Financial & Tax Planning Services in Garden City, NY
WHERE WEALTH PLANNING MEETS TAX EFFICIENCY
If you're located in Garden City and want a better way to manage your finances, Premier Wealth and Tax Planning brings decades of experience in tax-focused financial strategies—all from our nearby office in Great Neck. We work with families, professionals, and retirees across Garden City to simplify decisions and strengthen outcomes.
WHAT WE OFFER
Individual Tax Preparation & Filing
We prepare and file personal tax returns with accuracy and care—helping you identify deductions, avoid errors, and reduce your overall tax burden.
Virtual & In-Person Appointments
Whether you prefer to visit our office or handle everything from home, we offer the flexibility to meet your needs securely and conveniently.
Retirement & 401(k) Planning
We help Garden City professionals manage 401(k)s, optimize employer plans, and plan for retirement with clarity and confidence.
Financial Planning for Families
From dual-income households to business owners, we help you manage cash flow, plan for the future, and make tax-aware investment decisions.
Estate & Education Planning
We coordinate with estate attorneys and help you create a strategy for passing wealth, funding college, and achieving your legacy goals.
Why Families and Businesses in Garden City Choose Premier Wealth and Tax Planning
Trusted across Nassau County for over 40 years
One team for tax, investment, and planning advice
Advisors who understand the nuances of suburban high-income planning
Personalized strategies—no templates, no sales pressure
Convenient drive via Shelter Rock Rd or online through secure platforms
Frequently asked questions
Can I work with you virtually from Garden City?
Absolutely. We serve many clients entirely remotely, including tax prep, planning meetings, and document sharing—all through secure platforms.
Do you offer help with employer 401(k) plans?
Yes. We specialize in advising clients with 401(k)s still at their employers—including investment allocation, rollover guidance, and drawdown strategy.
What makes your tax planning different?
We take a tax-first approach. Your tax professional and your financial advisor are part of the same team, working together to help you avoid costly mistakes and plan smarter.
Ready to Get Started?
We’re just a few minutes from Garden City—and we’re always a call or click away.