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 plan worth making.
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 a tax professional who has your back. Our team has 17+ years of experience helping good people like you look at your portfolio through a strategic tax planning lens. Because every dollar deserves a plan.
- 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
Navigating the ins and outs of individual tax preparation can be a real hassle. Our team at N Financial Plans aims to make it less of one.
Our Certified Financial Planners (CFP®), IRS Enrolled Agents (EA), and Chartered Retirement Plans Specialists (CRPS™) come toolkit-ready with knowledge and personalized service to help keep your tax filings accurate and organized. Whether dealing with employment income, investment portfolios, real estate, or uncommon tax situations, our team can help you through every stage and part of your taxes. Our process seeks to identify deductions and credits you may be eligible for; results depend on your situation.
Prices start at $600 when bundled with other services.
Tax work that complies with federal and state regulations, with an eye on your bottom line, is our focus. 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 services. Whether you’re filing or planning, our business is helping your business navigate taxes with less hassle.
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
3
Credentials under one roof: CFP®, EA and CRPS™ (dad jokes included at no extra charge)
17+
Years of experience (Infinite experience if you account for parallel dimensions)
$∞
Infinite money conversations worth having!
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 Years of Experience
You’ll work with an experienced Certified Financial Planner (CFP®) and IRS Enrolled Agent (EA) with 17+ years of experience in personal financial services, including tax planning and preparation. 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, aiming for a partnership founded upon trust and transparency. We believe that comprehensive investment management should be holistic to help your investments work in your favor.
Credentials You Can Look Up
As both a Certified Financial Planner® and Enrolled Agent (a credential issued by the U.S. Department of the Treasury), our team brings high-net-worth investing strategies for wealth management. With 17+ years of experience in personal financial services, our multilingual team works with clients across the globe to help them work toward their financial goals. We’ll show you N financial ways to plan for you and your money.
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 17+ years of 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.)
179 New York Avenue, 2nd Floor Huntington, NY 11743