Araneo Tax & Financial

Araneo Tax & Financial combines income tax preparation with financial planning, arguing that investment choices and tax returns should be looked at together. It has offices in Howard Beach, Queens, and Rockville Centre, New York, and works mainly with families on building wealth over the long term.

What Araneo Tax & Financial offers

• Income tax preparation: returns prepared with a view to the client's investments.
• Tax-aware investing: small changes to holdings that can cut tax without altering long-term strategy.
• Retirement planning: income plans meant to last and keep pace with living costs.
• Education funding: plans to pay for children's and grandchildren's schooling.
• Protection and estate planning: cover if a breadwinner dies early and passing wealth to later generations.
• IRS representation: through an Enrolled Agent on staff.

Who it serves

The firm serves families across all parts of their financial lives. It also runs a scholarship for veterans.

Key facts

• Based in: Howard Beach, Queens, and Rockville Centre, New York
• Team: a CPA, two Certified Financial Planners (one also an Enrolled Agent) and another tax preparer and adviser