Premier Wealth and Tax Planning

Where Wealth Planning Meets Tax Efficiency.

Financial planner in Great Neck, NY (show on map)

4.7

★★★★★

41 reviews

Premier Wealth and Tax Planning offers integrated financial and tax services for individuals and families across Long Island and nationwide.

Call (516) 888-1040

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About

Premier Wealth and Tax Planning, serving Great Neck, Bayside, Flushing, Garden City, Port Washington, NY and nationwide, integrates tax preparation, financial planning, and investment management under one roof. With a tax-first approach, the firm helps clients avoid costly tax mistakes, coordinate smart strategies throughout the year, and ensure their finances stay aligned—no matter how their life changes. T

he firm’s unique triangle of coordination connects tax planning, wealth management, and estate strategy, providing proactive and efficient service to individuals and families building careers, families, businesses, or retirement dreams.

Tax-First Approach

Integrated Team of Tax Professionals, Financial Advisors, and Estate Attorneys

Year-Round Tax Planning

Virtual Tax Preparation Services

Bilingual Support (Spanish)

Long-Term Client Relationships (over 40 years)

Services

Tax Preparation & Planning

Individual and small business tax returns, year-round planning, and virtual tax prep for clients across the U.S.

Virtual tax preparation Year-round tax planning Small business tax preparation Individual tax preparation

Financial Planning & Wealth Management

Holistic planning that integrates investments, insurance, retirement goals, education funding, and more.

Investment advisory Retirement planning Estate planning coordination Insurance & risk management Education planning

Investment Advisory Services

Fiduciary investment advice that prioritizes tax efficiency, diversification, and long-term goals.

Tax-efficient investment strategies Diversification across asset classes Long-term wealth growth focus

Estate Planning Coordination

Work with estate attorneys to ensure legacy protection and document alignment.

Coordination with estate attorneys Will and trust preparation Asset protection strategies

Insurance & Risk Management

Tailored guidance on life insurance, long-term care coverage, and annuities as part of your broader strategy.

Life insurance planning Long-term care insurance Annuity solutions

Education Planning

Strategies for funding education expenses while optimizing tax benefits.

529 plan guidance Education tax credits College savings strategies

Credentials & Certifications

Enrolled Agent

Since not specified

Certified Financial Planner

Since not specified

Investment Advisor Representative

Since not specified

Reviews

Rating

4.7

★★★★★

Reviews

"Sean is professional, thorough, and takes the stress out of tax season."

Frequently Asked Questions

What is Premier Wealth and Tax Planning’s approach to financial planning? +

Premier Wealth and Tax Planning takes a tax-first approach that integrates tax preparation, financial planning, and investment management to ensure every decision aligns with clients’ goals and stays tax-efficient.

How does Premier handle year-round tax planning? +

Premier offers year-round tax planning strategies that help clients anticipate the impact of major financial decisions, avoid surprises, and reduce tax liability throughout the year.

What types of businesses does Premier serve for tax preparation? +

Premier serves small business owners including LLCs, S-Corps, sole proprietorships, and freelance income streams across Long Island and nationwide.

Does Premier offer virtual tax preparation? +

Yes, Premier provides virtual tax preparation services, allowing clients to prepare, review, and e-file their returns from anywhere securely.

What is the benefit of Premier’s integrated team approach? +

Premier’s integrated team approach ensures that tax professionals, financial advisors, and support staff collaborate to provide a cohesive, confident client experience, avoiding disconnects between tax, investment, and estate strategies.

How does Premier support clients with estate planning? +

Premier works closely with estate attorneys to coordinate estate planning documents and strategies, ensuring legacy protection and alignment with clients’ wishes.

What languages does Premier support? +

Premier offers bilingual support in Spanish, with staff members including Carlos Garcia who provides tax advisory services in Spanish.

Where is Premier Wealth and Tax Planning located? +

Premier is based in Great Neck, NY, and serves clients across Long Island and nationwide, including virtually throughout the U.S.