VIRTUAL TAX PREP
Meet with our tax pro's via video chat and file your taxes from the comfort of your own home!
 
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Tax App Download - Apple
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Need to File an Amended Return?

CURRENT PROMOTIONS

 
Get Up to $6,000 Refund Advance
Receive 80 Dollars in Cash - Tax Preparation Referral Program
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R&G Brenner

Wealth Management

Whether you’re starting a business, looking to build an investment portfolio, or just getting your finances in order, we can help.

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Our Services

We’ll work with you to create a personalized financial plan that will grow and protect your wealth.

 

With our decades of expertise and full suite of services, you will never need another wealth management service.

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Investment Planning

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Investment Planning

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Tax Reduction Strategies

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Asset Protection

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Retirement Planning

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Retirement Planning

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Business Planning

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Estate Planning

insurance

Insurance

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Insurance

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Education Planning

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Debt Management

Hear From
Our Customers

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"I've been going to do my taxes with mister Twitty about 5 years now great customer service bright and clean surroundings pleasant conversation and information."

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Susan R.

Bronx, NY

4.8/5
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51 Reviews

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"My taxes were completed efficiently by a very knowledgeable person. I was not surprised by the outcome and I will return next year, if all goes well. Thank you!"

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Jessica B.

Bronx, NY

*Actual customer testimonials. Photos are illustrative only.

Our Team

We choose only experienced professionals who are committed to doing quality work and promoting the success of their clients for our tight-knit team. Meet our expert financial advisors and planners.

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Evan Branfman

Private Wealth Advisor, CRPC®, AAMS®, AWMA®, CMFC®, CFS®

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Ashley Lang

Private Wealth Advisor, CRPC®

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Anthony Ghiglieri

Financial Advisor

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Get Started

Schedule an appointment with us and speak with one of our wealth management professionals.