When was the last time your tax preparer asked to review your investments with you?
There are very simple changes you can make to your investments—small changes—that can lead to BIG tax savings, without changing your long-term investment strategy.
When was the last time your financial advisor asked to see a copy of your tax return?
While taxes should never be the sole reason for making an investment, they must always be considered. In fact, not considering a person or family’s tax situation when making an investment recommendation is often foolish.
Are you getting your taxes prepared in one place, and receiving financial advice in another? If so, do your tax preparer and financial advisor communicate with each other?
If your answer is "no", you might want to consider this: There is probably one person who's not benefitting from the situation. Your advisor and preparer are both getting paid a fee.The person not benefitting is probably you.
We are an income tax and financial planning firm located in Howard Beach, Queens, NY. We have an experienced, professional staff with a diverse skill set. We are comprised of a CPA, two CFPs (CERTIFIED FINANCIAL PLANNER TM ), one of whom is an Enrolled Agent (a licensed tax professional able to represent you before the I.R.S.), and another seasoned tax preparer/financial advisor.
We work with families to help them achieve their financial goals. Our main business is the long-term, prudent accumulation of wealth for these families. Because we are planners, we take into account all aspects of our clients’ financial lives. We help them grow retirement incomes they cannot outlive, incomes that rise as the cost of living rises. We construct a plan with the goal of providing funding for the education or their children and grandchildren. We provide solutions for their protection, so that if a breadwinner dies prematurely, the family’s financial life isn’t fatally compromised. We help them endow wealth to the future generations of their family. And, of course, we help them do this in the most tax efficient manner.
We are currently helping hundreds of families in the Howard Beach, Ozone Park, and surrounding areas reduce their taxes, pay for their children's education and build their wealth.
We hope you will come join us.
Joe and Steve Araneo