Araneo Tax & Financial

Dedicated Financial Guidance for Achieving Your Financial Goals

Araneo Tax & Financial is a leading income tax and financial planning firm with offices in Howard Beach, Queens, NY and Rockville Centre, NY. Founded on the principle of providing personalized and comprehensive financial guidance, we empower families to achieve long-term financial success.

Who We Are

Our team comprises experienced professionals with diverse backgrounds, including a Certified Public Accountant (CPA), two Certified Financial Planners (CFP), and an Enrolled Agent (EA) - a licensed tax professional authorized to represent clients before the Internal Revenue Service (IRS).

Our Expertise

We offer a comprehensive range of services to address all aspects of your financial life, including:

Tax Planning & Preparation

• Comprehensive tax filing for individuals and businesses
• Tax optimization strategies through investment review and retirement planning
• Representation before the IRS in case of audits

Financial Planning

• Developing customized financial plans that align with your unique financial goals
• Managing investments for optimal growth and preservation
• Retirement planning and analysis
• Estate and legacy planning

Specialized Solutions

• Education funding strategies through 529 plans and other options
• Protection planning to safeguard your financial security
• Wealth transfer strategies for future generations

Our Client-Centric Approach

At Araneo Tax & Financial, we prioritize open communication and personalized attention. We take the time to understand your unique financial situation, goals, and aspirations. We involve you in every step of the process and work collaboratively to develop and implement solutions that meet your individual needs.

Our Commitment

Our mission is to empower our clients to achieve financial peace of mind and make informed financial decisions for the future. We are dedicated to providing:

• Accuracy and Transparency: We provide clear and concise explanations of your financial situation and the strategies we employ.
• Professionalism and Integrity: We adhere to the highest ethical standards and maintain confidentiality.
• Client-Focused Service: We are always responsive to your needs and concerns.

Join Us on Your Journey to Financial Success

Contact us today to schedule a consultation and take the first step towards achieving your financial goals with Araneo Tax & Financial as your trusted partner.