Business Details
27 Years
experience
Your Trusted Financial Partner in Harrison, NY
Since 1999, Larusso & McNeill has served clients with a client-first philosophy rooted in personalized, holistic financial strategies. Our team of certified professionals integrates tax preparation, financial planning, investment management, and estate planning to create tailored solutions that align with individual goals. Built on over two decades of experience, we distinguish ourselves by prioritizing Main Street values over Wall Street sales tactics, ensuring transparent advice and fiduciary accountability. Our approach combines advanced tools with a deep understanding of evolving tax laws and market dynamics to help clients achieve long-term financial security. 
Services
Tax Preparation
Tax Planning
Financial Planning
Investment Management
Trust & Estate Planning
Details
- Year established: 1999
Highlights and features
- We offer personalized tax and financial strategies tailored to your unique life circumstances.
- Our team of CFPs, CPAs, and tax experts provides unbiased, fiduciary investment management.
- We maintain transparent fee structures with no hidden commissions or sales incentives.
- Our holistic approach integrates all financial disciplines to create unified client solutions.
- We combine 25+ years of local experience with advanced technology for accurate results.
Services
Tax Preparation
We prepare accurate tax returns for individuals and businesses using advanced software. Our certified professionals handle simple to complex filings while optimizing for savings. We ensure compliance with current tax regulations while minimizing liabilities through strategic deductions.
Tax Planning
Our proactive tax planning identifies legal strategies to reduce current and future liabilities. We analyze income sources, investments, and life changes to create tax-efficient solutions. Services include estimated tax projections and coordination with estate planning for comprehensive wealth preservation.
Financial Planning
We develop long-term financial roadmaps covering retirement, education, and wealth transfer goals. Our planners analyze cash flow, risk management, and investment strategies to create personalized plans. Regular reviews ensure plans adapt to changing life circumstances and market conditions.
Investment Management
Our fee-only fiduciaries create customized investment portfolios aligned with risk tolerance and objectives. We use evidence-based strategies with active portfolio rebalancing. Services include asset allocation, tax-loss harvesting, and performance reporting for transparent tracking.
Trust & Estate Planning
We collaborate with legal counsel to establish trusts and estate plans that minimize taxes and avoid probate. Services cover wills, advanced directives, and generational wealth transfer strategies. Our focus is ensuring clients' wishes are properly documented and executed.
People
Jay McNeill
Managing Member
CPA, CFP, EA with over 25 years advising high-net-worth clients. Specializes in tax-efficient investment strategies and multi-generational wealth planning. Previously with Big Four accounting firms before co-founding Larusso & McNeill.
Beni Dedvukaj
Tax Manager
CPA with 15 years focused on individual and business tax compliance. Expertise in S corporation structuring and IRS audit representation. Graduated from NYU Stern School of Business with specialization in taxation.
Charles Benway
Chief Investment Officer
CFP, CPA managing $150M+ in assets. Develops investment strategies incorporating modern portfolio theory and tax optimization. Holds Series 65 license and chairs the firm's investment policy committee.
Frank LaRusso
Tax Specialist
CPA specializing in complex business returns and real estate tax strategies. 20-year track record serving small businesses. Former corporate tax manager with Fortune 500 experience prior to joining Larusso & McNeill.
Leo Cunningham
Financial Advisor
CFP with expertise in retirement planning for pre-retirees. Manages distribution strategies from qualified plans and Social Security optimization. Joined the firm after decade at regional wealth management firms.
Questions
What credentials do your advisors hold?
Our team includes Certified Public Accountants (CPAs), Certified Financial Planners (CFPs), and Enrolled Agents (EAs) with 15-25 years of experience in financial services.
What investment approach do you use?
We employ evidence-based strategies focusing on asset allocation, tax-loss harvesting, and portfolio rebalancing to maintain risk-appropriate, tax-efficient investments.
How are you compensated?
As fee-only fiduciaries, we receive no commissions or third-party incentives. Clients pay transparent management fees based on assets under management.
Do you specialize in any particular client type?
We primarily serve high-net-worth individuals and small business owners needing integrated tax, investment, and estate planning solutions.
How often do you review financial plans?
We conduct annual comprehensive reviews with quarterly check-ins to adjust plans based on market changes, life events, or tax law updates.
Can you help with IRS issues?
Our tax specialists represent clients during audits and resolve back tax obligations through installment agreements or offers in compromise.
