Broker Check


Dana, Jeff, Jessy and Randi(not shown) are here to assist you with all of you and your family's tax and accounting needs.


For more than 30 years Jeff has helped clients navigate the federal and state tax codes.

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Education: Montclair State University BS – Accounting Masters in Accountancy Dana, Senior Associate, has years of experience working with business and individual clients. Before joining our firm she worked for Rothstein Kass (now...

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Jessy, a graduate of Montclair State University, has been with the firm for several years.

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Lulu -

Director of Client Relations