Tax Preparation & Planning In Great Neck, Bayside, Flushing, Garden City, Port Washington, NY and Nationwide

Integrated Guidance with a Tax-First Focus

At Premier Tax Planning, we do more than just prepare your return. We help you make smarter tax decisions all year long. Whether you’re a Long Island local or working with us virtually from across the country, we provide thorough, personalized tax preparation and proactive strategies that align with your full financial picture.

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Individual Tax Preparation

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Small Business Tax Services

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Year-Round Tax Planning

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Virtual Tax Preparation

Tax Preparation You Can Count On—From People Who Know You

We’ve been serving families and small business owners in Great Neck, Bayside, Flushing, and across the U.S. for more than 40 years. From simple returns to complex filings, our goal is always the same: accuracy, attention to detail, and maximizing your opportunities under the law. Every return is prepared and reviewed with care—and you’ll never feel like just a number.

Tax Planning That Goes Beyond April 15th

Great tax outcomes don’t start with tax software in March—they start with planning. Because our team includes both tax professionals and financial advisors, we’re able to coordinate everything from capital gains strategies to retirement contributions and charitable giving throughout the year. It’s all connected, and we help you make the most of it.

Our Tax Services Include

Individual Tax Preparation
Annual returns prepared and filed with a line-by-line review. We’ll help you minimize your tax bill and avoid common filing mistakes.


Small Business Tax Services
We work with LLCs, S-Corps, and sole proprietors to handle business tax filings, deductions, and year-end planning.


Year-Round Tax Planning
Strategic guidance to reduce your tax liability over time—not just once a year. We help you anticipate tax implications before they become surprises.


Virtual Tax Preparation
Using our secure client portal, we serve clients across the U.S. with online appointments, digital document uploads, and easy e-signature tools.

What Makes Our Approach Different?

We’ve seen what can go wrong when tax and financial decisions happen in silos. That’s why our tax preparation services are always integrated with broader planning.

Tax Prep + Financial Advice = Fewer Mistakes
 Your investment advisor is your tax advisor. That means decisions like stock sales, Roth conversions, or retirement withdrawals can be planned with both eyes on the IRS.


Tax Strategy, Financial Planning, Estate Planning: All Connected
 We help coordinate your financial plan, tax strategy, and estate plan—so your CPA, advisor, and attorney are all on the same page. You don’t have to play middleman.


Real Relationships.
 We’re proud of our long-term client partnerships. Many have been with us for decades—and now we work with their kids, too.

Serving Great Neck, Long Island and Beyond

While we’re based in Great Neck, NY, our virtual systems allow us to support clients anywhere. We regularly prepare taxes for individuals and business owners in Port Washington, New Hyde Park, Queens, and across the country.



Whether you prefer to meet in person or online, we make it easy and secure.

Frequently Asked Questions

  • Can I work with you if I don’t live in New York?

    Yes—we offer full-service virtual tax prep for clients across the U.S. You’ll receive the same personalized attention and tax strategy, with the convenience of secure digital tools.

  • What do I need to provide to get started?

    We’ll send you a simple checklist based on your situation. You’ll be able to upload documents directly through our secure client portal.

  • Can you help with prior-year or amended returns?

    Absolutely. We regularly review past filings to catch missed deductions or fix errors that could trigger IRS issues down the road.

  • Do you also help with tax planning during the year?

    Yes—proactive planning is at the heart of our approach. We help clients make smart, timely decisions that reduce future tax burdens.

Get Started with Expert Tax Support

Whether you’re looking for a more thoughtful tax advisor or need help navigating complex returns, we’re here to help. Let’s make this year easier—and more strategic—together.