Araneo Tax & Financial

There are very simple changes you can make to your investments—small changes—that can lead to tax savings, without changing your long-term investment strategy

When was the last time your financial advisor asked to see a copy of your tax return? While taxes should never be the sole reason for making an investment, they should always be considered In fact, not considering a person or family's tax situation when making an investment recommendation is often foolish

Are you getting your taxes prepared in one place, and receiving financial advice in another? If so, do your tax preparer and financial advisor communicate with each other? If your answer is "no", you might want to consider this: There is probably one person who's not benefitting from the situation Your advisor and preparer are both getting paid a fee The person not benefitting is probably you

We are an income tax and financial planning firm with locations in Howard Beach, Queens, NY and Rockville Centre, NY We have an experienced, professional staff with a diverse skill set We are comprised of a CPA, two CFPs (Certified Financial Planner TM), one of whom is an Enrolled Agent (a licensed tax professional able to represent you before the I R S ), and another seasoned tax preparer/financial advisor

We work with families to help them achieve their financial goals Our main business is the long-term, prudent accumulation of wealth for these families Because we are planners, we take into account all aspects of our clients' financial lives We help them grow retirement incomes they cannot outlive, incomes that rise as the cost of living rises We construct a plan with the goal of providing funding for the education or their children and grandchildren We provide solutions for their protection, so that if a breadwinner dies prematurely, the family's financial life isn't fatally compromised We help them endow wealth to the future generations of their family And, of course, we help them do this in the most tax efficient manner

We are currently helping hundreds of families in the Howard Beach, Ozone Park, and surrounding areas reduce their taxes, pay for their children's education and build their wealth

We hope you will come join us

Joe Araneo, Steve Araneo, and Bettina Johnson Check the background of this firm on FINRA's BrokerCheck

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