Tax Planning & Compliance Services -

Our tax professionals are busy throughout the year with identifying effective planning strategies to optimize our client's tax positions. This includes interpreting the dynamic and extensive changes in federal, state and local tax laws. Our clients include individuals, partnerships, corporations, employee benefit plans, estates and trusts for whom we provide the following services:

  • Tax planning for individuals and business entities
  • Tax return preparation
  • Executive compensation, retirement and death benefits planning
  • Consultation related to purchase or sale of business
  • Real estate acquisition or disposition planning
  • Estate and Trust planning
  • Tax audit representation

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Callaghan Lucerino & Associates LLP is a NYS and Florida registered firm located at 28 Manor Road Smithtown , NY 11787
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