Newburgh, NY

National Tax and Financial Services

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Who We Are

The Newburgh National Tax and Financial Services office is a premiere team of financial professionals and CPA’s dedicated to helping you find the most tax efficient solutions for all your financial needs.

We provide a fully integrated services platform that we tailor to help you achieve your financial goals coupled with income tax planning, estate tax planning, eldercare planning and asset protection.. Together we seek to implement well-thought-out financial strategies for retirement that could minimize tax liabilities, increase your personal wealth and improve your family’s financial security.

As a division of National Holdings Corporation, we pride ourselves on the comprehensive solutions we offer, backed by the service, technology and support of an established Wall Street firm.

Explore our site to learn how our experts in the Newburgh office can help create, manage, and protect your wealth.

Your Financial Life--Handled

Drawing on our vast industry experience and leading financial tools, we will 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 has the potential to grow with you and put you in a position to respond to changes in the market as well as changes in your life. 

Let’s work together to customize a plan that meets your financial needs today and evolves with you over time.

Our Areas of Focus Include:

  • Tax Planning & Preparation
  • Investment Management
  • Retirement Planning
  • Income Protection Strategies
  • Wealth Creation
  • Banking & Lending
  • College Funding
  • Estate Planning & Legacy Creation
  • Financial Planning
  • Life Insurance

Find us in Newburgh

Call Today: 845-561-5540

Trusted Partners
Premiere Solutions
Exclusive Investments

Office Hours are by appointment: 8:30- 5:00 Monday thru Friday

Extended hours Tax Season:

8:30-6:00 Monday thru Thursday

8:30-5:00 Friday & Saturday

Meet the Team

Ken Copans, CPA
Senior Managing Director

Jeffrey Harmer, CPA
Tax Manager

Madeline Sorrentino, CPA
Senior Staff Accountant

Michael Porpora
Tax Preparer & Financial Advisor

Skye Gregory, CPA
Senior Staff Accountant

Jodi Casillo
Staff Accountant

John Cella
Staff Accountant

Ralph Porpora
Financial Planner

More About National

Securities and Variable Insurance Products offered through National Securities Corporation, Member FINRA/SIPC.  Advisory services provided through National Asset Management, Inc. (NAM), a SEC Registered Investment Advisor; a copy of NAM’s Brochure is available at NAM’s web page.  Insurance products offered through National Insurance Corporation (NIC). Accounts are carried by National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments® Company.