Meet Our Team

Daniel N. Saxe, CFP® is a firm that provides personal tax planning and preparation, bookkeeping utilizing Quickbooks, and small business tax preparation including sales and payroll taxes.  Comprehensive financial planning is also available and by utilizing various tools we can assist you in attaining your finacial goals.

Meet Our Staff:

Daniel N. Saxe, CFP®, Enrolled Agent

Dan is a retired NYC Police Officer who started this business in January 1991.  Since 1991 Dan has received a Accounting Degree and attained the Certified Financial Planning Certification™ in January of 2002 and Enrolled Agent Certification in January of 2015.  During his career which spans over twenty years he has prepared both business and personal tax returns.  Over the past several years he has acquired extensive knowledge of the NYC Police retirement system and is able to clearly provide the pros & cons of the final loan, the result of having a shortage upon retirement, and how to take a pension loan for the purchase of a primary residence. With his experience in financial planning he can assist you in your  travels down the road to financial freedom.

Valerie Green, Office Manager 

Valerie has been with the firm since January 2007.  During this time Valerie has become an integral part of the staff responsible for assisting in the preparation of all types of returns, both business and personal, bookkeeping and all aspects of office administration.  Valerie is also proficient in the preparation of the FAFSA form.

Jacqueline Castagna - Office Staff

Jackie joined our office in January of 2019.  She is knowlegable in tax preparation, Quickbooks write ups, and payroll.  Prior to joining our staff she was employed at Northwell Health and EZ Tax Pros in West Islip.  Jackie hopes to continue on in the field of professional tax preparation and has aspirations of becoming an Enrolled Agent.

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