Serving Clients in the U.S. and Abroad. Get Strategic Tax Planning in on Long Island
Strategic Tax Planning and Preparation Services in NY
Doing taxes can feel like a beast. We’ll help you tame the beast. We’re not like other tax planners. Because taxes can erode your investment returns, strategic tax planning lies at the core of our tax planning and preparation process. Our Certified Financial Planners (CFP®) and IRS Enrolled Agents (EA) are on a mission to help make tax planning easy, so you can go back to taming other, more important beasts in your life.
Amir’s Anecdote
One of my clients mentioned that if you don’t have your identity aligned with your goals, you’re either going to get the goal, but feel unfulfilled, or you’re never going to get the goal because it’s not aligned with who you are. We’re here to help you align your values with your financial dreams. We call that a win-win in our book.
As Featured In
We Got Your Back And Your Taxes
Strategic Tax Planning Done Right
There are N number of ways to do tax planning…
To do them right, you’ll need an expert who has your back. Our team has decades of experience helping good people like you optimize your portfolio through strategic tax planning. So your money goes further.
- Year-Round Tax Planning
- Tax-Loss Harvesting
- Income Tax Preparation and Tax Filing
- Estate Tax Planning
- Charitable Gift Giving
- Asset Location
Discover the Ethos Behind Our Financial Planning Team
Tax Preparation Services
Individual Tax Preparation Services
Navigating the ins and outs of individual tax preparation can be a real hassle. Our team at N Financial Plans ensures it doesn’t have to be.
Our Certified Financial Planners (CFP®), IRS Enrolled Agents (EA), and Chartered Retirement Plans Specialists (CRPS™) come toolkit-ready with knowledge and personalized service to ensure your tax filings are accurate, stress-free, and give you back as much money as possible on your tax return. Whether dealing with employment income, investment portfolios, real estate, or uncommon tax situations, our experts are equipped to help you through every stage and part of your taxes to help you get back as much as possible on your returns and minimize liabilities.
Prices start at $600 when bundled with other services.
Business-Based Tax Services
Doing taxes that benefit your bottom line and comply with federal and state regulations is our specialty. Our specialized Business Tax professionals work with clients across a variety of sectors. With an experienced team of Certified Financial Planners (CFP®), IRS Enrolled Agents (EA), and Chartered Retirement Plans Specialists (CRPS™), we offer full-suite tax solutions to help you thrive. Whether you’re filing or planning, our business is ensuring your business navigates taxes with ease.
Simply put, we do everything:
- Taxes for startups
- Taxes for small businesses
- Taxes for business partnerships
- Corporate taxes
- Payroll
- Bookkeeping
- Tax advice
- Tax planning
- Tax filing
- Annual return filing
- 1065, 1120, and 1120-S: we do it all!
Need help with existing tax software like Quickbooks? Looking for a tailored tax strategy that aligns with your business? Look no further than N Financial Plans.
Our Tax Planning and Preparation By the Numbers
100+
Lifetime clients served
~20
17+ years of experience (Infinite experience if you account for parallel dimensions)
$100M+
More than $100 million in taxes saved
0
Zero commissions accepted
N Number of Investment Plans. N Number of Ways to Thrive
Why Do Your Taxes With Us?
Multi-Faceted Team with Decades of Experience
You’ll work with an experienced Certified Financial Planner (CFP®) and IRS Enrolled Agent (EA) with nearly 20 years of experience in the tax planning and preparation landscape. Your tax advisor will coordinate all the necessary tax filings while also planning for future tax years and anticipated changes in your income. We have experience serving clients across the nation and the world.
Fee-Only Tax Planning For the Win
We choose fee-only pricing over commissions and kickbacks. With our flat-fee-only investment and wealth management, you pay one flat fee for our entire suite of investment planning services. No corporate bureaucracy just honest, friendly, and dependable investment advice.
A Fiduciary-Informed Client-Centered Approach
Since we’re compensated solely by clients and not by referral fees, kickbacks, commissions, or product sales we take a client-centered approach, ensuring a partnership founded upon trust and transparency. We believe that comprehensive investment management should be holistic to help your investments work in your favor.
Extensive Financial Expertise Backed By Authorities
As both a Certified Financial Planner® and Enrolled Agent (the highest credential offered by the U.S. Department of Treasury), our team brings rock-solid high-net-worth investing strategies for wealth management. With more 20 years of experience in investment planning, our multilingual team works with clients across the globe to help them achieve financial freedom. We’ll show you N financial ways that you and your money can flourish.
Meet the Founder of N Financial Plans
Welcome to N Financial Plans
I’m Amir Noor, CFP®, EA, founder and owner of N Financial Plans
I founded N Financial to provide financial, investment, and tax planning services for people who can’t afford the wrong advice. Believe me, I know from experience what it’s like to receive the wrong advice.
I began managing money for my immigrant family as a teenager, so I understand what it’s like to start fresh. I “get it”, because I’ve lived it.
Now, I bring decades of professional experience to the table with a calm, strategic mindset.
We don’t sell insurance. We don’t earn commissions. Zero product sales, too. We work directly for our clients.
Whether you’re looking for quality tax planning to optimize your finances, clean up a mess, or simply get clarity on what matters, N Financial Plans helps you protect your wealth and plan your next move with confidence.
We know there are N number of ways to reach your financial goals. Let’s make a plan and get you there.
There are N number of ways to do your taxes
We’ve got N number of ways to make the process a breeze
Wealth Management. Simplified
Optimize Your Assets with N Financial
Request Your Customized Proposal Today Request a customized wealth management proposal with our Certified Financial Planners® and IRS Enrolled Agents. Please fill out the form, or call to get started.
Monday to Friday 9:30AM – 4 PM
By Appointment Only (But, if the stock market is open, we’re open.)
(631) 629-1794
179 New York Avenue, 2nd Floor Huntington, NY 11743
[email protected]