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Freedom Tax & Business Service, LLC
Freedom Tax & Business Service, LLC
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Freedom Tax & Wealth Management helps clients navigate complex financial lives with tax-focused planning and investment strategies.
About
Freedom Tax & Wealth Management, founded in 1983, specializes in tax-focused financial planning and investment strategies. With over 40 years of experience, the firm serves thousands of individuals and hundreds of local small businesses, offering personalized solutions for income tax, financial planning, accounting, and reporting needs.
The team, led by experienced professionals including Cheryl Seward, August Lentricchia, and Jerry L. Style, provides holistic financial well-being services, including retirement, estate, and risk management strategies.
Holistic Financial Well-Being
Local Partner with Strong Network
Services
Tax Planning
Comprehensive tax-focused planning to minimize taxes and maximize wealth.
Tax-Intelligent Approach
Tax-Optimized Investment Strategies
Wealth Management
Holistic wealth management services including investment management and estate planning.
Investment Management
Estate Conservation
Risk Management
Retirement Planning
Strategies for retirement investing and distribution.
Retirement Income Strategies
Asset Allocation
Estate Planning
Estate conservation and planning services.
Will Preparation
Trust Creation
Estate Tax Optimization
Risk Management
Risk management strategies to protect financial assets.
Insurance Planning
Asset Protection
Credentials & Certifications
Certified Financial Planner®
Since 1990
Reviews
"I have been working with August and the Freedom team for almost 20 years."
Frequently Asked Questions
Can I retire early? +
Our team can assess your financial situation to determine if early retirement is feasible and develop a strategy if so.
Are my investments working hard enough? +
We provide regular portfolio reviews and performance analysis to ensure your investments align with your goals.
What’s the best approach for college savings? +
We offer tailored college savings plans, considering tax implications and investment options.
What are the elements of a sound estate strategy? +
Our estate planning services include will preparation, trust creation, and tax optimization to protect your legacy.
Do I have enough life insurance for my family? +
We conduct a comprehensive review of your insurance needs to ensure adequate coverage for your dependents.
What is the Rule of 72? +
The Rule of 72 is a simple way to estimate how long it will take for an investment to double, based on its annual rate of return.
Contact Freedom Tax & Business Service, LLC
Freedom Tax & Business Service, LLC
Category
Bookkeeping service
Location
Location of Freedom Tax & Business Service, LLC, 550 Broadway Ave B, Holbrook, NY 11741 ·
View on Google Maps
Get in Touch
Ready to work with Freedom Tax & Business Service, LLC?
Reach out today to schedule a consultation.
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