New York Personal Financial Services

Having healthy personal finances does more than keep your bills paid and give you an opportunity for a vacation every once in a while. It also gives you peace of mind so you don't have to constantly wonder if you can make ends meet or whether you'll be able to retire at a reasonable age. It's never too early or too late to get a firmer grasp on your finances.

That's where our CPAs and financial specialists at Roman & Associates come in. Our team has extensive experience in managing personal finances. Whether you need an in-depth discussion about your tax liability, a complete estate planning strategy, or simply a consultation about your basic personal finances, we're here to help.

Estate Planning Services

Much of personal finances revolve around preparing for "what-ifs," such as having savings in case you lose your income or incur sudden expenses. However, a legal will is something we all know we will need eventually. Instead of leaving your assets up to chance, starting your estate planning now will give you the time you need to make sure everything is in order.

Our estate planning experts are well-versed in asset distribution for people of all income levels and families with all types of assets from real estate to stocks. We'll guide you through each step of the process so you can rest easy knowing that your wishes will be followed. In addition to your initial estate planning, our experts at Roman & Associates can make any modifications you may need to your will and other documents.

Tax and Financial Consultations

Taxes and personal finances tend to become more complex as you get older, diversify your assets, or make changes in your career path. No matter where you are in your career or your financial life, our CPAs can sit down with you one-on-one to answer any questions you might have.

Our consultations are built around your needs. We can take an in-depth look into your finances to find ways you can save money or investment avenues you may want to explore. We can also answer your questions about your tax needs, such as counseling you about self-employment-related taxes when you start a new business.

Click on our services above to learn more or call Roman & Associates today to discuss how we can help.