What We Do
Where Wealth Planning Meets Tax Efficiency
At Premier Wealth and Tax Planning, we believe better financial outcomes begin with better coordination. That’s why we combine experienced tax preparation with comprehensive financial planning—so every decision you make is aligned with your goals, your timeline, and your long-term financial health.
Based in Great Neck, NY, we serve individuals and families across Long Island and beyond with personalized guidance on everything from retirement planning to investment management. Whether you meet with us in person or virtually, you’ll work with a team that understands how taxes, investments, and estate strategies all work together—and how to help you avoid costly disconnects between them.
We don’t believe in one-size-fits-all advice. Instead, we tailor each strategy to the life you’re building—your income, your family, your business, your future.
Estate Planning Coordination
We work with your estate attorney to make sure your legacy is protected and your documents reflect your wishes.
Financial Planning & Wealth Management
Holistic planning that integrates investments, insurance, retirement goals, education funding, and more.
401(k) Management & Retirement Guidance
Investment support while your funds remain in your employer plan.
Investment Advisory Services
Fiduciary investment advice that prioritizes tax efficiency, diversification, and your long-term goals.
Tax Preparation & Planning
Individual and small business tax returns, year-round planning, and virtual tax prep for clients across the U.S.
Insurance & Risk Management
Tailored guidance on life insurance, long-term care coverage, and annuities as part of your broader strategy.