Long Island's Tax and Asset Management Group


We have been servicing the Long Island community for over 20 years. Our firm specializes in personal income taxes as well as financial services for your future. We believe personalized service make us different from other financial institutions. Let us develop a customized investment plan tailored to your needs. Located in North Babylon, New York you can count on us to offer great service while helping you pay the lowest taxes possible, at a very affordable rate.

TAX RETURNS

RETIREMENT

LIFE INSURANCE

COLLEGE SAVINGS

 

 

Once a Year, You Need a Year-Round Tax Pro

  • Open year-round
  • Evening and weekend appointments available
  • DEAL DIRECTLY WITH THE OWNER
  • Experienced personal service
  • Affordable rates - lower than the franchised competitors!
  • Pay the lowest tax allowed by law and save money on your return!
  • Assistance with seniors’ paperwork - including STAR program and NYS EPIC
  • Personalized service geared towards the individual taxpayer
  • Electronic filing

 

SCHEDULE YOUR FREE CONSULTATION

  • FREE Consultation with an estate planning attorney
  • Comprehensive financial services
  • Bonus! A free review of your three previous years tax returns. The IRS may actually owe you money!