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Tax and Accounting

Don’t Just File Your Taxes. Plan for Your Taxes.

At Wealthspring Financial Partners, we take a tax-centered approach to all financial recommendations we make. We don’t just work with you during tax season; we partner with you throughout the year to help you keep more of your money and pay less in taxes when you file. With proper tax planning as a part of your financial plan, we help bring you a little bit closer to your financial goals.

It&#8217;s Not about What You Earn;&#160;<br/>It&#8217;s about What You Keep

It’s Not about What You Earn; 
It’s about What You Keep

For clients with complex needs, tax planning can and should be a year-round activity. Wealthspring Financial Partners marries what historically has been two distinct and separate professional relationships—the tax advisor and financial planner.

We recognize that market trends can be unpredictable—but taxes are an unvarying constant. We help you use that consistency to your advantage by recommending financial strategies and investments that minimize your tax liability, and maximize the amount of money in your own pocket. 

Tax Preparation for Individuals and Businesses

Tax Preparation for Individuals and Businesses

While we keep your taxes in mind every day, we know that they’re at the forefront of your own thoughts every tax season. Filing your taxes can be stressful: Did you claim all the deductions you deserve? Did you report any income inaccurately? How does that recent change in tax law affect you?

In addition to our tax-centered financial services, we’re proud to take the stress of tax filing off our clients’ shoulders. As your financial advisor and tax preparer, we can make tax filing simpler, easier, and less stressful for you. Whether you’re filing an individual return, business return, or both, let us handle the paperwork, so you can focus on the things that truly matter.

Meet Our Tax & Accounting Team

Brendan Gross

Brendan Gross, CPA, MBA

Tax Partner/Chief Financial Officer

Charles Boniface

Charles Boniface, CPA

Investment, Tax & Accounting Associate

Lynn McCartney

Lynn McCartney

Staff Accountant

Marilyn Burney

Marilyn U. Burney, CPA

Tax & Accounting Manager

Michael Rapach Jr.

Michael Rapach Jr., CPA

Certified Public Accountant

Paul Kieschke

Paul R. Kieschke, CPA

Senior Accountant

Rose Leff

Rose Leff

Bookkeeper

Sam Saba

Sam A. Saba, E.A.

Tax Consultant

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