In today's fast paced, ever-changing world of taxes, accounting and finance it's increasingly prudent to have a professional in your corner. We are proud to say that many of our clients have repeatedly turned to us for guidance with their financial futures, and continually refer new clients. 

What Really Matters

With more than 30 years working in the financial services industry, Y.M.B. and Associates has provided tax, accounting, and investment services for our clients.

In 2009 we formed, One Common Goal, a nonprofit organization—dedicated to financial literacy and entrepreneurism—to encourage people to look at entrepreneurism as a way of life and a means to financial security and independence.

With a mission of providing financial literacy, the organization attempts to address the needs of the community by providing education through seminars, workshops, and networking.
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Over the past seven years we have partnered with the Benevolent Tax Professional Services Inc. as a V.I.T.A. participant, to help train volunteers and provide free tax preparation services for low income individuals and seniors within the Queens area.

We are dedicated to helping you reach your financial goals

  • Tax Return preparation and filing

  • Tax planning to minimize your future tax needs

  • Review of Prior Year Tax Returns

  • Budgeting

  • Retirement Planning

  • Financial Planing

  • IRS Audit Assistance for Tax Returns we prepare.

Services

Experience

About Us

Through interviews, questionnaires and examination of your records, we will work closely with you to gain a clear understanding of your situation,tax return and finances.

  • More than 30 years of experience providing financial services..
  • ​Authorized E-File Provider.
  • N.Y.S. Department of Tax and Finance continuing education completed each year.
  • Eighteen (18) hours required I.R.S. continuing education completed each year.
  • Internal Revenue Service V.I.T.A. Program Participant. 
  • Financial Services Licensed (continuing education completed each year)
  • Life, Health, and Variable Annuities Licensed (continuing education completed every two years)