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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Tax Preparation Mount Sinai, Taxes Mount Sinai, Financial Planner

You Don’t Have To Do It On Your Own

In every economic climate, tracking finances is one of the most difficult tasks that Mount Sinai families face. Between saving for college, paying off debt, rising taxes, and planning for retirement, there is a lot of work to do. Luckily, you don’t have to take all of the pressure on yourself. Weisman & Co., CPA’s can help you work through all of your daily financial questions.

We pride ourselves on serving our Mount Sinai clients with courtesy and respect. Your money is more than a number to you; it represents years of hard work towards your future. That’s why we offer comprehensive tax preparation and financial planning* to help you make the most out of your hard-earned paycheck.

What A CPA Can Do For You

Lanny Weisman has been earning trust from the people of Mount Sinai for over 30 years. In addition to tax help, he offers:

Financial Planning *
Investment Advice *
Retirement Planning *
Education Saving Strategies *
Estate Planning
Business Support

These are just a handful of the many offerings at Weisman & Co. CPAs. Lanny and a team of highly qualified financial professionals can answer all of your questions about your taxes and help guide you towards smart decisions that make sense for you and your family.

Call Us With All Of Your Financial Questions

Mount Sinai business owners and residents can contact us by calling 631-761-6755 or using the email form available at Whether you are looking for a quality tax preparer to simplify your life or you need help starting up a new business, we are here for you. We provide individualized attention so you will never feel like a number. Our team is ready and willing to assist you in realizing your financial goals and dreams. Call us at 631-761-6755 to schedule a complimentary consultation.

* Financial planning and investment services are provided by Lanny Weisman through his affiliation with H.D. Vest Investment Services(SM) and H.D. Vest Advisory Services(SM).

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck