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Accounting Firm

Araneo Tax & Financial

New York tax and financial planning firm pairing tax preparation with investment and retirement planning for families

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TrustList summary

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

Summary written by TrustList from the business's own published information, Sep 2026.

Categories & features

Rankings

Araneo Tax & Financial is ranked on 1 TrustList ranking at #14.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. Araneo Tax & Financial has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Accounting firm · 1 ranking

  • #14of 208
    Education

    It is one of 3 here listing calculators and one of 4 here listing security.

    Its profile: “- Education funding: plans to pay for children's and grandchildren's schooling.”

    Of the top 91 here, 60 also cover tax and 56 also cover accounting; 5 also work in California and 4 also work in United States.

    Behind Andrew Pieri CPA, P.C., ahead of Arif Kitchlew Management Consultancy.

As of 2026-11-01. Organic ranks only; sponsored placements are never ranks. How TrustList ranks

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