About Us

Tax Advisors Group of Long Island is a full service tax preparation
and planning firm, servicing our clients for over 25 years. Our offices are conveniently located on the corner of Park Avenue and Sunrise Highway in Rockville Centre NY

Our focus is providing professional federal, state and local income tax preparation services, as well as tax planning to help achieve your goals of tax reduction and building towards a sound future. In addition to individual income tax preparation, we also provide tax and accounting services to small and medium sized businesses. We help our clients decide what type of business entity to choose, help them to create the entity and register it with the Federal and State governments, and set up accounting strategies to help reduce tax and maximize profits.

Our office is open year round, clients can be serviced anytime they have questions about tax-related matters or if any correspondence is received from the IRS or state jurisdictions.

Tax Advisors Group of Long Island has been successfully servicing our community for over 25 years. Our qualified staff members strive to meet all client service needs with integrity, respect and quality service.

Please call us to discuss your concerns and to schedule a convenient appointment.

TAX AND
FINANCIAL PLANNING

Services We Offer

TAX SERVICES
Tax Preparation
Tax Planning
IRS Audit Representation
Non-Filed Tax Returns
Back Taxes Owed
Payroll Tax Problems
IRS Liens
IRS Levies
IRS Wage Garnishment
IRS Seizures
Offer In Compromise
IRS Payment Plan
Bankruptcy
Innocent Spouse Relief

BUSINESS SERVICES
Small Business Accounting
QuickBooks Services
Payroll
Sales Tax preparation
Cash Flow Management
Strategic Business Planning
Succession Planning
New Business Formation
Internal Controls

ESTATE PLANNING
Estate Tax Analysis (Probate Costs/Taxes)
Wills & Trusts
Estate Liquidity & Death
Special Needs of Spouse,
Children & Parents

Tax Checklist

Checklist - What to bring to your tax appointment

Social Security Numbers (including spouse and children)
Birth Dates (including spouse and children)
Last years tax return (New clients only)
Child care provider : Name, address and tax I.D. or Social Security Number
Alimony paid: Social Security Number
W-2 forms for this year
Unemployment compensation
Miscellaneous income including rent and business
Partnership, S Corporation, & trust income
Pensions and annuities
Social Security/RR1 benefits
Alimony received
Jury duty pay
Gambling and lottery winning
Prizes and awards
Scholarships and fellowships
State and local income tax refunds
Residential address(es) for this year
Mortgage interest
Sale of your home or other real estate
Second mortgage interest paid
Real estate taxes paid
Rent paid during tax year
Moving expenses
Interest income statements
Dividend income statements
Capital gains/losses from stock transactions
Retirement plan distribution
Auto loans and leases if vehicle used for business
Student loan interest paid
Early withdrawal penalties on CDs and other time deposits
Gifts to charity
Unreimbursed expenses related to volunteer work
Unreimbursed expenses related to your job
Investment expenses
Job-hunting expenses
Job-related education expenses
Higher education expenses
Child care expenses
Medical expenses
Adoption expenses
Alimony paid
Tax return preparation expenses and fees
Business-related expenses
Farm-related expenses
Employment taxes & other business taxes paid for current year
Federal, state & local estimated income tax paid for current year
IRA, Keogh and other retirement plan contributions
Records to document casualty or theft losses

Our Team Members

Edward M. Dooney

Gregory Puttick

Brian Hill

Mario A. Romilio

Zach Loesel

Shannon Williamson, Office Manager

Drop a Line

Don't hesitate to contact us

265 Sunrise Highway, Suite 64
Rockville Centre, NY 11570
Tel: 516-536-2400
Fax: 516-536-4258
email: custsvc@tagofli.com

Osaic Wealth Form CRS

Tax Advisors Group of Long Island are Registered Representative of and offers securities products & services through Osaic Wealth, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in states of AZ, CA, DE, FL, IL, KY, MA, NC, OH, OK, PA, TX, VA CT, NJ, NY and NV. As such, these services are strictly intended for individuals residing in AZ, CA, DE, FL, IL, KY, MA, NC, OH, OK, PA, TX, VA CT, NJ, NY and NV.

A broker-dealer, investment advisor, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment advisor, BD agent or IA rep registration requirements, as approprate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption of exclusion.

For information concerning the registration status or discriplinary history of broker-dealer, investment adviserm DB agent, or IA rep, a consumer should contact his or her state securities law administrator.

TAX ADVISORS GROUP OF LONG ISLAND