your needs are our focus

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Income Taxes – Long Island Tax & Planning

Income Taxes

Our Long Island Tax and Planning team works with you throughout the year to capitalize of tax saving strategies. Don’t miss out by waiting until April 15th to do tax planning.

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Business Services – Long Island Tax & Planning

Business Services

We can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business.

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Tax Planning – Long Island Tax & Planning

Tax Planning

You will work with a certified CPA to assess your financial situation and tax return to make sure you are paying what you should be paying in taxes.

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Wealth Management – Long Island Tax & Planning

Wealth Management

We do it all for you.  Update your financial plan whenever you need, manage your investments, open your accounts, and even make your trades.

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Financial Planning – Long Island Tax & Planning

Financial Planning

Long Island Tax and Planning will help you reverse engineer your perfect lifestyle and will work with you every step of the way to reach your goals.

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Estate & Trust – Long Island Tax & Planning

Estate and Trust

We work with our in-house legal counsel to help you develop and structure your will, estate and trusts to minimize taxes and ensure the smooth transition to your heirs.

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WHAT WE BELIEVE?

Teamwork ultimately leads to the best decisions and most valuable client service. Long Island Tax and Planning is one team, all members actively engage in our client’s success through cooperation and sharing ideas, information, and opinions.

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Long Island Tax & Planning

PARTNERSHIP & CERTIFICATIONS

GET IN TOUCH

To learn more about Long Island Tax and Planning contact us to speak with a representative.

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VISIT US

95 Smithtown Blvd.
Smithtown, N.Y. 11787

650 Hawkins Ave #11
Ronkonkoma, N.Y. 11779

CALL US

P: 631-661-8410
F: 631-482-8311