For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Anthony R. Mauriello, E.A.’s Second Key To Wealth Building

Believe it or not, we have less than two months before federal taxes are due. All the Mauriello's are hard at work making sure you get all the money you deserve: Yikes. We have been meeting with so many Staten Island clients (including a fair number of new ones,...

Anthony Mauriello’s Three Tips For Resisting Financial Process Automation

Did you see Google's demonstration of their new virtual assistant technology, Duplex, last week? If you did, like me, probably you were both amazed ... and a little bit terrified of the implications. Essentially, Google is close to figuring out how to make it so that...

3 More Reasons Why More Staten Island Families Don’t Have Estate Plans

The Winter Olympics are finished and we are fully immersed in our tax preparation process. We've been enjoying the opportunity to reconnect with so many longtime friends from Staten Island who trust us with their most sensitive financial details -- and we don't take...

Anthony R. Mauriello, E.A.’s First Key To Building Wealth

Not only are we entering into the thick of tax season, but based on our political situation, we could be staring at another federal government shutdown on Friday. Which means, well ... we don't know exactly what it will mean except that God bless you if you are...

Filing Late On Taxes? You Might Actually Be Among Staten Island’s Smartest

There are less than two weeks remaining before the tax deadline of April 17th.  Does that startle you? If you're filing late on taxes this year, let's talk. We can easily file an extension on your behalf, and make sure  that your return is handled as advantageously as...

Spending Money From Tax Refunds Wisely By Anthony R. Mauriello, E.A.

Just about one month left before the tax deadline. As the parents say, the days are long, but the months are fast. And as we tax pros say, the days are long, and the days are long. But that's simply because we've been getting to do some meaty, fun tax...

An Under-Utilized Tax Break For Staten Island Taxpayers: Summer Day Camp

Okay, that's a joke. We're so busy with our client work, we can't really enjoy the college basketball or the new baseball season, but at least we still have April Fools. And yes, I know that day has already passed. More coffee please. But speaking of...

How To Manage Money For Staten Island Millennials

I'll tell you what... The month of May is beginning to look a lot like December. Definitely not because it's cold out there, but with so much "end of school year" stuff happening these days, from graduation parties (ranging from pre-k "graduations" all the way up...

Delayed Gratification: Staying Focused to Get Ahead (Later) in Staten Island

For sports fans, that was quite a run last week. The NHL crowned its champion (and the nation's capital seemed like it was one massive street party for the weekend), the rest of the NBA conceded to the Golden State Warriors, and we witnessed another Triple Crown in...

Anthony R. Mauriello, E.A.’s Three Simple Steps For Better Information Security Management

Unless you're a Patriots fan, the Super Bowl sure was a snoozefest, eh? The snarky tweets were in full force, and there were many sad bettors who might want to check this out (unless, of course, they just want to let us handle it for them, which is always wise)....

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!