Tax Services

National is committed to helping our clients find the most tax efficient solutions for all their financial needs. As part of our full suite of services, our tax team works with clients to implement well-thought out financial strategies that minimize tax liabilities, increase their personal wealth and improve their family’s financial security.

Planning vs. Preparation

Our goal is to help you understand the difference between tax planning and tax preparation. Tax planning ensures that you keep the majority of your wealth, rather than being penalized for success.  Ultimately, a tax return should be the result of careful financial planning and sound financial advice.

Tax Planning and Wealth Management

The National Tax team can work with you to create a total tax management plan that includes both tax planning and financial advice. We help you prepare a tax and wealth management playbook that will grow with you and put you in a position to respond to changes in the market as well as changes in your life. Our accounting, tax and financial services professionals can also help you arrange financing and insurance options that can help you manage cash flow and grow your net worth.

Our Team

Our goal is to partner with you to understand your total financial picture and help you structure your assets and liabilities optimally. We provide our clients with a tax team that includes an accountant, tax advisor and lender so that we can answer all of your questions and respond as needed to any situation.

Need help with your tax return?

Contact an expert in an office located near you.

Bronx
2050 Eastchester Rd
Bronx, NY 10461
718-518-7800

Flushing
35-30 Francis Lewis Boulevard
Flushing, NY 11358
718-539-3800

Lake Ronkonkoma
500 Portion Road
Lake Ronkonkoma, NY 11779
631-981-6296

Mineola
181 East Jericho Turnpike
Mineola, NY 11501
516-621-2500

Newburgh
163 Old Little Britain Rd
Newburgh, NY 12550
845-561-1584

Newburgh
540 Gidney Avenue
Newburgh, NY 12550
845-561-5540

New York
177 East 87th Street, Suite 306
New York, NY 10128
212-426-8187

Poughkeepsie
11 Raymond Avenue
Poughkeepsie, NY 12603
845-485-3300

Williamsville
5839 Main Street
Williamsville, NY 14221
716-276-7500

Piscataway
44 Stelton Road
Piscataway, NJ 08854
732-752-8181

Aventura
2875 Ne 191st Street
Ste 601
Aventura, FL 33180
305-692-5204

Boca Raton
2424 N Federal Highway
Boca Raton, FL 33431
561-392-1011

Bonita Springs
3301 Bonita Beach Rd.
Suite 107
Bonita Springs, FL 34134
239-495-0381

Clearwater
28050 Us Highway 19 N
Ste. 300
Clearwater, FL 33761
727-791-0077

Ft Myers
7370 College Parkway
Ste 100
Ft Myers, FL 33907
239-481-4344

Jupiter
3535 Military Trail
Ste 201
Jupiter, FL 33458
561-625-1070

Tampa
14802 N. Dale Mabry Blvd.
Suite 101
Tampa, FL 33618
813-264-2555