"Sarbey, Kelly, & Kaufman has been a trusted business advisor to TradeStation throughout our history. They have provided us with a variety of services, from corporate tax consulting and compliance to internal audit outsourcing and have even assisted members of our management team with their personal tax planning. They’ve

always demonstrated a commitment to client service and continue to be a valued member of our team."

- Salomon Srendi, TradeStation Group, Inc.

We provide clients with a complete range of income tax services and our tax professionals have unparalleled experience relating to corporate and individual tax matters. Examples of tax related services we offer include:


  • Preparation of tax returns

  • Tax planning

  • Consultation on tax alternatives

  • Estate and gift tax planning

  • Projection of taxable income and cash flow

  • Obtaining tax rulings

  • Representation before Federal and State tax authorities


Our goal is to integrate the Firm's professional knowledge of taxation with all other services performed for a client. This enables us to recognize the existence of tax issues and develop solutions or courses of action using the appropriate levels of tax expertise that the Firm has available.


Also, of special importance, is our expertise in estate taxation and planning. Sarbey, Kelly & Kaufman, LLC is a recognized leader in this highly specialized area of taxation.

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