Virtual Financial & Tax Planning Services
WHERE WEALTH PLANNING MEETS TAX EFFICIENCY
At Premier Wealth and Tax Planning, you don’t need to live in New York to benefit from coordinated, tax-smart financial advice. Through our secure virtual services, we help individuals and families across the country prepare taxes, plan for retirement, manage their investments, and make smarter financial decisions—all from the comfort of home.
With over 40 years of experience and long-term relationships built across generations, we’re proud to offer the same personalized service you’d expect in person—now available anywhere you are.
WHAT WE OFFER
Individual Tax Preparation & Filing
We help you file with confidence, no matter where you live. Our team prepares your returns accurately and identifies every deduction and credit available to you—securely and remotely.
Virtual Appointments from Anywhere
Whether you're in another state, relocating, or simply prefer the convenience of online meetings, we make it easy to meet face-to-face via secure video and messaging platforms.
Retirement & 401(k) Planning
From managing your 401(k) inside your current employer’s plan to rolling over older accounts, we help you plan for retirement with tax efficiency and long-term clarity.
Financial Planning for Families
We support dual-income households, growing families, and self-employed professionals with clear, goal-based strategies for budgeting, saving, investing, and growing wealth.
Estate & Education Planning
We help you plan for the future—from college funding strategies to coordinating with estate attorneys on beneficiary designations, wills, trusts, and legacy planning.
Why Clients Nationwide Choose Premier Wealth and Tax Planning
Trusted by clients in dozens of states with remote-first service
Personalized guidance from a real advisor—not a robo-platform
One integrated team for tax, planning, and investment services
Secure client portal and paperless process from start to finish
Flexible scheduling, clear communication, and no pressure
Frequently asked questions
Can I work with your team if I live outside of New York?
Absolutely. Many of our clients are located throughout the U.S. We conduct all planning and tax services virtually using encrypted tools to protect your information and make the process seamless.
Do I need to be tech-savvy to work with you remotely?
No. We make the virtual process simple. All you need is internet access and a device with email or video. We’ll guide you through every step.
Is my personal information secure when I work with you online?
Yes. We use encrypted document portals, secure e-signature platforms, and private video conferencing to keep your financial information protected.
Ready to Get Started?
No matter where you’re located, we’re just a secure video call away.