About Us

Saidman Financial Services was established in 1977 specializing in the preparation of tax returns and tax planning. The firm was founded on the principle that every individual, every business, is entitled to the benefit of every deduction, every credit allowed by the Internal Revenue Code. We are dedicated to maintaining the highest standards of professional performance. We subscribe to a rigid code of professional conduct and ethical behavior. We endeavor to demonstrate on a day to day basis a high degree of honesty, integrity, and loyalty. We are committed to do all that we can within our knowledge and expertise to serve the interests of our client in a manner consistent with these high standards.

Federal and state laws and regulations have become more and more complex over the years. The requirements for record keeping and reports are at a level never dreamed of years ago. Because of this complexity and because of the tax involvement of almost every transaction adequate and accurate records are essential and the best way to save taxes. Our objective is to aid in the gathering of this information and provide information through this web site, newsletter and bulletins to help you minimize your tax liability.

We look beyond the tax return. We are cognizant of family issues such as providing for an estate, funding for college, protecting assets from unforeseen health and welfare issues, and building a nest egg for retirement.

Our affiliation with various professional societies illustrates our willingness to submit to a board of accountability to assure the highest standards possible in the profession. Educational, ethical and professional standards are monitored by these professional societies who are bound to expose and expel any member who does not strictly adhere to their rules and regulations.

Services offered by Saidman Financial Services are not limited to taxation. We offer a wide range of services tailored to your needs. We are committed to providing timely, dependable, accurate service along with personal attention directed toward helping you achieve your goals and objectives. Our combined business experience permits us to advise and counsel on a variety of subjects as a natural adjunct to accounting services. We endeavor to provide clear cut answers to complex questions. Saidman Financial Services can provide vital accounting, management counseling, tax and related financial services to you and your business.

Through Walnut Street Securities, we offer the clearing services of Pershing LLC, the nation’s largest correspondent clearing firm.