Strategic acquisition of key talent and new office openings in major markets played a vital role in tax and financial planning services firm Gilman Ciocia, Inc.'s record-breaking tax season. Our acquisition of specialists in the accounting arena reinforces our distinct business model of providing not only tax and accounting services, but financial planning, estate planning, insurance services, and lending services-all under one roof, so that our clients can receive thorough, coordinated advice to help them make the best decisions in all areas of their financial affairs. We refer to this group as a "personal tax team" which works together to minimize clients' tax ramifications as the basis for a successful financial plan.
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