Tax Services in Lake Success, NY

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Top Lake Success, NY Tax Preparers

Depietto Lillian
Location 1981 Marcus Ave # C114, New Hyde Park, NY 11042, USA
Phone (516) 326-9200
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Steven N Ross PC
Location 3333 New Hyde Park Rd # 211, New Hyde Park, NY 11042, USA
Phone (516) 487-7600
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Michael Allen CPA LLC
3 out of 5
Location 1983 Marcus Avenue, Suite 137 Lake Success, NY 11042, North New Hyde Park, NY 11042, USA
Phone (516) 775-3000
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Russell Blank, CPA
4 out of 5
Location 1 Hollow Ln, New Hyde Park, NY 11042, USA
Phone (516) 365-5630
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Brooks and Cantor CPAs
4 out of 5
Location 3000 Marcus Ave, New Hyde Park, NY 11042, USA
Phone (516) 326-6767
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Tax Accountant in Lake Success, NY

Where Tax Accountants in Lake Success, NY Serve

Lake Success, NY is a vibrant and bustling community that boasts a rich tapestry of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Lake Success Towers to the sprawling North Shore University Hospital, this town is filled with a plethora of unique and exciting destinations that are sure to delight and inspire visitors and residents alike. At the heart of Lake Success lies a bustling business district, home to some of the top employers in the region. Major companies such as Canon, Dealertrack, and Pall Corporation have set up shop here, creating a thriving economic hub that drives growth and innovation throughout the area. Navigating the streets of Lake Success is a breeze thanks to its well-planned network of highways and major thoroughfares. The Long Island Expressway, Northern State Parkway, and Lakeville Road are just a few of the major routes that make it easy to get around town and explore all that this vibrant community has to offer.

Financial Services Related to Tax Planning in Lake Success, NY

Banks and Credit Unions

Residents of Lake Success, NY can benefit from a bank in a multitude of ways. One specific example is the ability to obtain a mortgage to purchase a home in the area. Lake Success is a highly sought-after neighborhood in Long Island, known for its affluent residents and excellent school district. However, the cost of living is also high, making it challenging for some to purchase a home outright. A bank can assist with securing a mortgage, which can make homeownership more attainable for those who may not have the financial means to do so otherwise. Additionally, a bank can provide financial planning services to help residents manage their finances and plan for their future, whether it be saving for college tuition or retirement. With the help of a bank, residents of Lake Success can achieve their financial goals and secure their future in this desirable community.

Insurance Broker

Residents of Lake Success, NY can benefit greatly from the services of an insurance broker. With the high cost of living in this affluent community, an insurance broker can provide valuable guidance on how to obtain the best coverage at the most affordable rates. Whether it's finding the right health insurance plan for a family or securing comprehensive coverage for a luxury home, an insurance broker can help navigate the complex world of insurance policies and providers. In addition to general insurance needs, an insurance broker can also provide specialized coverage for unique risks that are specific to Lake Success, such as flood insurance for homes located near the lake or liability insurance for business owners in the area. With their expertise and industry knowledge, an insurance broker can be an invaluable resource for residents of Lake Success, NY.

Retirement Planning

Residents of Lake Success, NY could benefit from a retirement planner in several ways. One specific way is by helping them navigate the high cost of living in the area. Lake Success, NY is known for its affluent community and expensive real estate market, which can make it challenging for retirees to maintain their lifestyle without proper financial planning. A retirement planner can assist residents in developing a personalized financial plan that takes into account their specific needs and goals, such as managing their retirement accounts, creating a budget, and investing in a diversified portfolio. Additionally, a planner can offer guidance on how to maximize Social Security benefits, minimize taxes, and plan for long-term care expenses. With the help of a retirement planner, residents of Lake Success, NY can feel more confident in their financial future and enjoy their retirement years without financial stress.

Wealth Management

Residents of Lake Success, NY can benefit from the expertise of a wealth manager in several ways. One specific way is through tax planning. Lake Success, NY has a high cost of living and a high tax rate, which can be burdensome for residents. A wealth manager can help residents navigate the complex tax laws and regulations to minimize their tax liability. This can include strategies such as maximizing deductions, utilizing tax-advantaged accounts, and structuring investments in a tax-efficient manner. Additionally, a wealth manager can provide guidance on estate planning, retirement planning, and investment management to help residents achieve their financial goals and secure their financial future. With the help of a wealth manager, residents of Lake Success, NY can feel confident in their financial decisions and enjoy a more secure financial future.

Financial Advisor

Residents of Lake Success, NY could benefit from the guidance of a financial advisor in numerous ways. One specific area where a financial advisor could be particularly helpful is in navigating the intricacies of the local real estate market. Lake Success is known for its high property values, and residents may need assistance in managing their investments in this area. Additionally, a financial advisor could provide guidance on tax planning strategies, retirement planning, and investment management to help residents achieve their long-term financial goals. With the help of a skilled financial advisor, residents of Lake Success, NY can feel confident in their financial decisions and work towards building a secure financial future.

Mortgage Loan Officer

Retirement planners can help Lake Success, NY residents by providing valuable guidance and advice to help them plan for their future. These professionals can help individuals understand their retirement goals, assess their current financial situation, and create a comprehensive plan to achieve those goals. Retirement planners can also help Lake Success residents navigate complex financial issues such as Social Security, Medicare, and tax planning. By working with a retirement planner, individuals can feel more confident about their financial future and make informed decisions about their retirement savings and investments. Overall, retirement planners can provide invaluable support and expertise to help Lake Success residents achieve a secure and comfortable retirement.

Estate Planning Lawyer

Residents of Lake Success, NY can greatly benefit from the services of an estate planning lawyer. These professionals can help individuals create a comprehensive plan that ensures their assets are distributed according to their wishes after they pass away. In Lake Success, NY, where many residents have high net worths and complex financial portfolios, an estate planning lawyer can provide invaluable guidance on tax planning, asset protection, and charitable giving. Additionally, estate planning lawyers can help families navigate the probate process, which can be especially complicated in New York. By working with an estate planning lawyer, Lake Success residents can have peace of mind knowing that their loved ones will be taken care of and their legacy will be preserved.

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