Financial goal preparation in Bayport, New York

Welcome to Independent Financial Planner Joseph Carbone, Jr., CFP®, where we specialize in providing tailored financial planning services for individuals aged 55 and older who are transitioning into retirement. Located conveniently at 982 Montauk Highway, Bayport, New York 11763, we are dedicated to helping you navigate the complexities of retirement planning with confidence and clarity. At our firm, we understand that retirement is a significant life transition that requires careful planning and consideration. Our founder, Joseph Carbone, Jr., CFP®, is committed to achieving what he calls “Elegant Simplicity” by distilling critical, often emotionally taxing retirement topics into straightforward, actionable strategies. Whether you're wondering how to allocate your resources during retirement, minimize taxes, decide on the best time to start receiving Social Security benefits, or plan your legacy, we are here to guide you every step of the way.

Welcome to D.A. Mazzella, your trusted partner in accounting, finance, and legal services, conveniently located at 666 Montauk Highway Office, Bayport, New York. Our experienced team is dedicated to providing personalized solutions tailored to meet the unique needs of individuals and businesses in our community. At D.A. Mazzella, we pride ourselves on our comprehensive approach, combining expert financial advice with legal insights to ensure your financial health and legal compliance. Whether you need assistance with tax planning, financial management, or legal counsel, our professionals are here to guide you every step of the way.

Welcome to Nasca & Associates, your trusted partner in accounting and finance located in the heart of Bayport, New York. Situated at 89 Gillette Avenue, our firm is dedicated to providing exceptional financial services to individuals and businesses in the community and beyond. At Nasca & Associates, we understand that navigating the complexities of accounting and finance can be challenging. Our team of experienced professionals is committed to offering personalized solutions tailored to meet your unique needs. Whether you're seeking assistance with tax preparation, bookkeeping, financial planning, or business consulting, we are here to guide you every step of the way.

Welcome to Empire State Tax Solutions Corp., your trusted partner in navigating the complexities of delinquent tax filings. Located at 306 Imperial Way, Bayport, New York, we specialize in offering comprehensive tax services for individuals who have fallen behind in their income tax filings with the IRS and state taxing authorities. Our experienced team is dedicated to guiding you from the initial preparation of multiple years’ tax returns to the settlement of any outstanding tax debts, and ultimately, to filing timely, compliant returns. At Empire State Tax Solutions Corp., we understand that every taxpayer's situation is unique, which is why we customize our services to fit your specific needs. We work closely with you to recreate tax records and minimize the tax implications stemming from life events that may have disrupted your filings. Our compassionate professionals draw from personal experience to provide relatable and effective solutions.

Welcome to Timothy McDonald Financial Services, your trusted partner in navigating the complex world of finance. Conveniently located at 693 Montauk Highway, Bayport, New York, we are dedicated to providing personalized financial solutions to help you achieve your goals. Whether you're planning for retirement, managing investments, or seeking guidance on tax strategies, our experienced team is here to offer expert advice and tailored strategies. At Timothy McDonald Financial Services, we prioritize building long-term relationships with our clients, ensuring transparency, integrity, and a commitment to your financial well-being. Visit us today to discover how we can assist you in securing a prosperous future.