For over 50 years, Tax + Financial Services of NY

has provided expertise in tax preparation, accounting and financial services–and now we are proud to offer legal services for our clients. For your individual or business needs, trust the professionals at Tax + Financial Services of NY. Contact us today, call (631) 585-9698

Serving New York State, Long Island, Suffolk County, Nassau County, NYC, NJ, CT, NC, FL + Beyond

Our Firm

Tax & Financial Services of NY is a family owned business that has been providing quality, personalized tax & accounting guidance to local individuals and businesses for over 30 years. Our expertise ranges from basic tax management and accounting services to more in-depth services such as tax audits and financial statements.

We are one of the leading firms in the area. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards and work ethic is the reason our client base returns year after year.

 

Our Mission

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients’ needs through research and sound analysis. We are dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of the area’s business community for years, and pride ourselves on the level of esteem we have earned.

Our dedication to hard work has earned the respect of the business and financial community in and around the Long Island area. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Tax & Financial Services of NY receive competent and timely advice.

Affiliations:

NY State Bar Association

American Bar Association

Dedication to our Founder

In Loving Memory of Bernie Roman
Founder, Tax Expert, Financial Professional, and True Original

This firm stands as a tribute to the vision and values of Bernie, whose deep expertise in tax preparation and financial services was matched only by his unforgettable spirit. A trusted advisor, a mentor to many, and a character to all who had the pleasure to know him—Bernie brought integrity, humor, and his sharp wit to everything he did. His legacy continues to guide us in every tax return we file, every client we serve, and every standard we uphold.

Additional Services

Our experienced tax and accounting professionals are here to help provide expertise in these additional service areas, contact us for more information.

Specialized Industries:

Construction | Healthcare/Dental | Hospitality | Law Firms | Real Estate | Manufacturing + More

We’re committed to your success. Contact us today and learn how our comprehensive accounting and tax services can benefit your bottom line. 

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Ask a Question

Find comfort in knowing an expert in accounting is only an email or phone-call away–contact us today.

 

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We're Here to Help

We will happily offer you a free consultation to determine how we can best serve you–contact us today.

 

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Law services available

Legal expertise in partnership with the Law Offices of Barbara Roman. Learn more.

 

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