History
Originally we started as the Yergan Agency located at 226 E 89th st, 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 and NY State as Tax preparers. Eric sold his Insurance agency in October, 2011, and now does financial planning, tax preparation and planning all year long. Our goal is to save clients money!
Specialties
Individual tax returns. We do many returns of people who are sole proprietors of their business or are independent contractors and are paid by