Call: (631) 277-2626

Services Available – Individuals

We provide a variety of services to our clients to help them keep everything about their finances in order, help them protect their family and achieve a prosperous Retirement.

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Tax Preparation

Whether you have a complex or simple tax situation our trained professionals are available to prepare your return, maximize your tax savings and electronically file your return.

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Tax Planning

(Free Service to our Clients) – We believe that managing your taxes in not something that should be done once a year. Controlling your taxes is something that needs to be monitored all year long. Our Accountants are available to help you monitor your tax situation and help plan for any tax issues throughout the year.

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Estate Planning

Protecting your Estate can be very difficult. With proper planning our Accountants can evaluate your Estate and help you protect it so that you can pass on as much to your loved ones as possible.

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Financial Review Services

(Free Service to our Clients) – Taxes are only one piece of the financial process. In order to truly help our clients achieve financial success we believe it is necessary to conduct a complete review of all the pieces of the financial puzzle. We can than offer up ways to help the client get their financial house in order. This review can include all or some of the following areas;

  • Budgeting and Cash Flow Assistance
  • Debt Analysis
  • Life Insurance Programs
  • Retirement Projections and Assistance
  • Investment Asset Allocation
  • Disability Insurance
  • Long term Care Insurance
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Employee Retirement Plans

(Free Service to Our Clients) – Our Accountants can help make sure that our clients get the right guidance when it comes to protecting and maximizing their Retirement Assets. Our trained professionals can assist with making sure you get the right product and help you with your Retirement decisions whether you’re just starting out or reaching Retirement Age.

  • 401K Plans/Rollovers
  • IRA Rollovers
  • Defined Contribution Plans
  • Deferred Compensation Plans
  • Simple/SEP IRA
  • Keogh Plans
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Loans

(Free Service to Our Clients) – While B & B Tax Service does not offer clients loans, we can offer assistance in obtaining the right loan for our clients. Through our network of resources we can put our clients in touch with the right people and make sure that they are getting the service that they should be receiving. Our resources can help with any of the following;

  • Refinances
  • Mortgages
  • Home Equity Loans
  • Debt Consolidation Loans

Give us a call so that we can help you keep your Financial House in Order.

We Appreciate the Opportunity to Service All of Your Financial Needs

Email Us:

info@BandBTax.com

Call Us:

(631) 277-2626

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