Financial & Tax Planning Services in Port Washington, NY
WHERE WEALTH PLANNING MEETS TAX EFFICIENCY
From Manorhaven to Flower Hill, clients in Port Washington trust Premier Wealth and Tax Planning for coordinated, personalized financial advice that accounts for the full picture—including taxes, retirement, and family goals.
Just minutes from our Great Neck office, Port Washington clients benefit from our long-standing reputation and flexible in-person or virtual services.
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 Port Washington 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 Port Washington 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
A short drive for Port Washington residents to our office in Great Neck
Frequently asked questions
Can I work with you virtually from Port Washington?
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 Port Washington—and we’re always a call or click away.