Kathryn Travis

National Tax & Financial Services, Inc. provides federal, state and local tax preparation services to individuals, predominantly in the middle and upper income tax brackets, accounting services to small and midsize companies. It specializes in financial planning services, including securities brokerage, investment management, insurance and financing services. The company was founded by James C. Ciocia in 1981 and is headquartered in Poughkeepsie, NY.

National Holdings Corp. engages in the provision of investment banking and asset management services. It operates through the following segments: Brokerage and Advisory Services and Tax and Accounting Services. The Brokerage and Advisory Services segment includes broker-dealer and investment advisory services, sale of insurance products and licensed mortgage brokerage services. The Tax and Accounting Services segment involves tax preparation and accounting services provided by National Tax. The company was founded in 1947 and is headquartered in New York, NY.