New York Tax & Financial Consultation Services

Regardless of your income level, investment portfolio, or future plans, it takes knowledge and planning to properly manage your finances. The bad news is that unless you take specialized classes in finance, you won't get all the knowledge you need from a typical education. The good news is that our experts at Roman & Associates are here to help, providing personalized financial consultations for anything you need to know.

Personal Finance Consultations

Perhaps you're a young adult who wants to get a good start in your financial life but you aren't sure how to make that happen. Perhaps you are going through a major life change such as shifting your career, starting a new business or having children. Perhaps you simply know that you could be doing a better job managing your finances but you aren’t sure how.

In any of those cases and more, our Brooklyn financial specialists are here to help. We structure our consultations around every client's needs, from taking a close look through your finances and providing guidance to filling you in on the basics of investments or answering your financial questions.

Tax Consultations

Like your personal finances, your tax needs and considerations will change as you go through various changes in your life. Through personal tax consultations, we can answer any questions you may have about your taxes.

This includes counseling you about how your taxes will change based on your income changes, family changes, career changes, and other advances in your life. Because tax laws shift often as well, we also provide tax consultations to fill you in on the latest updates and how they will affect your family.

Regardless of where you are in your financial journey, you need an expert you can rely on to answer your questions and guide you in the right direction. Get all the answers you need from Roman & Associates by scheduling your consultation today.