Marilyn Stefans, CFP®
Marilyn Stefans, CRP ®
Ms.Stefans has been assisting clients prepare their taxes for over 30 years. She focuses on individual and small business tax preparation and planning.
Her licenses and designations include:
M.B.A. Finance and Banking, Adelphi University, Garden City, NY
Federally Authorized Tax Practitioner (E.A.). Qualified to practice before the Internal Revenue Service
Life, Accident and Health Insurance licenses
She has been an adjunct faculty member, teaching Taxation and Financial Planning at CW Post College of Long Island University. Ms. Stefans has extensive experience in Consumer and Small Business lending (Mortgage and Loans) as a past Administrative Consultant at the former NatWest Bank.
Caring for All Aspects of Your Financial Life
We make the pieces fit togetherTax Preparation
Small Business Accounting
Estate Planning and Administration
Geriatric Care Management
Individual Corporations & LLCs
Trusts & Estates