All services provided by appointment only.
Comprehensive tax and financial planning services.
Contact information: HowardWurzel@gmail.com
646-369-8453
Graduated from the School of Management at Binghamton U. - 1992
Became a CPA in 1994
Worked at Deloitte & Touche for 6 years - obtained a Manager title
Worked as a CAO at a private company in NYC for 12 years (listed in Crain's Magazine's top 100 private companies)
Work in the Healthcare industry as an Executive VP for over 10 years
Private practice for 12 years
Became a CFP® in 2018
Understands that $ doesn't buy happiness
Effective listener
Empathetic
Helping you and your family achieve financial well-being
Tax returns - personal and business
Financial planning
Retirement planning
Budgeting
General financial guidance: investments, insurance, estates, and trusts
Resolving federal and/or state tax issues
Co-op financial statement reviews
CPA letters for self employed individuals
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