Profile

We cater to a wide variety of clients ranging from individuals to medium-sized corporations whose needs cover a wide area of specialties. These specialties include retirement planning, business consulting and investments, estates and trusts, and personal financial planning. In addition to our specialty areas, we also provide tax and accounting services, including tax planning and tax return preparation, and bookkeeping.

The firm of SFM MANAGEMENT LTD. is dedicated to serving all of your accounting, tax planning, and financial services needs. Our continuing mission is to serve you by providing the highest level of expertise and professionalism possible.

Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

STUART F. MARGULIS, EA,ATA.ABA PRESIDENT

Member: National Society of Accountants, National Association of Enrolled Agents, New York Society of Independent Accountants, New York State Society of Enrolled Agents, National Conference CPA Practitioners

Affiliations

• National Society of Accountants
• The New York Society of Independant Accountants
• National Society of Enrolled Agents
• New York State Society of Enrolled Agents
• National Conference CPA Practitioners