(516) 977-3352
Queens Office
268-03 Hillside Avenue
Floral Park, NY 11004
Phone: 718-343-2371

Financial Planning

At every stage of your financial life, a CPA can help you. Your CPA serves as your financial guide, helping you utilize your resources more effectively as you work towards your financial goals. Here at Sanjoy Augustine CPA, PLLC, we do that and more.

Whether you need simple family budgeting tips, or whether you are a business that needs reliable accounting solutions, we specialize in meeting all your financial needs.

We help small business owners and families plan for the future and protect their assets. We truly understand your needs and pride ourselves on providing a wide variety of retirement savings and financial services designed around your individual needs.
  • Setting up of profit sharing and 401(k) plan documents
  • Evaluations of qualified retirement plans (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)
  • Business exit strategies
  • Key employee retention plans
  • Asset protection
  • Succession planning and business continuation
  • Buy/sell agreements
Call us today to schedule a mutually convenient appointment.

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