Home / Wealth Management / Tax Services

Valley National Financial Advisors provides comprehensive tax preparation and tax planning services to high-net-worth clients with managed assets of $500,000 or more. Our team of seasoned professionals offers a personalized approach to tax planning, tailoring our services to meet the unique needs of each client.

We stay current with the latest Federal and State tax laws and regulations, allowing us to provide accurate and effective tax advice to help our clients maximize their wealth while minimizing their tax liability. Having the entire team in-house means there is no need for a third-party accountant, and your tax planning can be easily integrated into your ongoing financial planning.

Tax Return Inquiry

For clients to reach out about the status of their return, or to ask questions of our service team.

  • This field is for validation purposes and should be left unchanged.