Products & Services
How We Work
Knowledge and expertise you need, with the relationship you want. Let’s start with an introductory meeting. Contact Joe for a complimentary consultation where he will listen to what is on your mind. As part of the introductory meeting, Joe will review your last two previously filed tax returns, and if you are an individual, he will prepare an initial financial evaluation of you. If you are meeting to discuss concerns or ideas regarding your business, Joe will evaluate how the business maybe able to reduce taxable income, maximize retirement savings, and reduce your tax liability.
Financial Planning
Retirement Planning for Businesses
Simplified Employee Pension - SEP
Simple IRA
Solo 401k Plan
Group 401k Plan
Money Purchase Plans
Profit Sharing Plans
Financial Planning for Individuals
Corporate \ Treasury \ Municipal Bonds
Individual Retirement Account - IRA
401k & 403(b)Rollover
College Plans
Estate Plans
Estates & Trust
Tax Efficient Investing
Money Management
For more information about our firm and the services we offer, send us a quick email or call the office. We welcome the opportunity to speak with you.
jpurpura@purpuracpa.com | 516-268-6600