Financial & Tax Planning Services in Great Neck, NY
WHERE WEALTH PLANNING MEETS TAX EFFICIENCY
Premier Wealth and Tax Planning has been a trusted part of the Great Neck community for more than 40 years. From our office on Northern Boulevard, we provide personalized financial and tax planning services to individuals and families in every stage of life—right here in your neighborhood.
What sets us apart? Our team integrates tax preparation, retirement planning, and investment advice under one roof—so you can make smarter decisions with complete confidence.
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 professionals right here in Great Neck 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 Great Neck 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
Easy access near the LIRR, Northern Blvd, and downtown Great Neck
Frequently asked questions
Can I work with you virtually from Great Neck?
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 right in your neighborhood—and we’re always a call or click away.