Rooney Schmidt & Associates Inc.

Financial services in Williston Park, NY (show on map)

5.0

★★★★★

4 reviews

A financial services firm offering tax, investment, insurance, and estate planning services since 1993.

Call (516) 742-5680

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About

Rooney, Schmidt and Associates, Inc. is a comprehensive financial services firm committed to helping clients pursue long-term financial success. We take a holistic approach to our clients’ financial lives and endeavor to provide ideas that address life’s ever-changing financial challenges. Thi

s model has provided our clients with the highest quality in financial services since 1993. Our firm provides services to both business and individuals, offering a wide range of financial services that provide a seamless approach to financial challenges. The various segments of an individual’s or business’ finances are interrelated, and optimal results are more likely to be obtained by coordinating tax, investment, credit, and insurance strategies.

Holistic approach to financial planning

Integration of tax, investment, credit, and insurance strategies

Long-standing reputation since 1993

Affiliation with Avantax for tax-intelligent planning

Services

Tax Preparation and Accounting

Provides tax preparation, accounting, and representation before the IRS and state/local taxing authorities.

Individual Tax Preparation and Planning Corporate & Partnership Tax Preparation Sales & Payroll Tax Preparation Business Start Up, Counsel and Corporate Issues Small Business Accounting Services Trust, Gift and Estate Tax Preparation

Investment Planning

Offers brokerage accounts, retirement plans, educational savings accounts, and various investment products.

Brokerage Accounts Individual & Business Retirement Plans Educational Savings Accounts & 529 Plans Direct Mutual Fund & UIT Accounts Fixed Income & CD Accounts Variable Annuities

Insurance Services

Provides term and permanent life insurance, annuities, long-term care insurance, disability income protection, and group benefits & health plans.

Term & Permanent Life Insurance Annuities Long Term Care Insurance Disability Income Protection Group Benefits & Health Plans

Estate Planning

Offers trust, gift, and estate tax preparation, as well as risk management and asset allocation planning.

Trust, Gift and Estate Tax Preparation Estate & Risk Management Planning Asset Allocation General & Specific Issue Consultation

Credentials & Certifications

EA (Enrolled Agent)

Since N/A

CLU (Chartered Life Underwriter)

Since N/A

CFP® (Certified Financial Planner)

Since N/A

CPA (Certified Public Accountant)

Since N/A

Reviews

Rating

★★★★★

Reviews

"Tom Rooney has been our family tax accountant for many years."

Frequently Asked Questions

What is the 4% withdrawal strategy and is it enough 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 factors like market performance, life expectancy, and personal expenses.

How does SmartRequestAI simplify the tax filing process for 2025? +

SmartRequestAI provides a secure platform for completing tax questionnaires and uploading documents, streamlining the tax preparation process for the 2025 tax year.

What services does Rooney, Schmidt and Associates offer for small businesses? +

The firm offers small business accounting services, business startup counsel, corporate issues support, and payroll tax preparation.