About Us

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.

Reassurance

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.

Staff Profiles

Our staff is committed to providing you with help for all of your tax and accounting needs in Riverdale, Manhattan and Westchester, New York. Meet our staff:

Valerie Adelman, CFP®, CDFA™, EA

Valerie has been preparing individual tax returns for over 30 years. She received her undergraduate degree at SUNY Binghamton and her graduate degree at the University of Michigan. She earned a Certified Financial Planner (CFP®) designation in 1992, an Enrolled Agent (EA) designation in 1997, and a Certified Divorce Financial Analyst (CDFA™) designation in 2013. She is also a principal of Financial Asset Management Corporation, a fee-only financial planning firm with offices in New York City and Westchester, New York.

Valerie is the former President and Chair of the Financial Planning Association of NYC.  She is a frequent lecturer on financial planning and tax topics, and has been quoted in various publications including the New York Times, The New York Post and the Daily News. She has appeared on radio, television, CNBC, and local NY affiliates of CBS, FOX and ABC.

As an active member of the Financial Planning Association, Valerie volunteers her time on a pro bono basis.  She is also a former Chair and current Treasurer of the Girls Incorporated Westchester County affiliate where she participates in financial literary programs for girls and their caregivers.

Valerie is married and the mother of two daughters, ages 25 and 22.  In her leisure time, Valerie enjoys reading, dancing, traveling and collecting costume jewelry.

Photography by Lisa Levart/LUSH Photography

Laura McGirr, CPA

Laura is a Certified Public Accountant and a graduate of Hofstra University, with a degree in business, and a concentration in accounting. Laura specializes in income tax planning and preparation for individuals and small businesses.

Laura has more than 20 years of accounting experience, having held positions at Pepsi, AIG and two Westchester based CPA firms. Laura is a member of NCCPAP and AICPA.

Laura is married and has three children ages 6, 8 and 13. In her leisure time, she enjoys hiking, reading, sports and spending time with her family.