Mallozzi & Dwyer, CPAs, P.C. has been serving the Garden City, Nassau County area for 30 years, offering personalized tax and financial planning services. The firm, led by Pat A.
Mallozzi and Veronica A. Mallozzi, provides a range of services including tax management, investment management, estate strategy, and retirement planning. With a focus on integrity and professionalism, the firm aims to help clients achieve their financial goals through customized solutions and a deep understanding of their unique financial situations.
Tax-intelligent planning
Personalized financial strategies
30 years of experience
Affiliation with Avantax for investment advice
Services
Financial Services
Comprehensive financial planning including tax management, investment management, estate strategy, and retirement planning.
Professional tax preparation, tax planning, and tax management services.
Tax preparationTax planningTax management
Tax Organizers
Tools and services to help clients organize their financial and tax documents efficiently.
Document organizationTax document trackingPreparation for tax filing
Avantax Client Connect
Access to Avantax services for investment advice aligned with tax situations.
Tax-intelligent investment adviceIntegration with tax planning
Educational Resources
Providing articles, calculators, and videos to educate clients on financial topics.
Financial articlesCalculatorsEducational videos
Credentials & Certifications
CPA
Since 1974
Financial Adviser
Since 1974
Avantax Affiliation
Since As of June 30, 2025
Reviews
Rating
5
★★★★★
Reviews
2
Frequently Asked Questions
What is the 4% withdrawal strategy and is it sufficient for retirement? +
The 4% withdrawal strategy is a guideline suggesting retirees withdraw 4% of their initial portfolio balance annually, adjusted for inflation, to sustain retirement savings. However, its adequacy depends on various factors including market performance, retirement duration, and personal expenses.
How does Avantax integrate with tax planning? +
Avantax provides tax-intelligent investment advice, ensuring that investment strategies are aligned with the client's tax situation to minimize tax implications and maximize wealth.
What services are offered for estate planning? +
Mallozzi & Dwyer, CPAs, P.C. offers comprehensive estate planning services, including strategies for minimizing estate taxes, setting up trusts, and planning for the transfer of wealth to heirs.
5.0
