents, salespeople, etc., We also work with medical professionals - including Doctors, Nurses, Physical and Occupational therapists, and other Medical and Hospital staff.
We aim to minimize our clients taxes by thoroughly reviewing with them all deductible expenses, and available tax credits. We assist with tax saving strategies or tax planning for future years. We do a very professional service, and are very fair with our rates. We are aware of how busy we all are here in NY Metro region,, and we maximize the use of secure technology (using encrypted portal via our website), to minimize the amount of time that this process takes for our clients. Many times, especially for repeat clients, we do all over the phone, and secure!
History
Established in 1998.
Originally we started as the Yergan Agency located at on E 89th st,in Manhattan where we provided insurance products and also tax preparation services. Agency was started by Eric Yergan after working on Wall St for 15 years, with Paine Webber, and DLJ. Eric has a MBA from Harvard Business School, and a BA from Marist College. He and his partner, Marguerite, have all had extensive class room instruction in Taxes, and of course are registered with the IRS (AFSP credential) and NY State as Tax preparers. (There is no such registration process in NJ). Eric sold his Insurance agency in October, 2011, and now does financial planning, tax preparation and advisory all year long. Our goal is to help save clients money!
Meet the Business Owner: Eric Y.
Financial Background includes being Sr. VP at both Paine Webber and DLJ Investment banking firms. Additionally, owned an insurance agency on upper east side, from 1998 to 2011. Eric has worked in Financial services area since graduating from Harvard Business School, in 1982. Enjoys working with people and assisting them in improving their financial aspects of their lives.