Financial & Tax Planning Services in Flushing, NY
WHERE WEALTH PLANNING MEETS TAX EFFICIENCY
If you live or work in Flushing and are looking for experienced financial planning or tax preparation, Premier Wealth and Tax Planning is just a short drive—or virtual call—away. Based in nearby Great Neck, we proudly serve individuals and families in Flushing with coordinated, tax-smart strategies that help build, protect, and pass on wealth.
Whether you're preparing for retirement, saving for education, or trying to reduce your tax bill, we bring over 40 years of experience and a truly personalized approach to every relationship.
WHAT WE OFFER
Individual Tax Preparation & Filing
Accurate, efficient tax prep designed to help you minimize your tax burden and avoid costly mistakes.
Virtual & In-Person Appointments
Flexible options to meet in our office or online—whatever fits your life best.
Retirement & 401(k) Planning
Get expert advice on how to grow and manage your retirement savings, including employer-based 401(k)s.
Financial Planning for Families
Designed for working professionals, families, and small business owners balancing growth with long-term goals.
Estate & Education Planning
We help Flushing clients prepare for college expenses, manage inheritance strategies, and coordinate with estate attorneys.
Why Families and Businesses in Manhasset Choose Premier Wealth and Tax Planning
Local knowledge with national reach
One team for tax, investment, and planning advice
Trusted relationships that last decades
Personalized strategies—no templates, no sales pressure
Convenient access from Flushing via Northern Blvd or virtual meetings
Frequently asked questions
Can I work with you virtually from Flushing?
Yes—many clients meet with us entirely remotely using secure portals and video calls.
Do you offer help with employer 401(k) plans?
Absolutely. We specialize in planning around active employer 401(k)s, not just rollovers.
What makes your tax planning different?
We don’t separate tax advice from financial planning. Our coordinated model helps you avoid missteps and save more over time.
Ready to Get Started?
We’re just a short drive from Flushing—or one virtual meeting away.